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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Wamsi Mohan | Bank of America | 14 (14%) |
| Asiya Merchant | Citigroup | 13 (0%) |
| George Notter | Wolfe Research | 10 (20%) |
| John Roberts | Mizuho Securities | 9 (11%) |
| Mehdi Hosseini | Susquehanna | 7 (14%) |
| Josh Spector | UBS | 7 (0%) |
| Samik Chatterjee | JPMorgan | 6 (0%) |
| Meta Marshall | Morgan Stanley | 6 (0%) |
| Joe Cardoso | JPMorgan | 5 (0%) |
| Steven Fox | Fox Advisors | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Bank of America | 1 | 14 (14%) |
| Citigroup | 1 | 13 (0%) |
| Wolfe Research | 2 | 12 (17%) |
| JPMorgan | 2 |
| 11 (0%) |
| Mizuho Securities | 1 | 9 (11%) |
| UBS | 2 | 8 (0%) |
| Susquehanna | 1 | 7 (14%) |
| Morgan Stanley | 1 | 6 (0%) |
Revenue grew 18% to $4.35 billion with EPS of $0.70 up 30% as Optical Communications surged 36% on GenAI demand and three hyperscaler multi-billion-dollar long-term agreements were secured. Solar polysilicon exceeded the 20% operating margin target, and operating margin expanded 220 basis points to 20.2%. Carrier fiber-to-the-home recovery accelerated, and the Springboard plan acceleration with a 2030 extension was scheduled for the May 6 event.
Competitive Dynamics | Cloud & AI | Margin | Capex Investment | Demand | Revenue Growth | Supply Chain | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 2 | 2 | 1 | 4 | 4 | ||
| 2025Q1 | 2 | 1 | 2 | 2 | 2 | 2 | ||
| 2025Q2 | 3 | 3 | 4 | 1 | 2 | 3 | 1 | |
| 2025Q3 | 2 | 2 | 3 | 1 | 2 | 2 | 4 | 1 |
| 2025Q4 | 5 | 3 | 2 | 3 | 2 | 1 | 2 | 2 |
| 2026Q1 | 2 | 8 | 3 | 2 | 1 | 2 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 3 | 2 | 3 | 2 | 5 | 2 |
| Cloud & AI | 2 | 1 | 2 | 3 | 8 | |
| Margin | 2 | 3 | 3 | 2 | 3 | |
| Capex Investment | 1 | 2 | 4 | 1 | 3 | 2 |
| Demand | 4 | 2 | 1 | 2 | 2 | 1 |
| Revenue Growth | 4 | 2 | 2 | 1 | 2 | |
| Supply Chain | 2 | 3 | 4 | 2 | ||
| Pricing | 2 | 1 | 1 | 2 | 3 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.50B | +16.9% | $0.36 | +866.0% | 34.2% | 11.2% | 8.9% | $369M |
| FY2025 Q1 | $3.45B | +16.0% | $0.18 | -25.0% | 35.2% | 12.9% | 4.5% | $-57M |
| FY2025 Q2 | $3.86B | +18.8% | $0.54 | +350.0% | 36.0% | 14.8% | 12.1% | $400M |
| FY2025 Q3 | $4.10B | +20.9% | $0.50 | +457.1% | 37.1% | 14.4% | 10.5% | $450M |
| FY2025 Q4 | $4.21B | +20.4% | $0.63 | +75.0% | 35.3% | 16.6% | 12.8% | $620M |
| FY2026 Q1 | $4.14B | +20.0% | $0.43 | +138.9% | 36.9% | 15.4% | 9.0% | $30M |
| FY2026 Q2 | $4.50B | +16.6% | $0.64 | +18.5% | 36.1% | 15.5% | 12.4% | $1.29B |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
What GLW and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“I think Corning talked about three such large deals on their call.”
An analyst cites Corning's disclosed multiyear hyperscaler capacity deals as a comparison point when asking whether Amphenol/CommScope are being approached for similar agreements.
“We previously shared our agreement with Lumen to provide our new Gen AI fiber and cable system that enables them to fit anywhere from 2 to 4x the amount of fiber into their existing conduit.”
Lumen expanded and extended its multiyear carrier agreement with Corning for Gen AI fiber, indicating Lumen is investing to densify its conduit capacity for AI/data-center traffic.
“early in the quarter, we announced our multiyear up to $6 billion agreement with Meta to support their apps, technologies and AI ambitions using our newest innovations in optical fiber, cable and connectivity solutions.”
Meta signed a multiyear agreement of up to $6 billion to buy Corning optical fiber, cable and connectivity for its AI/data-center build-out, signaling large sustained hyperscale capex on optical infrastructure.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GLW Corning Inc. | 9 | +20.1% | |
| APH Amphenol | 9 | +58.4% | |
| COHR Coherent, Inc. | 9 | +20.6% | |
| FLEX Flex Ltd. | 9 | +16.9% | |
| FTV Fortive | 5 | -27.5% | |
| GRMN Garmin | 8 | +14.2% | |
| JBL Jabil | 9 | +23.1% | |
| KEYS Keysight Technologies | 9 | +23.3% | |
| SNDK Sandisk Corporation | 9 | +251.0% | |
| TDY Teledyne Technologies | 8 | +7.6% | |
| TEL TE Connectivity | 8 | +14.5% | |
| TRMB Trimble Inc. | 9 | +11.8% |