)
Company Research10 May 2024
The Suppliers Making the iPhone Possible
An article exploring the relationship of the suppliers working with Apple to make the iPhone and other products possible.
Corning
Corning (GLW) investor relations material
Corning Morgan Stanley Technology, Media & Telecom Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Technology, Media & Telecom Conference 2026 summary3 Mar, 2026
Strategic growth and financial performance
Achieved 40% sales growth and nearly 90% earnings growth since launching the Springboard plan, with operating margin rising from 16% to 20% and ROIC reaching mid-teens.
Upgraded sales outlook for 2026–2028 by $3 billion, targeting $24 billion in sales and nearly doubling company size over five years.
Free cash flow expected to rise significantly, with ongoing organic investment and capital allocation focused on high-return opportunities.
Operating margin is expected to remain at or above 20%, with incremental growth converting to cash at a high rate.
Capital allocation prioritizes research, development, and engineering, with over $1 billion spent annually and a focus on both near-term and long-term programs.
Optical communications and data center expansion
Introduced new, denser fiber products in 2024, exceeding market and internal expectations for data center connectivity.
Long-term agreements (LTAs) with hyperscalers, such as Meta, provide revenue visibility and de-risk capital investments, with more LTAs expected.
Scale out demand is driving current growth, with scale up and CPO (Co-Packaged Optics) opportunities expected to inflect around 2028.
Capacity expansions in connectivity and cable are ongoing, with investments tied to customer commitments or co-investment.
Market opportunity is shifting from copper to optics, with significant growth potential beyond the current three-year window.
Solar and specialty materials initiatives
Expanded polysilicon and wafer capacity for solar, with a new wafer facility operational and module production ramping up; targeting $2.5 billion+ in solar sales by 2028.
Solar business benefits from cost competitiveness and regulatory incentives, aiming to supply a significant share of the U.S. market.
Specialty Materials segment, including Gorilla Glass and Advanced Optics, is expected to grow, supported by agreements like the Apple Kentucky deal and ongoing innovation.
Scale-up CPO market size and timing?
Operating margin beyond 20% target?
Solar business profitability timeline?
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Next Corning earnings date
Q1 202628 Apr, 2026
Corning
Next Corning earnings date
Q1 202628 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Specialty Glass and Ceramics
Corning Inc. is an American company that specializes in the development and manufacturing of advanced materials, including specialty glass and ceramics. The company's products are utilized in various sectors, including telecommunications, to which it supplies fiber optic materials and its famous Gorilla Glass. Additionally, Corning supplies products to the automotive and life sciences sectors. The company is headquartered in Corning, New York, and its shares are traded on the NYSE.
Over 170 Years in Business
What would later go on to become Corning was founded in 1851 as the Bay State Glass Co. in Somerville, Massachusetts. The company moved to Corning, New York in 1868, shifting its focus to glass technology. Corning's most pivotal inventions include developing railway signal lenses and heat-resistant glassware, known as Pyrex, in 1915. In the 20th century, Corning advanced in telecommunications by inventing low-loss optical fiber, significantly impacting the industry. This invention, alongside others in specialty glass and ceramics, cemented Corning's role as a leader in technology-driven sectors. Today, the company is one of the undisputed leaders in its field and is a major supplier to companies like Apple.
Gorilla Glass
While Corning has a diverse portfolio of various products, the company is most known for its Gorilla Glass. The specialty glass is incredibly tough with the ability to withstand drops and scratches while maintaining clarity and touch sensitivity, which in turn makes it a preferred choice for smartphone manufacturers. Over the years, Corning has continuously improved Gorilla Glass, enhancing its durability and resistance to damage and today Gorilla Glass is supplied to large manufacturers such as Sony and Samsung.
Other Products
The company has a diversified product range well beyond Gorilla Glass. One of their notable innovations is optical fiber, crucial for telecommunications, offering high-speed data transmission capabilities. They also produce specialty glass for a variety of uses, including advanced optics and cover glass for displays. In the life sciences sector, Corning's contributions include laboratory products like glassware and plastic consumables, instrumental in scientific research. Moreover, they have developed advanced ceramics used in automotive and industrial emissions control, and in aerospace and defense applications.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage