)
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 (GLW) investor relations material
Corning Citi’s 2025 Global Technology, Media and Telecommunications Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi’s 2025 Global Technology, Media and Telecommunications Conference summary4 Sep, 2025
Market trends and demand outlook
Optical communications and specialty materials have seen stronger-than-expected demand, with optical communications particularly outperforming initial forecasts due to inventory depletion and increased carrier deployments.
GenAI data centers are driving significant growth in the enterprise optical segment, with sales expected to surpass $3 billion and a CAGR target raised to 30%.
Display and specialty materials markets remain stable, with growth driven by increasing screen sizes and innovation in consumer electronics.
Automotive markets are flat for light vehicles and down for heavy-duty, with no major changes in demand.
Geopolitical and tariff impacts are minimal due to localized manufacturing and customer proximity.
Strategic investments and innovation
Apple’s $2.5 billion investment in the Kentucky facility enables increased production, workforce expansion, and the establishment of a co-innovation center for future glass technologies.
Domestic manufacturing assets are seeing increased demand, with solar and auto glass highlighted as growth areas.
R&D spending is maintained at $1 billion annually, with customer co-innovation freeing up resources for new ventures.
Solar business is expanding downstream into ingots and wafers, targeting a $2.5 billion run rate by 2027.
Partnerships with U.S. cell makers and innovation in solar technology are expected to enhance competitiveness.
Optical communications and data center growth
Enterprise optical business, driven by GenAI, grew from $1.3 billion to over $2 billion, with continued acceleration expected.
Long-haul data center interconnect is a new $1 billion opportunity, with rapid sales ramping and additional customers anticipated.
Growth is supported by new products like smaller fibers and smart connectors, with capacity expansion ongoing.
Margin expansion in optical is expected, with net income margins targeted at 20%.
Carrier business, including legacy and new interconnect, is projected to grow mid to high single digits.
How does Corning manage optical capacity for AI?
Detail Corning's solar supply chain strategy.
Strategic impact of Apple's innovation center?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Corning earnings date
Q3 202528 Oct, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, 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
Related articles
)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
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