Corning Incorporated develops glass, ceramic, and optical-physics technologies for optical communications, mobile consumer electronics, display, automotive, solar, semiconductor, and life sciences markets. News about GLW commonly covers earnings releases, dividend declarations, investor-event updates, and the company’s Springboard plan and Market-Access Platforms.
Recurring product and customer developments include optical fiber, cable, connectors, co-packaged optics, and high-density connectivity for AI data centers; Gorilla Glass and glass-ceramic cover materials for mobile devices; and manufacturing or technology partnerships tied to advanced materials and optical infrastructure.
Corning (NYSE: GLW) reported third-quarter 2026 core sales of $5.081 billion, up 19% year over year, and issued fourth-quarter growth guidance. Core earnings per share rose 36% to $0.91; GAAP sales increased 18% to $4.855 billion and GAAP earnings per share rose 56% to $0.78. Core operating margin expanded 310 basis points to 22.7%.
Optical Communications sales grew 44% to $2.379 billion. Glass Innovations sales fell 3%, while Solar sales rose 37% but production ramped more slowly than anticipated. Corning secured four long-term, multibillion-dollar customer agreements, including with Verizon and AT&T. Management expects fourth-quarter core sales of $5.2 billion–$5.3 billion, approximately 19% higher year over year, and core earnings per share of $0.96–$1.00, approximately 36% higher. Third-quarter operating cash flow was $1.06 billion and adjusted free cash flow was $661 million.
Corning (GLW), Lumentum (LITE), and Astera Labs (ALAB) will jointly demonstrate optical PCIe connectivity at the 2026 OCP Global Summit. The demonstration will be available at Astera Labs booth #B34 in San Jose, California, from October 12–15, 2026.
The rack-level setup combines Astera Labs’ Scorpio Smart Fabric Switch, Lumentum’s 1060 nm VCSEL optical platform, which uses vertical-cavity surface-emitting lasers, and Corning multimode fiber connectivity. The proof-of-concept system is designed to demonstrate multiple 32 Gb/s optical channels and an error-free PCIe-5 link, extending the computer interconnect over optical fiber within an AI rack.
Corning (GLW) declared a quarterly dividend of $0.28 per share, payable to eligible shareholders on December 11, 2026.
The Board of Directors declared the dividend on October 6, 2026. Shareholders of record on November 13, 2026, will receive the payment.
AT&T (T) signed a multi-year agreement worth more than $3 billion for Corning (GLW) to supply fiber and cable.
AT&T plans to use the supply to expand its network as it works toward bringing fast, reliable internet to 60 million Americans by the end of 2030. Corning's U.S. workforce will produce the fiber, while AT&T technicians will build and maintain the networks. AT&T reiterated the financial outlook and capital allocation plan from its second-quarter 2026 earnings release; both reflect the agreement's financial impact.
Lumentum (LITE) plans a joint demonstration with Qualcomm Technologies and Corning (GLW) of a high‑density 1060 nm VCSEL‑based die‑to‑die (D2D) optical interconnect for AI scale‑up at ECOC 2026 in Málaga, Spain.
The board‑level demo combines Qualcomm Technologies’ D2D interface IP subsystem, Lumentum’s VCSEL optical engine, and Corning multimode fiber connectivity to extend low‑latency, low‑power D2D links over multimode fiber spanning tens of meters. The proof‑of‑concept operates 32 Gb/s NRZ optical channels in a massively parallel architecture designed to support about 1 Tb/s/mm shoreline bandwidth density today, with a path to about 4 Tb/s/mm. Lumentum’s optical engine targets roughly 10 Tb/s aggregate capacity, while Corning supplies high‑density multimode fiber glass ferrules.
Corning (NYSE: GLW) has expanded a strategic fiber supply agreement with digital network provider Zayo to support one of Zayo’s largest long-haul network expansions through 2030. The deal secures a significant portion of the fiber Zayo expects to need for its AI-driven infrastructure buildout.
Zayo plans to add 15,000 new route miles by 2030, including over 8,000 miles of new long-haul fiber and added capacity in AI-concentrated corridors. According to Zayo, locking in optical cable supply with Corning reduces execution risk amid rising global demand for AI-ready network materials.
T1 Energy (NYSE: TE) reported Q2 2026 total net sales of $250.1 million, G1_Dallas module production of 935 MW, a net loss from continuing operations of $36.9 million and Adjusted EBITDA of $10.7 million, including a $24.4 million tariff refund benefit in cost of sales.
During Q2, T1 monetized $39.1 million of 2025 Section 45X tax credits and ended June 30, 2026 with $156.4 million in cash, cash equivalents and restricted cash, of which $79.1 million was unrestricted. The company projects $510 million capex for Phase 1 of its 2.1 GW G2_Austin solar cell fab and expects first cell production in Q1 2027.
Strategic actions include a 641 MW domestic-content module offtake contract with Clearway Energy Group, acquisition of Evervolt’s TOPCon solar IP for $135 million, closing the KORE Power acquisition, and a $120 million 4.75% convertible notes offering due 2031.
Corning (NYSE: GLW) is the tenant of 53 Ten, a 157,523-square-foot advanced manufacturing facility on 19.6 acres in Glendale, Arizona, that has been acquired by Pivotal Manufacturing Partners and Meadow Partners. The facility is leased to and operated by an affiliate of Corning as a precision manufacturing site serving semiconductor, aerospace, and defense applications.
According to the companies, 53 Ten offers substantial installed electrical capacity and specialized production infrastructure in an infill Greater Phoenix location, a region highlighted as a leading U.S. advanced manufacturing market with growing demand for power-rich, production-ready facilities.
Corning (NYSE: GLW) reported strong second-quarter 2026 results and updated its outlook. GAAP sales rose 17% year over year to $4.51 billion, with GAAP EPS up 19% to $0.64. Core sales increased 17% to $4.74 billion and core EPS grew 30% to $0.78. Core gross margin expanded 120 basis points to 39.6%, core operating margin improved 190 basis points to 20.9%, and core ROIC rose 180 basis points to 14.9%. Operating cash flow was $1.72 billion and adjusted free cash flow was $1.42 billion.
Optical Communications sales grew 32% to $2.07 billion, supported by a 65% Enterprise Networks increase and faster-growing Gen AI products. Solar sales rose 90% to $438 million but posted a $7 million net loss. Corning highlighted a multiyear, multibillion-dollar Amazon supply agreement and a long-term NVIDIA partnership to expand U.S. optical and fiber capacity. For third-quarter 2026, management expects core sales of $4.9–$5.0 billion (about 16% growth) and core EPS of $0.85–$0.89 (about 28% growth), and reiterated its upgraded Springboard Plan to reach an annualized sales run rate of $20 billion by end-2026, $30 billion by end-2028, and $40 billion by end-2030.
Corning (NYSE: GLW) declared a quarterly dividend of $0.28 per share, payable on September 29, 2026 to shareholders of record on August 31, 2026.
Corning outlines extensive risk factors and notes that future dividends and share repurchases depend on cash flow, earnings, and other business conditions. The company also highlights its use of its website and social channels for material disclosures.