Wirestock/iStock via Getty Images Investment thesis My initial bullish thesis about Corning (NYSE:GLW) did not age well since the stock by far underperformed the broader U.S. market with a -4.7% total return since early June 2023. The main reason the previous thesis did not age well is the top-line underperformance in Q2 and Q3, together with the shrinkage of the respective profitability metrics, but I believe it was due to temporary and not secular factors. While the thesis did not work well over the short ...

Corning Incorporated (NYSE:GLW) UBS Global Technology Conference November 28, 2023 10:15 AM ET Company Participants Ann Nicholson - VP of IR Conference Call Participants Josh Spector - UBS Josh Spector All right, everyone. We're going to get started here. Thanks, everyone, for joining us in person and online for UBS' Global Technology Conference. My name is Josh Spector, and I cover North American chemicals and packaging for UBS, as well as a few other niche areas. Today, we're hosting Corning for a firesid ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from To Commission file number: 1-3247 CORNING INCORPORATED (Exact name of registrant as specified in its charter) New York 16-0393470 (State or other jurisdiction of inc ...

Corning Incorporated (NYSE:GLW) Q3 2023 Earnings Conference Call October 24, 2023 8:30 AM ET Company Participants Ann Nicholson - Vice President, Investor Relations Wendell Weeks - Chairman and CEO Ed Schlesinger - Executive Vice President and CFO Jeff Evenson - Executive Vice President and CSO Conference Call Participants Asiya Merchant - Citi Martin Yang - Oppenheimer Meta Marshall - Morgan Stanley Matt Niknam - Deutsche Bank Wamsi Mohan - Bank of America Steven Fox - Fox Advisor Josh Spector - UBS Operat ...

Third-Quarter 2023 Investor Call Corning Reports Third-Quarter Financial Results October 24, 2023 Forward-Looking and Cautionary Statements The statements contained in this presentation and related comments by management that are not historical facts or informationand contain words such as “will,” “believe,” “anticipate,”“expect,” “intend,” “plan,” “seek,” “see,” “would,”“target,” “estimate,” “forecast” or similar expressions areforward-looking statements.These forward-looking statements are made pursuantto ...

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Second-Quarter 2023 Investor Call Corning Reports Second-Quarter Financial Results July 25, 2023 Forward-Looking and Cautionary Statements The statements contained in this presentation and related comments by management that are not historical facts or informationand contain words such as “will,” “believe,” “anticipate,” “expect,” “intend,” “plan,” “seek,” “see,” “would,” “target,” “estimate,” “forecast” or similar expressions are forward-looking statements. These forward-looking statements are made pursuan ...

Corning, Inc. (NYSE:GLW) Q2 2023 Earnings Conference Call July 25, 2023 8:30 AM ET Company Participants Ann Nicholson - Vice President, Investor Relations Wendell Weeks - Chairman and Chief Executive Officer Edward Schlesinger - Executive Vice President and Chief Financial Officer Conference Call Participants Samik Chatterjee - JPMorgan Meta Marshall - Morgan Stanley Asiya Merchant - Citi Mehdi Hosseini - SIG Wamsi Mohan - Bank of America Shannon Cross - Credit Suisse Matthew Niknam - Deutsche Bank Steven F ...

Corning Incorporated (NYSE:GLW) Bernstein's 39th Annual Strategic Decisions Conference 2023 May 31, 2023 3:30 PM ET Company Participants Wendell Weeks - Chairman, Chief Executive Officer Jeff Evenson - Executive Vice President, Chief Strategy Officer Conference Call Participants Laurent Yoon - Bernstein Laurent Yoon We'll get this started. Thank you, everybody, for making the time to come to the Fireside Chat with Corning. I would like to introduce – first of all, my name is Laurent Yoon. I'm the telecom me ...

Corning Incorporated (NYSE:GLW) Edward A. Schlesinger presents at J.P. Morgan 51st Annual Global Technology, Media and Communications Conference May 23, 2023 9:30 AM ET Company Participants Edward A. Schlesinger - Executive Vice President and Chief Financial Officer Conference Call Participants Samik Chatterjee - J.P. Morgan Hi, good morning, everyone. Thank you. Welcome to day two, and I'm Samik Chatterjee, I cover hardware companies at J.P. Morgan, for us kicking it off on day two here is, Corning. I have ...