Vi e w p o i n t | 18 Mar 2026 01:51:01 ET │ 11 pages Corning Incorporated (GLW.N) Constructive on Optical Demand Momentum; Reiterate Buy CITI'S TAKE We met with Corning management at OFC 2026 and walked away with a constructive view for GLW as it further laid out the optical opportunity ahead of the company. Inside DC, Corning continues to focus on three key vectors: density, speed of deployment, and scalability. Recent agreement with Meta and potential for other similar hyperscaler agreements underscore o ...

Vi e w p o i n t | 06 Mar 2026 15:44:22 ET │ 29 pages Asiya Merchant, CFA AC CITI'S TAKE We will host Corning's CFO Edward Schlesinger and VP Corporate Strategy Robert Vanni for virtual meetings with EMEA investors on March 9th. Inside this report, please see key focus questions, management bios, industry data, recent results, and financial model to facilitate a more productive meeting. Company Overview: Corning, Inc. develops and manufactures specialty glass and ceramics. The company provides glass for not ...