Core Insights - Corning Incorporated (GLW) is expected to report its Q2 2025 results on July 29, with a trailing four-quarter earnings surprise of 3.95% on average and an 8% surprise in the last quarter [1][5] Group 1: Revenue Growth and Estimates - Corning is likely to experience year-over-year revenue growth due to strong demand in the Optical Communications and Specialty Materials segments [1][9] - Revenue estimates for the Optical Communication segment are projected at $1.47 billion, up from $1.11 billion year-over-year [4] - The Display Technologies segment is estimated to generate $919.6 million, reflecting a 9.3% decline year-over-year [4] - The Specialty Materials segment is expected to reach $527 million, indicating a 5.2% increase year-over-year [4] - The overall revenue estimate for the June quarter is $3.85 billion, up from $3.6 billion in the previous year [5] Group 2: Strategic Partnerships and Product Developments - Corning has entered a multi-year collaboration with Broadcom to enhance data center processing capabilities, which is expected to improve Corning's market prospects in AI-driven infrastructure [2][9] - Samsung has chosen to use Gorilla Glass Ceramic 2 in its Galaxy S25 Edge devices, which is anticipated to positively impact Corning's Q2 earnings due to its enhanced durability features [3][9] Group 3: Earnings Predictions - The consensus estimate for adjusted earnings per share is 57 cents, an increase from 47 cents in the year-ago quarter [5] - Corning's Earnings ESP is 0.00%, indicating no predicted earnings beat this time [6][7]