GLW

• Core gross margin expanded 120 basis points to 39.6%; core operating margin expanded 190 basis points to 20.9%.
• Optical Communications sales grew 32% to $2.07 billion, with Enterprise Networks up 65%.
• Solar sales grew 90% to $438 million; segment reported a net loss of $7 million.
• Q3 2026 outlook: core sales $4.9-$5.0 billion (up ~16% Y/Y), core EPS $0.85-$0.89 (up ~28% Y/Y).

2.02 Results of Operations and Financial Condition

• The presentation starts at 9:25 AM (ET) on May 19, 2026, and will include business updates.
• A live audio webcast will be available on investor.corning.com under Events & Presentations.
• A replay and transcript of the webcast will be available for 12 months following the presentation.
• The information is furnished under Item 7.01 Regulation FD Disclosure and is not deemed filed for SEC purposes.

7.01 Regulation FD Disclosure

• The warrants are exercisable immediately and expire on the third anniversary of issuance, subject to earlier termination or fundamental transaction provisions.
• The warrants and underlying shares were sold without registration under the Securities Act, relying on Section 4(a)(2) exemptions.
• Corning and NVIDIA announced a long-term partnership to expand U.S. optical connectivity manufacturing capacity by 10x, build three new plants in North Carolina and Texas, and create over 3,000 jobs.
• The partnership aims to supply optical connectivity for NVIDIA-accelerated AI data centers.

3.02 Unregistered Sales of Equity Securities · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• All 10 director nominees were elected, including Wendell P. Weeks and Ami Badani, with votes for ranging from 618,835,781 to 648,303,262.
• The advisory say-on-pay proposal was approved with 610,434,132 votes for and 38,800,367 against.
• PricewaterhouseCoopers LLP was ratified as independent auditor for 2026 with 713,266,444 votes for.
• A shareholder proposal for an independent chair policy was not approved (117,552,061 for, 527,957,300 against).

5.07 Submission of Matters to a Vote of Security Holders

• The event will cover business progress, updates to the Springboard plan, Gen AI product portfolio innovations, and a new Photonics Market-Access Platform.
• CEO Wendell Weeks is expected to appear on CNBC on May 7, 2026, at approximately 6:00 PM ET to discuss these topics and provide further updates.
• A live audio webcast and replay of the event will be available on investor.corning.com under Events & Presentations for 12 months.
• The information is furnished under Item 7.01 Regulation FD Disclosure and is not deemed filed for SEC purposes.

7.01 Regulation FD Disclosure

• Core sales grew 18% to $4.35 billion and core EPS grew 30% to $0.70 versus Q1 2025.
• Optical Communications sales grew 36% and Solar sales were up 80% year over year.
• Two additional hyperscale customers signed large, long-term agreements similar in size and duration to the up-to-$6 billion Meta deal.
• Q2 2026 guidance: core sales up about 14% to approximately $4.6 billion, core EPS in range of $0.73-$0.77, including $30 million extra expense from solar wafer facility shutdown.

2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure

• Edward Schlesinger, EVP and CFO of Corning Incorporated, will speak at the Morgan Stanley Technology, Media & Telecom Conference on March 3, 2026 at 11:30 AM ET.
• A live audio webcast will be available on investor.corning.com under Events and Presentations.
• A replay and transcript of the webcast will be available for 12 months following the presentation.
• The information is furnished under Item 7.01 Regulation FD Disclosure and is not deemed filed for SEC purposes.

7.01 Regulation FD Disclosure

• Full-year 2025 core sales grew 13% to $16.41 billion, and core EPS grew 29% to $2.52.
• Q1 2026 outlook: core sales up ~15% to $4.2-$4.3 billion, core EPS $0.66-$0.70.
• Springboard plan upgraded: internal plan now adds $11 billion in incremental annualized sales by end of 2028, up from $8 billion.
• Corning and Meta announced a multiyear, up to $6-billion agreement for next-generation data center technologies.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits