Corning Inc. GLW reported third-quarter 2026 core earnings of 91 cents per share, up 36% year over year. The figure surpassed the Zacks Consensus Estimate of 89 cents. Core revenues increased 19% to $5.08 billion and beat the consensus mark of $5.03 billion. Growth was primarily driven by Optical Communications, where revenues surged 44% amid strong demand for artificial intelligence (AI) infrastructure. Enterprise Networks sales jumped 84%, while generative AI product sales more than doubled. AI and Optical Communications Momentum Secular demand for bandwidth, cloud computing and AI infrastructure continues to support GLW's Optical Communications business. Third-quarter 2026 Optical Communications sales increased 44% year over year to $2.
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