惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

Y
Y Combinator Blog
V
V2EX
Jina AI
Jina AI
爱范儿
爱范儿
M
MIT News - Artificial intelligence
量子位
L
LangChain Blog
Google DeepMind News
Google DeepMind News
酷 壳 – CoolShell
酷 壳 – CoolShell
罗磊的独立博客
腾讯CDC
MongoDB | Blog
MongoDB | Blog
P
Proofpoint News Feed
宝玉的分享
宝玉的分享
OSCHINA 社区最新新闻
OSCHINA 社区最新新闻
Last Week in AI
Last Week in AI
H
Hackread – Cybersecurity News, Data Breaches, AI and More
F
Fortinet All Blogs
The GitHub Blog
The GitHub Blog
Engineering at Meta
Engineering at Meta
博客园 - 聂微东
让小产品的独立变现更简单 - ezindie.com
让小产品的独立变现更简单 - ezindie.com
Vercel News
Vercel News
T
The Blog of Author Tim Ferriss

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem
Corning Incorporated (GLW) Presents at J.P. Morgan 54th A...
2026-05-19 · via All Articles on Seeking Alpha

Corning Incorporated (GLW) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference May 19, 2026 9:25 AM EDT

Company Participants

Edward Schlesinger - Executive Vice President & Chief Financial Officer
Avery Nelson - Executive VP & COO

Conference Call Participants

Samik Chatterjee - JPMorgan Chase & Co, Research Division

Presentation

Samik Chatterjee
JPMorgan Chase & Co, Research Division

Good morning, everyone. Welcome to the fireside chat with Corning, and I have the pleasure of hosting Hal Nelson, who's the SVP and Chief Operating Officer; and Edward Schlesinger, who is the EVP and Chief Financial Officer. So thank you both for coming to the conference, and thank you to the audience as well for being here. Maybe it's a good time just given that you just did your investor event. So we'll focus a lot on that in terms of the discussion here.

Question-and-Answer Session

Samik Chatterjee
JPMorgan Chase & Co, Research Division

You just did the investor event on May 6, where you extended your Springboard plans through 2030 with a $40 billion sales target. Can you just help investors understand the building blocks and sequencing as they think from your trajectory from the $20 billion revenue to $40 billion revenue?

Edward Schlesinger
Executive Vice President & Chief Financial Officer

Yes, thanks. So first of all, thanks for having us. It's great to be here. Thanks for everyone attending. So maybe before I answer that question, just to go back for those that maybe haven't followed, about 2 years ago, 2.5 years ago, we launched a growth plan. We called it Springboard. We were about a $13 billion company. Our operating margin was around 16%, and we had put a significant amount of capacity in place across most of our businesses. And we had expected to fill that capacity, grow sales and improve our margins. We had set a target of growing sales, about $8 billion from that level, so