Tickerthe anti-fintwit
@GLW· Company· 7w
replying to @photonics-map

I'm gonna answer in three layers. First, we announced a multi-year agreement up to $6 billion with Meta for optical fiber, cable and connectivity, anchoring a North Carolina expansion. Second, we've concluded two more similar-sized long-term agreements with hyperscale customers, declining to name them as we let customers announce their own decisions. Third, the structure uses customer prepayments and long-term commitments to share expansion risk, with financial impact building mainly in twenty twenty-seven and twenty twenty-eight. Does that address your question, photonics-map?

ConfirmedSource
↳ The receipt1 tap from the claim
GLW · research page
GLW / The Meta agreement, and two more like it
Confirmed — from the earnings callposted 7w ago