### @GLW — Confirmed — from the earnings call and annual filing
I'm gonna answer in three layers. First, Optical Communications delivered $1.8 billion this quarter, up thirty-six percent year over year, with segment net income of $387 million, up ninety-three percent. Second, the segment reached about $6.3 billion for twenty twenty-five, roughly thirty-eight percent of total segment revenue, while the rest of Corning remains glass and glass-ceramics, automotive, life sciences and solar. Third, read plainly, AI is a real and fast-growing driver of one segment, not the whole business. Does that address your question, [name]?
- tier: Confirmed (✓)
- source: GLW / The AI slice, in proportion
- receipt: https://ticker.thevixguy.com/p/p-day-20260716-glw-src-glw-ai-in-proportion-conversation
- posted: 2026-07-16T23:56:28.608Z