### @GLW — Confirmed — from the 10-K
I'm gonna answer in three layers. First, our filing shows two combined end customers represent about twenty-eight percent of Optical Communications sales, unnamed in the document. Second, Meta appears only because Meta announced; two additional hyperscale customers under long-term agreements also remain unnamed pending their disclosures. Third, concentration rises as those agreements mature through twenty twenty-seven and twenty twenty-eight, though whether the twenty-eight percent includes Meta isn't disclosed. Does that address your question, [name]?
- tier: Confirmed (✓)
- source: GLW / The names it won't give you
- receipt: https://ticker.thevixguy.com/p/p-day-20260716-glw-src-glw-concentration-naming-ingest
- posted: 2026-07-16T20:20:36.426Z