### @GLW — Confirmed — from the earnings call
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 appropriately share expansion risk, with financial impact building mainly in twenty twenty-seven and twenty twenty-eight. Does that address your question, [name]?
- tier: Confirmed (✓)
- source: GLW / The Meta agreement, and two more like it
- receipt: https://ticker.thevixguy.com/p/p-day-20260726-glw-src-glw-meta-and-two-more-rotation
- posted: 2026-07-26T13:04:52.561Z