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Corning10-K: Digital transformation

Specialty Materials sales grew 10% ($193M) on strong demand, including collaboration with Apple.

What happened

The Specialty Materials segment, which includes Gorilla Glass, saw a $193 million increase in sales, driven by demand for premium mobile device glass. A key part of this success is a collaboration with Apple for its iPhone 15 devices, indicating a strong position and budget within the high-end consumer electronics market.

Source

SEC EDGARFeb 12, 2026

Annual report (Form 10-K)

Corning 10-K for FY2025

Filing excerpt

The increase in segment net sales was primarily due to continued strong demand for premium glass for mobile devices and growth in our Gorilla Glass solutions business.

sec.gov/Archives/edgar/data/24741/000002474126000124/glw-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Digital transformation

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 12, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$193M (Specialty Materials segment net sales increase)
Percent
10% (Specialty Materials segment net sales increase)

Details

CIK
24741
Accession number
0000024741-26-000124
Timeframe
Current year
Filing year
2026
Why it matters
Multi-year tech investment
Signal category
Strategic

Topics and mentions

Vendors

  • Apple

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Feb 17, 2026
signal_type
sec-10k
signal_subtype
digitalTransformation

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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/e9592431-0f40-4549-b85a-f415df6cdb1e returns this record as JSON. POST /v1/companies/enrich returns every signal for corning.com.

{
  "signal_id": "e9592431-0f40-4549-b85a-f415df6cdb1e",
  "signal_type": "sec-10k",
  "signal_subtype": "digitalTransformation",
  "detected_at": "2026-02-17T06:30:08.133+00:00",
  "company": {
    "name": "Corning",
    "domain": "corning.com"
  },
  "data": {
    "detail": "The Specialty Materials segment, which includes Gorilla Glass, saw a $193 million increase in sales, driven by demand for premium mobile device glass. A key part of this success is a collaboration with Apple for its iPhone 15 devices, indicating a strong position and budget within the high-end consumer electronics market.",
    "metrics": {
      "pct": 0.1,
      "timeframe": "current_year",
      "pct_context": "Specialty Materials segment net sales increase",
      "dollar_context": "Specialty Materials segment net sales increase",
      "dollar_millions": 193
    },
    "summary": "Specialty Materials sales grew 10% ($193M) on strong demand, including collaboration with Apple.",
    "excerpts": "The increase in segment net sales was primarily due to continued strong demand for premium glass for mobile devices and growth in our Gorilla Glass solutions business.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/24741/000002474126000124/glw-20251231.htm",
    "filing_date": "2026-02-12",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Multi-year tech investment",
    "signal_category": "strategic",
    "vendors_mentioned": [
      "Apple"
    ]
  }
}

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