Subtext

Corning Incorporated GLW

SectorInformation Technology
Transcripts78
Date range2005-10-31 – 2025-04-29
Calls charted77

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-25-13+0+13+252005 Q32008 Q22011 Q12013 Q32016 Q12018 Q32021 Q12023 Q32005 Q3 · Overall: -3.02005 Q4 · Overall: +1.92006 Q1 · Overall: +2.72006 Q2 · Overall: -2.02006 Q3 · Overall: +4.22006 Q4 · Overall: +1.52007 Q2 · Overall: +1.42007 Q3 · Overall: +3.62007 Q4 · Overall: +3.82008 Q1 · Overall: +2.92008 Q2 · Overall: -0.22008 Q3 · Overall: -10.82008 Q4 · Overall: -7.22009 Q1 · Overall: -2.52009 Q2 · Overall: -1.32009 Q3 · Overall: -1.52009 Q4 · Overall: +0.82010 Q1 · Overall: +6.22010 Q2 · Overall: +6.92010 Q3 · Overall: +3.82011 Q1 · Overall: +7.62011 Q2 · Overall: +1.72011 Q3 · Overall: +2.42011 Q4 · Overall: +0.42012 Q1 · Overall: +3.22012 Q2 · Overall: -0.82012 Q3 · Overall: +5.22012 Q4 · Overall: -0.62013 Q1 · Overall: +4.32013 Q2 · Overall: +2.22013 Q3 · Overall: +5.12013 Q4 · Overall: -0.12014 Q1 · Overall: +8.92014 Q2 · Overall: +3.22014 Q3 · Overall: +7.32014 Q4 · Overall: +4.22015 Q1 · Overall: +6.82015 Q2 · Overall: +7.02015 Q3 · Overall: +9.82015 Q4 · Overall: +8.52016 Q1 · Overall: +4.12016 Q2 · Overall: +7.52016 Q3 · Overall: +9.02016 Q4 · Overall: +13.12017 Q1 · Overall: +11.92017 Q2 · Overall: +13.42017 Q3 · Overall: +19.02017 Q4 · Overall: +14.02018 Q1 · Overall: +18.42018 Q2 · Overall: +18.92018 Q3 · Overall: +21.52018 Q4 · Overall: +21.82019 Q1 · Overall: +18.62019 Q2 · Overall: +11.32019 Q3 · Overall: +11.22019 Q4 · Overall: +9.12020 Q1 · Overall: +3.22020 Q2 · Overall: +9.32020 Q3 · Overall: +15.22020 Q4 · Overall: +14.22021 Q1 · Overall: +19.62021 Q2 · Overall: +14.72021 Q3 · Overall: +14.02021 Q4 · Overall: +16.62022 Q1 · Overall: +14.02022 Q2 · Overall: +10.72022 Q3 · Overall: +6.72022 Q4 · Overall: +10.62023 Q1 · Overall: +12.72023 Q2 · Overall: +14.12023 Q3 · Overall: +12.52023 Q4 · Overall: +11.72024 Q1 · Overall: +6.52024 Q2 · Overall: +11.62024 Q3 · Overall: +9.72024 Q4 · Overall: +9.92025 Q1 · Overall: +12.9
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-35-17+0+17+352005 Q32008 Q22011 Q12013 Q32016 Q12018 Q32021 Q12023 Q32006 Q1 · CEO: +11.22006 Q2 · CEO: +2.22006 Q3 · CEO: +12.72006 Q4 · CEO: +5.52007 Q2 · CEO: +1.02007 Q4 · CEO: +6.92008 Q1 · CEO: +19.92008 Q2 · CEO: +8.42008 Q3 · CEO: -2.72008 Q4 · CEO: -3.92009 Q1 · CEO: +3.22009 Q2 · CEO: +13.62009 Q3 · CEO: +14.22009 Q4 · CEO: +26.22010 Q1 · CEO: +16.22010 Q2 · CEO: +19.62012 Q1 · CEO: +17.82012 Q3 · CEO: +16.82013 Q1 · CEO: +11.82013 Q3 · CEO: +5.42014 Q1 · CEO: +14.12014 Q3 · CEO: +14.52015 Q1 · CEO: +15.22015 Q3 · CEO: +21.82015 Q4 · CEO: +16.02016 Q3 · CEO: +16.32016 Q4 · CEO: +22.82017 Q1 · CEO: +20.32017 Q2 · CEO: +22.02017 Q3 · CEO: +30.22017 Q4 · CEO: +22.02018 Q1 · CEO: +25.62018 Q2 · CEO: +21.72018 Q3 · CEO: +25.62018 Q4 · CEO: +29.02019 Q1 · CEO: +24.82019 Q2 · CEO: +14.92019 Q3 · CEO: +17.22019 Q4 · CEO: +16.02020 Q1 · CEO: +3.82020 Q2 · CEO: +16.12020 Q3 · CEO: +14.42020 Q4 · CEO: +15.72021 Q1 · CEO: +25.02021 Q2 · CEO: +24.62021 Q3 · CEO: +18.82021 Q4 · CEO: +19.62022 Q1 · CEO: +18.02022 Q2 · CEO: +14.12022 Q3 · CEO: +15.02022 Q4 · CEO: +19.72023 Q1 · CEO: +15.92023 Q2 · CEO: +19.32023 Q3 · CEO: +15.82023 Q4 · CEO: +18.62024 Q1 · CEO: +14.72024 Q2 · CEO: +15.12024 Q3 · CEO: +20.22024 Q4 · CEO: +19.82025 Q1 · CEO: +12.32005 Q3 · CFO: -2.92005 Q4 · CFO: +0.72006 Q1 · CFO: +3.22006 Q2 · CFO: -0.32006 Q3 · CFO: +7.62006 Q4 · CFO: +2.32007 Q2 · CFO: +4.32007 Q3 · CFO: +4.02007 Q4 · CFO: +4.12008 Q1 · CFO: +3.22008 Q2 · CFO: +0.82008 Q3 · CFO: -11.02008 Q4 · CFO: -8.72009 Q1 · CFO: -1.12009 Q2 · CFO: -0.22009 Q3 · CFO: -1.12009 Q4 · CFO: +4.52010 Q1 · CFO: +6.32010 Q2 · CFO: +8.22010 Q3 · CFO: +5.02011 Q1 · CFO: +9.62011 Q2 · CFO: +4.42011 Q3 · CFO: +4.32011 Q4 · CFO: +3.62012 Q1 · CFO: +3.42012 Q2 · CFO: +1.12012 Q3 · CFO: +7.12012 Q4 · CFO: +0.12013 Q1 · CFO: +4.62013 Q2 · CFO: +6.52013 Q3 · CFO: +8.62013 Q4 · CFO: +2.02014 Q1 · CFO: +12.22014 Q2 · CFO: +6.42014 Q3 · CFO: +10.02014 Q4 · CFO: +7.32015 Q1 · CFO: +5.22015 Q2 · CFO: +8.92015 Q3 · CFO: +5.02015 Q4 · CFO: +6.02016 Q3 · CFO: +11.02016 Q4 · CFO: +9.72017 Q1 · CFO: +11.62017 Q2 · CFO: +15.32017 Q3 · CFO: +18.02018 Q1 · CFO: +17.02018 Q2 · CFO: +22.02018 Q3 · CFO: +27.12018 Q4 · CFO: +21.12019 Q1 · CFO: +22.92019 Q2 · CFO: +14.92019 Q3 · CFO: +15.72019 Q4 · CFO: +8.62020 Q1 · CFO: +7.42020 Q2 · CFO: +11.82020 Q3 · CFO: +23.82020 Q4 · CFO: +22.52021 Q1 · CFO: +21.42021 Q2 · CFO: +14.62021 Q3 · CFO: +17.22021 Q4 · CFO: +23.82022 Q1 · CFO: +27.92022 Q2 · CFO: +18.72022 Q3 · CFO: +9.02022 Q4 · CFO: +11.22023 Q1 · CFO: +17.32023 Q2 · CFO: +18.92023 Q3 · CFO: +21.22023 Q4 · CFO: +18.02024 Q1 · CFO: +11.72024 Q2 · CFO: +15.22024 Q3 · CFO: +11.92024 Q4 · CFO: +12.22025 Q1 · CFO: +20.4
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-32-16+0+16+322005 Q32008 Q22011 Q12013 Q32016 Q12018 Q32021 Q12023 Q32005 Q3 · Prepared remarks: -3.22005 Q4 · Prepared remarks: -2.52006 Q1 · Prepared remarks: +1.12006 Q2 · Prepared remarks: +1.42006 Q3 · Prepared remarks: +4.62006 Q4 · Prepared remarks: -0.62007 Q2 · Prepared remarks: +2.72007 Q3 · Prepared remarks: +1.82007 Q4 · Prepared remarks: +2.72008 Q1 · Prepared remarks: +3.62008 Q2 · Prepared remarks: +1.32008 Q3 · Prepared remarks: -11.32008 Q4 · Prepared remarks: -11.62009 Q1 · Prepared remarks: -3.42009 Q2 · Prepared remarks: +0.42009 Q3 · Prepared remarks: +2.82009 Q4 · Prepared remarks: +5.82010 Q1 · Prepared remarks: +6.22010 Q2 · Prepared remarks: +8.62010 Q3 · Prepared remarks: +3.92011 Q1 · Prepared remarks: +8.82011 Q2 · Prepared remarks: +4.52011 Q3 · Prepared remarks: +3.32011 Q4 · Prepared remarks: +6.32012 Q1 · Prepared remarks: +2.72012 Q2 · Prepared remarks: -1.02012 Q3 · Prepared remarks: +1.92012 Q4 · Prepared remarks: -4.22013 Q1 · Prepared remarks: +3.22013 Q2 · Prepared remarks: +7.52013 Q3 · Prepared remarks: +5.32013 Q4 · Prepared remarks: +4.22014 Q1 · Prepared remarks: +11.52014 Q2 · Prepared remarks: +8.32014 Q3 · Prepared remarks: +16.02014 Q4 · Prepared remarks: +8.92015 Q1 · Prepared remarks: +5.52015 Q2 · Prepared remarks: +12.42015 Q3 · Prepared remarks: +11.02015 Q4 · Prepared remarks: +11.22016 Q1 · Prepared remarks: +7.22016 Q2 · Prepared remarks: +11.72016 Q3 · Prepared remarks: +15.12016 Q4 · Prepared remarks: +18.12017 Q1 · Prepared remarks: +22.22017 Q2 · Prepared remarks: +22.62017 Q3 · Prepared remarks: +28.22017 Q4 · Prepared remarks: +26.62018 Q1 · Prepared remarks: +26.82018 Q2 · Prepared remarks: +26.32018 Q3 · Prepared remarks: +22.82018 Q4 · Prepared remarks: +27.82019 Q1 · Prepared remarks: +28.22019 Q2 · Prepared remarks: +18.82019 Q3 · Prepared remarks: +18.62019 Q4 · Prepared remarks: +12.82020 Q1 · Prepared remarks: +4.62020 Q2 · Prepared remarks: +19.72020 Q3 · Prepared remarks: +21.82020 Q4 · Prepared remarks: +21.62021 Q1 · Prepared remarks: +25.22021 Q2 · Prepared remarks: +20.82021 Q3 · Prepared remarks: +20.32021 Q4 · Prepared remarks: +27.52022 Q1 · Prepared remarks: +25.92022 Q2 · Prepared remarks: +22.42022 Q3 · Prepared remarks: +15.42022 Q4 · Prepared remarks: +15.62023 Q1 · Prepared remarks: +23.32023 Q2 · Prepared remarks: +28.02023 Q3 · Prepared remarks: +24.72023 Q4 · Prepared remarks: +25.32024 Q1 · Prepared remarks: +19.72024 Q2 · Prepared remarks: +21.42024 Q3 · Prepared remarks: +16.62024 Q4 · Prepared remarks: +20.12025 Q1 · Prepared remarks: +16.72005 Q4 · Q&A responses: +7.92006 Q1 · Q&A responses: +6.42006 Q2 · Q&A responses: -4.42006 Q3 · Q&A responses: +8.12006 Q4 · Q&A responses: +7.62007 Q2 · Q&A responses: +4.22007 Q3 · Q&A responses: +9.52007 Q4 · Q&A responses: +5.52008 Q1 · Q&A responses: +3.92008 Q2 · Q&A responses: +2.82008 Q3 · Q&A responses: -8.42008 Q4 · Q&A responses: -2.42009 Q1 · Q&A responses: +3.02009 Q2 · Q&A responses: +3.62009 Q3 · Q&A responses: +1.12009 Q4 · Q&A responses: +4.42010 Q1 · Q&A responses: +11.22010 Q2 · Q&A responses: +7.92010 Q3 · Q&A responses: +5.72011 Q1 · Q&A responses: +7.62011 Q2 · Q&A responses: +0.32011 Q3 · Q&A responses: +2.02011 Q4 · Q&A responses: -6.42012 Q1 · Q&A responses: +6.82012 Q2 · Q&A responses: +1.52012 Q3 · Q&A responses: +10.62012 Q4 · Q&A responses: +5.72013 Q1 · Q&A responses: +8.42013 Q2 · Q&A responses: +2.72013 Q3 · Q&A responses: +3.92013 Q4 · Q&A responses: -1.02014 Q1 · Q&A responses: +11.42014 Q2 · Q&A responses: +5.02014 Q3 · Q&A responses: +6.02014 Q4 · Q&A responses: +4.52015 Q1 · Q&A responses: +10.52015 Q2 · Q&A responses: +7.32015 Q3 · Q&A responses: +11.82015 Q4 · Q&A responses: +7.42016 Q1 · Q&A responses: +5.12016 Q2 · Q&A responses: +5.02016 Q3 · Q&A responses: +10.22016 Q4 · Q&A responses: +11.62017 Q1 · Q&A responses: +6.12017 Q2 · Q&A responses: +10.62017 Q3 · Q&A responses: +16.42017 Q4 · Q&A responses: +2.72018 Q1 · Q&A responses: +11.82018 Q2 · Q&A responses: +10.72018 Q3 · Q&A responses: -4.22018 Q4 · Q&A responses: +16.62019 Q1 · Q&A responses: +16.12019 Q2 · Q&A responses: +9.42019 Q3 · Q&A responses: +9.92019 Q4 · Q&A responses: +8.62020 Q1 · Q&A responses: +3.62020 Q2 · Q&A responses: +4.82020 Q3 · Q&A responses: +11.82020 Q4 · Q&A responses: +10.72021 Q1 · Q&A responses: +16.92021 Q2 · Q&A responses: +10.92021 Q3 · Q&A responses: +10.32021 Q4 · Q&A responses: +3.72022 Q1 · Q&A responses: +2.52022 Q2 · Q&A responses: +6.52022 Q3 · Q&A responses: +6.72022 Q4 · Q&A responses: +12.12023 Q1 · Q&A responses: +6.12023 Q2 · Q&A responses: +8.22023 Q3 · Q&A responses: +6.92023 Q4 · Q&A responses: +2.12024 Q1 · Q&A responses: +7.02024 Q2 · Q&A responses: +3.12024 Q3 · Q&A responses: +9.12024 Q4 · Q&A responses: +5.92025 Q1 · Q&A responses: +8.6
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$1.29$1.93$2.572005 Q32008 Q22011 Q12013 Q32016 Q12018 Q32021 Q12023 Q32014 Q1: $1.502014 Q2: $1.582014 Q3: $1.562014 Q4: $1.572015 Q1: $1.582015 Q2: $1.552015 Q3: $1.522015 Q4: $1.462016 Q1: $1.442016 Q2: $1.472016 Q3: $1.572016 Q4: $1.662017 Q1: $1.712017 Q2: $1.802017 Q3: $1.802017 Q4: $1.822018 Q1: $1.762018 Q2: $1.832018 Q3: $1.972018 Q4: $2.092019 Q1: $2.082019 Q2: $2.102019 Q3: $1.892019 Q4: $1.852020 Q1: $1.642020 Q2: $1.382020 Q3: $1.662020 Q4: $1.872021 Q1: $2.022021 Q2: $2.242021 Q3: $2.342021 Q4: $2.332022 Q1: $2.442022 Q2: $2.482022 Q3: $2.402022 Q4: $2.272023 Q1: $2.172023 Q2: $2.202023 Q3: $2.192023 Q4: $1.982024 Q1: $1.942024 Q2: $2.042024 Q3: $2.192024 Q4: $2.31

Forward P/E

11.4016.2721.152005 Q32008 Q22011 Q12013 Q32016 Q12018 Q32021 Q12023 Q32014 Q1: 12.742014 Q2: 13.532014 Q3: 13.252014 Q4: 13.562015 Q1: 15.062015 Q2: 13.452015 Q3: 12.072015 Q4: 12.682016 Q1: 13.512016 Q2: 13.742016 Q3: 14.252016 Q4: 14.662017 Q1: 15.972017 Q2: 16.252017 Q3: 16.182017 Q4: 17.742018 Q1: 16.762018 Q2: 15.592018 Q3: 17.942018 Q4: 14.382019 Q1: 16.462019 Q2: 15.612019 Q3: 14.802019 Q4: 15.302020 Q1: 13.132020 Q2: 19.822020 Q3: 19.632020 Q4: 19.382021 Q1: 20.482021 Q2: 18.012021 Q3: 16.512021 Q4: 15.972022 Q1: 15.292022 Q2: 13.202022 Q3: 13.692022 Q4: 14.862023 Q1: 15.122023 Q2: 15.112023 Q3: 14.242023 Q4: 14.992024 Q1: 16.852024 Q2: 19.712024 Q3: 19.852024 Q4: 20.13

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q2 tone ↓ -5.6 fwd EPS ↑ +0.09 Tone cooled even as the forward EPS estimate rose.
  • 2014 Q3 tone ↑ +4.1 fwd EPS ↓ -0.02 Tone rose while the forward EPS estimate was cut.
  • 2015 Q3 tone ↑ +2.8 fwd EPS ↓ -0.04 Tone rose while the forward EPS estimate was cut.
  • 2018 Q1 tone ↑ +4.4 fwd EPS ↓ -0.06 Tone rose while the forward EPS estimate was cut.
  • 2020 Q2 tone ↑ +6.1 fwd EPS ↓ -0.26 Tone rose while the forward EPS estimate was cut.
  • 2021 Q2 tone ↓ -4.9 fwd EPS ↑ +0.22 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -2.6 fwd EPS ↑ +0.11 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↓ -3.3 fwd EPS ↑ +0.04 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q4 tone ↑ +3.9 fwd EPS ↓ -0.13 Tone rose while the forward EPS estimate was cut.
  • 2023 Q1 tone ↑ +2.1 fwd EPS ↓ -0.10 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-29+12.9——View →
2024 Q42025-01-29+9.9$2.3120.1View →
2024 Q32024-10-29+9.7$2.1919.9View →
2024 Q22024-07-30+11.6$2.0419.7View →
2024 Q12024-04-30+6.5$1.9416.9View →
2023 Q42024-01-30+11.7$1.9815.0View →
2023 Q32023-10-24+12.5$2.1914.2View →
2023 Q22023-07-25+14.1$2.2015.1View →