Corning Inc Q3 2020 Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Samik Chatterjee - JPMorgan Chase & Co, Research Division - Analyst : Great. If I can just have a quick clarification. First, right up to your comment, Wendell, about light flashing green. I just want to make sure I'm reading it right that you're implying all segments are here in a positive backdrop, where they can improve sequentially from 3Q to 4Q, including Life Sciences, for which you're saying 3Q is that trough. And then in terms of just drilling down a bit on the Specialty outperformance that you're seeing, how much of this is driven by content increase versus wider adoption of the cover glass? And if you can drill down a bit on the different areas on a smartphone you're gaining content? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. OCTOBER 27, 2020 / 12:30PM, GLW.N - Q3 2020 Corning Inc Earnings Call

Question: Samik Chatterjee - JPMorgan Chase & Co, Research Division - Analyst : Yes. The question was about Specialty outperformance that you're seeing in Specialty Materials? And how much of the outperformance relative to the underlying smartphone market is content increase versus wider adoption of your cover glass? And which are the areas on a smartphone you're gaining content, if you can just outline that?

Question: Samik Chatterjee - JPMorgan Chase & Co, Research Division - Analyst : Yes. No. Fair. Sounds fair given the current environment.