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Corning's (GLW) Management Presents at 2021 Morgan Stanley Technology, Media and Telecom Conference (Transcript)

Mar. 01, 2021 3:15 PM ETCorning Incorporated (GLW)
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Corning Incorporated (NYSE:GLW) 2021 Morgan Stanley Technology, Media and Telecom Conference March 1, 2021 9:30 AM ET

Company Participants

Jeff Evenson – Executive Vice President and Chief Strategy Officer

Ann Nicholson – Investor Relations

Conference Call Participants

Meta Marshall – Morgan Stanley

Meta Marshall

Hi everybody. I'm Meta Marshall. I head up the networking coverage here at Morgan Stanley. We're pleased here today to have Corning with us. We have Jeff Evenson, Head of Strategy at Corning; and Ann Nicholson is also present as well, who heads up IR. I'm going to start with a disclosure. For important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.

With that, Jeff, is there any disclosure you wanted to brief briefly?

Jeff Evenson

Thanks Meta. I just wanted to remind everybody that I will be making forward-looking statements. We have various disclosures on those on our website and unless I say, otherwise, I'm probably talking about core sales and EPS.

Meta Marshall

Great, perfect. Well, I appreciate you being here virtually with us here today as we kick off the conference. So maybe starting with, Corning has been committed to your three, four, five strategy for going on probably five plus years now. How has that clarified some of the investments that you've made over the past five years and as time passes, how is that strategy maturing?

Jeff Evenson

Yes, three, four, five is both an economic model for us and an innovation model. As I think most people know the three is three core technologies, four is four manufacturing and engineering platforms. Those go together because at Corning, we're innovating just as much on processes as we are on the materials formulations. Those are often go together to produce some of the

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