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Data Centers & AIUnited StatesUpdated 27 Oct 2026

US Fiber Optic Cable Market 2026: size, data and top companies

Corning, the largest US-listed optical fiber and cable maker, grew Optical Communications sales 32% to $2.07 billion in the second quarter of 2026. The segment's 2025 sales were $6,274 million, up 35%. The federal BEAD program offers $42.45 billion to extend broadband to unserved locations.

Edited by the Stratum Market Research editorial team. Updated 27 Oct 2026.

Headline figure

2.07USD billion

Corning Optical Communications sales, Q2 2026

Illustrative
Corning Incorporated, 28 Jul 2026

65 %

Corning's Enterprise Networks sales increased 65% in the second quarter of 2026, with Gen AI product sales growing significantly faster.

Corning Incorporated

4.74 USD billion

Corning's core sales grew 17% to $4.74 billion in the second quarter of 2026.

Corning Incorporated

6,274 USD million

Corning's Optical Communications segment net sales were $6,274 million in 2025, up $1,617 million or 35% from $4,657 million in 2024.

Corning Incorporated

Why this market is moving now

  • Corning's Optical Communications sales rose 32% in Q2 2026, and Corning cites AI factory buildouts as a demand driver.
  • Corning's Enterprise Networks sales rose 65% in the quarter, with Gen AI products growing faster.
  • BEAD's $42.45 billion in federal funds remains a source of fiber demand for unserved locations.

Key figures

Each figure links to the page it came from.

FigureValueYearSource
Corning's Optical Communications segment sales grew 32% to $2.07 billion in the second quarter of 2026.2.07 USD billion2026Corning Incorporated
Corning's Enterprise Networks sales increased 65% in the second quarter of 2026, with Gen AI product sales growing significantly faster.65 %2026Corning Incorporated
Corning's core sales grew 17% to $4.74 billion in the second quarter of 2026.4.74 USD billion2026Corning Incorporated
Corning's Optical Communications segment net sales were $6,274 million in 2025, up $1,617 million or 35% from $4,657 million in 2024.6,274 USD million2025Corning Incorporated
Corning's total net sales were $15,629 million in 2025.15,629 USD million2025Corning Incorporated
Corning's internal Springboard Plan aims to grow sales to an annualized run rate of $20 billion by the end of 2026.20 USD billion run rate2026Corning Incorporated
The Broadband Equity, Access, and Deployment (BEAD) program is a $42.45 billion federal grant program, with allocations announced for all 56 states and territories in June 2023.42.45 USD billion2023U.S. National Telecommunications and Information Administration (BroadbandUSA)

Companies to watch

Corning

Optical Communications sales of $6,274 million in 2025 and $2.07 billion in Q2 2026.

What the full report covers

Illustration of a report page with its five main parts numbered12345
  1. 1

    Executive summary

    The answer on two pages: size, growth and what drives it.

  2. 2

    Market size and outlook

    History, the current year and a five-year view with base, low and high cases.

  3. 3

    Segments and regions

    Splits by product, buyer and geography across the US, Europe and MEA.

  4. 4

    Company profiles

    The main players, how they compete and where they are investing.

  5. 5

    Data and method

    Every figure in Excel, with the sources and assumptions behind it.

  1. 01Executive summary
    The answer in one page: size, direction and what moves it
  2. 02Market definition and scope
    What is in and out of the United States market
  3. 03Market size, 2021 to 2025
    Historical series and growth rates
  4. 04Outlook to 2031
    Base, low and high scenarios with stated assumptions
  5. 05Rules, policy and deadlines
    Regulation and programmes that change demand
  6. 06Drivers and barriers
    What accelerates or slows adoption, by customer segment
  7. 07Prices, costs and margins
    Unit economics where public data allows
  8. 08Competitive landscape
    8 to 12 company profiles with recent moves
  9. 09Opportunities and risks
    For new entrants, suppliers and investors
  10. 10Method and sources
    Every assumption and source, listed

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Frequently asked questions

How big is the US fiber optic cable market?

There is no single published US market total. For scale, Corning, a leading supplier, reported Optical Communications sales of $6,274 million in 2025, up 35%.

How fast is Corning's optical business growing?

Corning's Optical Communications sales grew 32% to $2.07 billion in the second quarter of 2026.

Why is fiber demand rising?

Corning cites AI factory buildouts and data center infrastructure: Enterprise Networks sales rose 65% in Q2 2026, with Gen AI product sales growing faster.

What is the BEAD program?

BEAD is a $42.45 billion federal grant program run by NTIA to connect every American to high-speed internet; allocations went to all 56 states and territories in June 2023.

What is Corning's 2026 sales goal?

Corning's internal Springboard Plan aims to grow sales to an annualized run rate of $20 billion by the end of 2026. This is a company target, not a forecast.

Sources and method

The figures on this page come from the public sources listed below. Read how we work.

  1. Corning Incorporated: Corning Q2 2026 results press release (Form 8-K Exhibit 99) (2026-07-28)Optical Communications grew sales 32% to $2.07 billion.
  2. Corning Incorporated: Corning Q2 2026 results press release (Form 8-K Exhibit 99) (2026-07-28)including a 65% increase in Enterprise Networks, with Gen AI product sales growing significantly faster.
  3. Corning Incorporated: Corning Q2 2026 results press release (Form 8-K Exhibit 99) (2026-07-28)Q2 core sales grew 17% to $4.74 billion.
  4. Corning Incorporated: Form 10-K for fiscal year 2025 (2026-02-12)Optical Communications net sales: 2025 $6,274 million; 2024 $4,657 million; change $1,617 million, 35%
  5. Corning Incorporated: Form 10-K for fiscal year 2025 (2026-02-12)Net sales 2025: $15,629 million
  6. Corning Incorporated: Corning Q2 2026 results press release (Form 8-K Exhibit 99) (2026-07-28)The company's internal Springboard Plan is to grow sales to an annualized run rate of $20 billion by the end of 2026.
  7. U.S. National Telecommunications and Information Administration (BroadbandUSA): Broadband Equity, Access, and Deployment (BEAD) Program (2026)a $42.45 billion federal grant program that aims to connect every American to high-speed internet.

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