LUMN beats Q4 earnings estimates as AI-driven fiber demand fuels $13B in PCF deals, while quarterly revenues decline year over year.
Lumen Technologies is executing a major turnaround, divesting legacy assets and targeting AI-driven growth. The recent fiber sale to AT&T provided critical capital for debt reduction, helping to significantly lower interest expenses. LUMN trades at 0.80 times expected sales, reflecting a sizable discounted valuation vs. industry giants AT&T and Verizon.
The headline numbers for Lumen (LUMN) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Lumen Technologies, Inc. (LUMN) Q4 2025 Earnings Call Transcript
Lumen (LUMN) came out with quarterly earnings of $0.23 per share, beating the Zacks Consensus Estimate of a loss of $0.21 per share. This compares to earnings of $0.09 per share a year ago.
Lumen Technologies forecast annual free cash flow exceeding Wall Street estimates on Tuesday, after posting a surprise adjusted profit in the fourth quarter, driven by strong demand for its connectivity solutions.
T completes $5.75 billion Lumen fiber deal, adding 1M+ subscribers and 4M fiber-enabled locations across 32 states.
Lumen Technologies (NYSE: LUMN) reports FY2025 full-year and Q4 earnings today after market close at 4:01 p.m.
LUMN heads into Q4 earnings with AI-fueled PCF momentum, rising NaaS adoption and cost cuts amid ongoing legacy revenue pressure.
LUMN stock is up 18% as AI-driven fiber demand, cost cuts and balance sheet repair fuel a turnaround - but legacy declines and debt still loom.
Concerns about the prospects for Lumen Technologies Inc. (NYSE: LUMN) have lingered.
Lumen Technologies (LUMN) experienced a dramatic rally, driven by turnaround progress and aggressive cost and debt reductions. The pending consumer fiber sale to AT&T will further reduce the top-line, raising questions about the timing of revenue stabilization. Further reductions in debt as well as meaningful free cash flow production are expected this year.