Lumen Technologies Inc. (LUMN)
Inside Lumen's C-Suite—A CEO and CFO Who Clicked Immediately
Plus, winners and losers from the AI boom.
Lumen Technologies Maps AI Networking Growth Strategy at Citi Conference
Lumen Technologies NYSE: LUMN Chief Executive Officer Kate Johnson said the company is positioning its network and software capabilities around enterprise demand for artificial intelligence, arguing that customers increasingly need to move data among buildings, cloud platforms, data centers and edge locations in real time.
Lumen Technologies Bets on Digital Networks as AI Inference Strains Connectivity
Lumen Technologies NYSE: LUMN is focusing its strategy on digitizing enterprise networking, expanding Network-as-a-Service offerings and managing its legacy operations for cash generation, President and CFO Chris Stansbury said at the Goldman Sachs Communacopia + Technology Conference.
Lumen Technologies, Inc. (LUMN) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
Lumen Technologies, Inc. (LUMN) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
Lumen Technologies, Inc. (LUMN) Presents at Citi's 2026 Global TMT Conference Transcript
Lumen Technologies, Inc. (LUMN) Presents at Citi's 2026 Global TMT Conference Transcript
Why Is Lumen (LUMN) Up 12% Since Last Earnings Report?
Lumen (LUMN) reported earnings 30 days ago. What's next for the stock?
Can Lumen's Multi-Cloud Expansion Boost AI Connectivity Growth?
LUMN expands Multi-Cloud Gateway to more than 10M U.S. business locations, broadening private cloud access and supporting enterprise AI workloads.
Lumen: High-Risk AI Turnaround Worth Checking
Lumen Technologies, Inc. is a highly speculative turnaround play, rated a speculative Buy due to deep value and potential AI-driven growth. Strategic and AI-driven services now comprise 53% of business revenue, growing 14.1% YoY, but legacy telecom declines remain steep at -15.1% YoY. Q2 2026 results beat expectations on revenue and EPS, but overall revenue fell 9.3% YoY, with Mass Markets revenue plunging 40% after asset sales.
Lumen Q2 Earnings Call Highlights Digital Revenue Shift
LUMN beats Q2 estimates as strategic revenues increase 14%, NaaS adoption accelerates and Alkira strengthens its digital networking shift.
Lumen Technologies Q2 Earnings Call Highlights
Lumen Technologies NYSE: LUMN reported second-quarter results that management said were in line with expectations, as the company continued to shift its business toward digital, strategic networking services and away from legacy offerings.
Lumen Q2: Another Step Forward
Lumen Technologies delivered a second straight revenue beat, with Q2 revenues beating estimates despite a 9% YoY decline. Strategic Business revenues, now over half of the Business segment, grew by 14.1%, supporting the company's digital transformation. LUMN maintained full-year guidance, and still expects $1.9 billion to $2.1 billion in free cash flow.
Lumen (LUMN) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for Lumen (LUMN) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
