Lumen Technologies, Inc. (LUMN) NewStreet Research and BCG Future of Connectivity Leaders Conference (Transcript)
Lumen Technologies, Inc. (NYSE:LUMN ) NewStreet Research and BCG Future of Connectivity Leaders Conference March 26, 2025 1:45 PM ET Company Participants Chris Stansbury - EVP, CFO Conference Call Participants Brandon Magsamen - Boston Consulting Group Brandon Magsamen Well, good afternoon. Thanks for joining us.
Lumen: A High-Risk, High-Reward Fiber Play
Lumen Technologies has faced top line contraction due to past asset sales, but expects positive free cash flow by FY 2025. The company's fiber broadband business is a key growth driver, adding 42k new subscribers and generating 19% higher revenues in the last quarter. Despite a free cash flow rebound in FY 2024, Lumen remains overleveraged compared to rivals like AT&T and Verizon.
Why Lumen Technologies Stock Plummeted Today
Lumen (LUMN -9.26%) stock got hit hard in Tuesday's trading. Its share price was down 10% just before market close on news that the company could wind up selling one of its units to AT&T.
AT&T in talks to buy lumen's consumer fiber unit, Bloomberg News reports
AT&T is in talks to acquire Lumen Technologies' consumer fiber operations, Bloomberg News reported on Tuesday, according to people with knowledge of the matter.
Lumen Technologies: The Turnaround Goes On Well
Lumen Technologies is transforming into a key AI player, securing $8.5 billion in deals with tech giants and partnering with OneVizion to streamline operations. Despite a 25% share price drop, Lumen's fundamentals and AI exposure are improving, making it a 'Strong buy' with a 43% upside potential. Positive developments include a $1 billion cost savings plan, credit rating upgrade, and successful debt restructuring, enhancing Lumen's strategic positioning.
Why Lumen Stock Is Surging Today
Lumen (LUMN 6.66%) stock is soaring in Friday's trading. The company's share price was up 7.8% as of 3 p.m.
Lumen Skyrockets 176% in a Year: Should Investors Still Buy the Stock?
Higher demand for Lumen's PCF solutions amid rapid AI proliferation is an encouraging development.
Why Is Lumen (LUMN) Up 3.8% Since Last Earnings Report?
Lumen (LUMN) reported earnings 30 days ago. What's next for the stock?
Why Lumen Stock Is Gaining Today
Lumen (LUMN 7.32%) stock is climbing higher in Wednesday's trading, thanks to favorable demand indicators and momentum for the broader market. The telecommunications technologies company's share price was up 6.8% as of 2:45 p.m.
Better AI Stock: Applied Digital vs. Lumen Technologies
Applied Digital (APLD -14.00%) and Lumen Technologies (LUMN 1.48%) represent two unique ways to invest in the growing artificial intelligence (AI) market. Applied Digital builds data centers for AI services and other high-performing computing (HPC) applications that require lots of computing power.
Lumen Technologies, Inc. (LUMN) Presents at Raymond James Annual Institutional Investors Conference (Transcript)
Lumen Technologies, Inc. (NYSE:LUMN ) Raymond James Annual Institutional Investors Conference March 3, 2025 11:00 AM ET Company Participants Chris Stansbury - Chief Financial Officer Conference Call Participants Frank Louthan - Raymond James Frank Louthan Good morning. My name is Frank Louthan, I'm the Senior Wireline Analyst here at Raymond James.
Why Lumen Stock Is Jumping Today
Lumen (LUMN 5.07%) stock is posting big gains in Wednesday's trading. The company's share price was up 5.5% as of 3 p.m.
