Workflow
Lumen(LUMN)
icon
Search documents
Lumen Technologies, Inc. (LUMN) Annual Deutsche Bank Leveraged Finance Conference
2023-10-03 23:51
Lumen Technologies, Inc. (NYSE:LUMN) Annual Deutsche Bank Leveraged Finance Conference October 3, 2023 4:35 PM ET Company Participants Chris Stansbury - Executive Vice President and Chief Financial Officer Conference Call Participants Jitendra Joshi - Deutsche Bank Jitendra Joshi Thanks for attending our fireside with Lumen. Now that we're all sort of pumped up about Gen AI, let's talk about the company that is likely to benefit from all the bits that are going to flow as a result. My name is Jiten Joshi, I ...
Lumen Technologies, Inc. (LUMN) BofA Securities 2023 Media, Communications and Entertainment Conference (Transcript)
2023-09-14 20:01
Lumen Technologies, Inc. (NYSE:LUMN) BofA Securities 2023 Media, Communications and Entertainment Conference September 14, 2023 1:10 PM ET Company Participants Chris Stansbury - EVP and CFO Conference Call Participants Dave Barden - Bank of America Merrill Lynch Dave Barden All right. Welcome back from lunch, everybody. Thanks for joining us, while people kind of filter in, but, we'll get started to stay on time. Thank you so much, I'm Dave Barden. I head up telecommunications and common infrastructure rese ...
Lumen Technologies, Inc. (LUMN) Goldman Sachs 2023 Communacopia + Technology Conference (Transcript)
2023-09-08 15:00
Lumen Technologies, Inc. (NYSE:LUMN) Goldman Sachs 2023 Communacopia + Technology Conference September 7, 2023 6:45 PM ET Company Participants Chris Stansbury - EVP and CFO Conference Call Participants Unidentified Company Representative Welcome, everyone. It's been three terrific days here. Thanks to all of you for turning out, and it's really an honor to welcome back to our Communacopia & Technology Conference for the second year Chris Stansbury, the CFO of Lumen Technologies. Thanks for being back here w ...
Lumen Technologies, Inc. (LUMN) Presents at TD Cowen 9th Annual Communications Infrastructure Summit Conference (Transcript)
2023-08-14 03:15
Lumen Technologies, Inc. (NYSE:LUMN) TD Cowen 9th Annual Communications Infrastructure Summit Conference Call August 8, 2023 5:40 PM ET Company Participants Andrew Dugan - Executive Vice President and Chief Technology Officer Conference Call Participants Greg Williams - TD Cowen Greg Williams Let’s get started. Welcome everybody. It’s Greg Williams; I cover the telco wireless data and power sector at TD Cowen. I am joined this session by Andrew Dugan, the EVP and Chief Technology Officer of Lumen. Andrew, w ...
Lumen(LUMN) - 2023 Q2 - Earnings Call Transcript
2023-08-01 23:44
Lumen Technologies, Inc. (NYSE:LUMN) Q2 2023 Earnings Conference Call August 1, 2023 5:00 PM ET Company Participants Mike McCormack - SVP, IR Kate Johnson - President and CEO Chris Stansbury - EVP and CFO Conference Call Participants Simon Flannery - Morgan Stanley Batya Levi - UBS Michael Rollins - Citi Greg Williams - TD Cowen & Company Frank Louthan - Raymond James Nick Del Deo - MoffettNathanson Dave Barden - Bank of America Merrill Lynch Bora Lee - RBC Capital Markets Operator Greetings, and welcome to ...
Lumen(LUMN) - 2023 Q2 - Quarterly Report
2023-08-01 21:02
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 001-7784 LUMEN TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) Louisiana 72-0651161 (State or other jur ...
Lumen(LUMN) - 2023 Q1 - Earnings Call Transcript
2023-05-03 00:28
Lumen Technologies, Inc. (NYSE:LUMN) Q1 2023 Earnings Conference Call May 2, 2023 5:00 PM ET Company Participants Mike McCormack - SVP, IR Kate Johnson - President and CEO Chris Stansbury - EVP and CFO Conference Call Participants Simon Flannery - Morgan Stanley Michael Rollins - Citi Philip Cusick - JPMorgan David Barden - Bank of America Batya Levi - UBS Nick Del Deo - MoffettNathanson Greg Williams - TD Cowen Frank Louthan - Raymond James Eric Luebchow - Wells Fargo Jonathan Chaplin - New Street Research ...
Lumen(LUMN) - 2023 Q1 - Quarterly Report
2023-05-02 21:03
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File No. 001-7784 LUMEN TECHNOLOGIES, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorpo ...
Lumen Technologies, Inc. (LUMN) Presents at New Street Second Annual Fiber to the Future Conference (virtual) (Transcript)
2023-03-28 17:38
Lumen Technologies, Inc. (NYSE:LUMN) New Street Second Annual Fiber to the Future Conference (virtual) March 28, 2023 11:15 AM ET Company Participants Maxine Moreau - President of Mass Markets Conference Call Participants Jonathan Chaplin - New Street Research Jonathan Chaplin Good morning, everybody. I'm delighted to introduce Maxine Moreau, President of Mass Markets at Lumen. Maxine, thanks so much for joining us this morning. Maxine Moreau Happy [indiscernible]. Question-and-Answer Session Q - Jonathan ...
Lumen Technologies, Inc. (LUMN) Raymond James 44th Annual Institutional Investors Conference Call Transcript
2023-03-07 20:56
Summary of Lumen Technologies, Inc. Conference Call Company Overview - **Company**: Lumen Technologies, Inc. (NYSE:LUMN) - **Industry**: Telecommunications - **Conference Date**: March 7, 2023 Key Points Company Structure and Market Position - Lumen's business is composed of approximately 80% enterprise and 20% consumer segments [3][4] - The company operates the largest ultra-low loss fiber network globally, with 6 million fiber miles added recently and another 6 million planned [3] - Lumen serves 240 third-party data centers and has 150,000 on-net buildings [3] Strategic Focus and Management Changes - New leadership, including CEO Kate Johnson, aims to shift from an internally-focused strategy to a customer-centric approach [5][6] - The management team has a tech-oriented background, emphasizing innovation and growth rather than efficiency alone [7][8] - Five key priorities for the year include developing customer obsession, innovating for growth, simplifying operations, and fostering a growth mindset culture [8][10] Financial Investments and Growth Strategy - Lumen plans to invest approximately $700 million of free cash flow into digitizing sales processes, expanding network as a service, and automating internal processes [9][10] - The company aims for stable revenue and EBITDA by the end of 2024, with growth expected thereafter [13] Product and Service Development - Lumen is focusing on enhancing product offerings, including edge compute and security solutions like Black Lotus Labs [12][26] - The company is transitioning from legacy products to newer technologies, emphasizing proactive customer engagement [20][21] Consumer Market and Fiber Expansion - Lumen is expanding its fiber network to reach 8 to 10 million homes, currently serving about 3 million [4][30] - The Quantum Fiber product has received positive customer feedback, with a net promoter score (NPS) above 50 [30] - The company is focusing on major metropolitan areas for fiber build-out, facing challenges such as permitting and construction conditions [31][36] Divestitures and Simplification - Recent divestitures in Latin America and other regions were made to streamline operations and focus on core markets [22][24] - The company aims to reduce debt and concentrate investments in areas with growth potential [23][24] Competitive Landscape - Lumen's strategy is to compete primarily against cable providers, leveraging its fiber offerings to regain market share lost to DSL [44] - The company believes its fiber product is superior to cable offerings, providing symmetrical gigabit speeds at competitive pricing [46] Future Outlook - Lumen is optimistic about growth opportunities in both enterprise and consumer segments, with a focus on addressing customer needs and enhancing service delivery [27][28] - The company plans to provide more detailed insights into its growth strategy during an upcoming Investor Day [48] Additional Insights - The management emphasizes the importance of aligning resources and incentives to drive performance and accountability [13][10] - There is a recognition of the need for a cultural shift within the company to prioritize growth over mere efficiency [10][20]