产品和技术研发 - 公司推出新的企业产品，如 NaaS、Internet On Demand 和 Black Lotus Labs[4] - 公司创新网络服务能力，推出 ExaSwitch 等创新产品，继续发展安全路线图[5] - 公司计划通过创新网络架构来实现大规模成本节约和提供数字体验[6] - 公司正在利用人工智能工具提高效率和改善运营，与微软、谷歌、亚马逊等合作，提高开发团队的生产力[24] - 公司的安全服务Black Lotus Labs对于企业非常重要，已经成功帮助美国政府并为其他公司提供数字化服务[36] - 公司推出的Lumen Defender服务是一种订阅服务，旨在保护网络免受威胁[38] - 公司通过TSA协议成功调整资产负债表，支持公司的数字化转型[42] 市场扩张和并购 - 公司看到定制私人网络的需求急剧增长，正在开发容量按需、波长按需等服务，以满足客户需求[30] - 公司与银行等机构合作进行共同创新，影响了公司的产品路线[35] - 公司与其他运营商和技术公司合作，共同应对国家级威胁[37] - 公司预计公共部门将率先实现增长，与政府机构签订的大型合同将为公司带来长期收益[45] - 公司正在积极追求在各州提供宽带服务的商机，特别是在教育和医疗领域[46] - 公司计划通过扩大合作伙伴生态系统和直销团队来推动中等市场的增长[49] - 公司预计大型企业将最后实现增长，需要改进流程和测量能力，以满足不同公司的网络需求[52] 未来展望 - 公司重点关注客户体验，认为客户体验就是产品，正在努力提供与数字化时代期望相符的服务[10] - 公司目前的重点是提供即时满足的服务，例如在5分钟内启动NaaS电路[34]

DENVER, May 14, 2024 /PRNewswire/ -- Lumen Technologies (NYSE: LUMN) ("Lumen"), a global integrated network solutions provider that unleashes the world's digital potential, today announced that Kate Johnson, Lumen's president and chief executive officer, will present at the 52nd Annual J.P. Morgan Global Technology, Media and Communications Conference on May 21, 2024. The presentation is scheduled to begin at 10:10 a.m. ET.A live webcast link to the investor presentation will be made available on the Lumen ...

 Ho to Succeed Veteran Executive Stacey Goff DENVER, May 6, 2024 /PRNewswire/ -- Lumen Technologies (NYSE: LUMN) today announced it has appointed Chad Ho as executive vice president and chief legal officer. His appointment will begin in June. He succeeds Stacey Goff, whose legacy includes a distinguished 26-year career with Lumen and its predecessors. We anticipate that Mr. Goff will remain with the company for a few weeks after Mr. Ho's appointment to ensure a smooth transition.  Ho is an experienced chief ...

Lumen Technologies, Inc (LUMN) reported an adjusted loss (excluding special items) of 4 cents per share for first-quarter 2024. In the prior-year quarter, the company reported adjusted earnings per share of 10 cents. The bottom line missed the Zacks Consensus Estimate of a loss of 3 cents.Quarterly total revenues were $3.290 billion, down 12% year over year on a reported basis. Revenues for the year-ago quarter include $139 million from the EMEA business divested, which will not recur in periods following t ...

Lumen Defender uses Black Lotus Labs' threat intelligence to proactively stop attacks at the network edge  DENVER, May 1, 2024 /PRNewswire/ -- To combat the growing number of cyberattacks targeting business networks, Lumen Technologies (NYSE: LUMN) is unveiling a new threat defense tool driven by Artificial Intelligence (AI)/Machine Learning (ML). Lumen DefenderSM powered by Black Lotus Labs® is a patented product that proactively blocks evolving threats at the network edge, before they can compromise a bu ...

For the quarter ended March 2024, Lumen (LUMN) reported revenue of $3.29 billion, down 12% over the same period last year. EPS came in at -$0.04, compared to $0.10 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $3.39 billion, representing a surprise of -3.00%. The company delivered an EPS surprise of -33.33%, with the consensus EPS estimate being -$0.03.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they c ...

财务数据和关键指标变化 - 公司2024年第一季度总收入同比下降12%,其中约34%的下降是由于剥离业务和商业协议的影响 [40] - 公司2024年第一季度调整后EBITDA为9.77亿美元,同比下降21.9% [55] - 公司2024年第一季度自由现金流为5.18亿美元,其中包括约7亿美元的税收返还 [57] 各条业务线数据和关键指标变化 - 北美企业业务收入同比下降7.3%,其中大企业收入下降5.8%,中型企业收入下降7.1%,公共部门收入下降2.8% [41][42][43][44] - 批发业务收入同比下降11.3%,主要受到TDM、语音和专线等传统业务的拖累 [45] - 国际及其他业务收入同比下降65.2%,主要由于去年第四季度出售EMEA业务和部分CDN业务 [45] - 公司"增长"产品线收入同比增长3.3%,占北美企业收入的43%,毛利率约81% [46][47] - 公司"维护"和"收割"产品线收入同比分别下降13.3%和11.9% [48][49] 各个市场数据和关键指标变化 - 公司光纤宽带收入同比增长11.8%,占宽带收入的35% [51] - 公司在2024年第一季度新增光纤用户36,000户,创历史新高,总用户达952,000户 [52] - 公司光纤宽带ARPU环比持平,同比增长至约61美元 [52][53] 公司战略和发展方向及行业竞争 - 公司正在"cloudifying"电信,为客户提供按需连接、低延迟和动态容量的解决方案,满足数据工作负载的需求 [9][22] - 公司推出了Lumen NaaS、ExaSwitch和Lumen Defender等新产品和服务,以满足客户对高速、低延迟和安全网络的需求 [23][25][26] - 公司正在加大对AI和自动化的投资,以提高员工生产力和客户体验 [97][98][99][100][101] - 公司正在探索各种战略选择来最大化宽带业务的价值,包括合资企业、批发安排和资产支持证券化等 [54] 管理层对经营环境和未来前景的评论 - 公司2024年第一季度收入和EBITDA受到2023年下半年债务重组带来的客户不确定性的影响 [10][33] - 公司预计公共部门将首先恢复可持续增长,其次是中型企业,最后是大型企业 [42][43][44] - 公司有信心实现2024年全年指引,预计EBITDA将从第一季度的低点开始改善 [36] 问答环节重要的提问和回答 问题1 **Michael Rollins提问** 公司业务收入中"维护"和"收割"产品线的下降,是否主要由于季节性因素或竞争加剧等因素驱动 [61] **Chris Stansbury回答** 这些下降主要是由于行业普遍的趋势,客户正在远离传统电信服务,公司也在主动关停一些利润率较低的线下服务 [62][63] 问题2 **David Barden提问** 公司如何确保新产品的发展不会过度侵蚀现有业务 [81] **Kate Johnson回答** 公司正在建立一个数字化平台,为客户提供按需获取网络、云和安全服务的能力,这是一个全新的市场机会,不会过多地影响现有业务 [84][85][86][87] 问题3 **Frank Louthan提问** 公司Lumen数字平台业务目前占收入的比重,未来发展空间如何 [121] **Kate Johnson回答** Lumen数字平台业务代表了公司未来的重点发展方向,包括NaaS、ExaSwitch、边缘计算和安全等,这些业务代表了数十亿美元的新兴利润空间 [122][123][124]

First Quarter 2024 Results APRIL 30, 2024 Forward-Looking Statements Except for historical and factual information, the matters set forth in this presentation and other of our oral or written statements identified by words such as “estimates,” “expects,” “anticipates,” “believes,” “plans,” “intends,” “will,” and similar expressions are forward-looking statements as defined by the federal securities laws, and are subject to the “safe harbor” protections thereunder. These forward-looking statements are not gu ...

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, 2024 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 ju ...

NEWS RELEASE Lumen Technologies reports first quarter 2024 results First Quarter 2024 Highlights • Successfully completed our TSA transactions with a broad group of our creditors, significantly strengthening our balance sheet and addressing over $15 billion of our debt and commitments ◦ Extended over $10 billion of our maturities due over the next four years to 2029 and beyond ◦ Secured access to over $2.3 billion in new liquidity to fuel our pivot to growth • Reported Net Income of $57 million for the firs ...