会议主要讨论的核心内容 - 公司NaaS市场业务的EBITDA约为10亿美元,其中90%来自铜缆业务,10%来自光纤业务 [3][9] - 公司正在重点投资企业业务,未来将不会成为消费者市场的整合者 [4][5] - 公司正在考虑出售NaaS市场业务,但目前还未启动正式出售流程 [12][13] - 公司正在进行债务重组,通过现金交换等方式优化资本结构 [18][19] - 公司认为Level 3业务与其他业务难以完全分离,未来将逐步整合为一个统一的Lumen业务 [20][21][22] 问答环节重要的提问和回答 - 分析师询问公司NaaS市场业务的估值,公司表示更看重现金流而非估值倍数 [9][10][11] - 分析师询问公司是否正在出售NaaS市场业务,公司表示目前还未启动正式出售流程,但存在一定兴趣 [12][13] - 分析师询问公司是否将增加对NaaS市场业务的投资,公司表示将继续保持每年50万户的建设节奏,将更多资金投入企业业务 [15][16][17] - 分析师询问公司新签约的50亿美元合同的具体情况,公司表示这些合同主要涉及利用现有管道和铺设新光纤,现金流贡献率约30% [36][37][38][39] - 分析师询问公司未来几年的EBITDA走势,公司表示2025年将触底,2026年将恢复至2024年水平 [65][66]

Lumen Technologies, Inc. (NYSE:LUMN) Bank of America's 2024 Media, Communications and Entertainment Conference September 5, 2024 8:50 AM ET Company Participants Chris Stansbury - EVP and CFO Conference Call Participants Dave Barden - Bank of America Merrill Lynch Dave Barden All right. So guys, everybody, welcome to round two. Thanks for joining. I'm Dave Barden. I head up telecom infrastructure research for the U.S. and Canada for the bank. I'm really pleased, again, to have Chris Stansbury back in the Oct ...

Lumen Technologies, Inc. (NYSE:LUMN) Citi's 2024 Global TMT Conference September 4, 2024 12:30 PM ET Company Participants Chris Stansbury - EVP, CFO Conference Call Participants Brian Badillo - Citi Brian Badillo Thank you all. Is it 12:30 as we're starting or 12:30. Okay. Great. Well, thank you all for coming. Appreciate you've taken the time to join us here. I have the pleasure to be joined by Chris Stansbury from Lumen. Myself, I'm Brian Badillo from Citi. I'm part of the sales team at Citi. So some of y ...

会议主要讨论的核心内容 - 公司正在转型电信行业 [3] - 公司拥有6百万英里光纤网络资产 [7][11] - 公司正在推进网络统一整合 [21][22] - 公司正在探讨消费者业务的出售 [23][24] 问答环节重要的提问和回答 - 公司近期签署了价值50亿美元的大型AI相关合同 [10][11][12][13][14] - 这些合同的结构和利润率情况 [11][12][13][14] - 公司在公共部门和中小企业市场的表现 [15][16] - 公司在EBITDA和收入恢复方面的预期 [26][27] - 公司对宏观经济环境和利率变化的看法 [33][34] - 客户在AI投资回报方面的考虑 [35][36]

DENVER, Sept. 3, 2024 /PRNewswire/ -- Lumen Technologies, Inc. (NYSE: LUMN) ("Lumen") announced that it has commenced offers to exchange newly-issued superpriority senior secured notes for certain of its outstanding unsecured senior notes. In addition, Lumen also announced that Level 3 Financing, Inc., its indirect, wholly-owned subsidiary ("Level 3" and, together with Lumen, the "Issuers"), has commenced offers to exchange newly-issued second lien secured notes for certain of its outstanding unsecured seni ...

The controversial fiber and copper-network owner was the target of a short report, the second on the company within a week. Shares of Lumen Technologies (LUMN -10.29%) were falling hard on Tuesday, down 9.1% as of 2:23 p.m. EDT. Lumen is a debt-riddled company whose stock became distressed earlier this year. However, an early-year deal to extend its debt maturities, combined with long-term deals for AI (artificial intelligence) networking, caused the stock to skyrocket in early August. But weeks after the s ...

Lumen Technologies stock may be hot, but it's still nowhere near the highs it reached in 2022. Nvidia's (NVDA -6.39%) stock has generated life-changing returns for many investors, thanks largely to its connection to artificial intelligence (AI) and the expanded interest in that sector of the economy. If you invested $33,000 into the stock five years ago and held onto it, you would be holding a $1 million investment right now. That's a staggering return in a relatively short time frame, especially when you c ...

文章核心观点 - 人工智能为曾经的小型股Lumen Technologies(LUMN)注入新的生机 [1][2][3] - Lumen公司的网络基础设施使其在当今的科技行业中扮演关键角色,为数据中心提供连接服务 [3][4][7] - Lumen公司与微软、Corning和Ciena等公司达成合作,为公司带来新的业务机会和数字化转型 [7][8] - 这些交易使Lumen公司的股价大涨接近500%,但公司仍面临着19亿美元的债务负担 [9][10][11] 公司概况 - Lumen公司曾以其广泛的有线和电缆资产而闻名,但随着对这类服务需求的下降,公司的业务和股价一度陷入困境 [4][5][6] - 公司试图通过提供网络、网络安全、协作和边缘解决方案来扭转颓势,但未能阻止收入下滑 [5][6] 行业趋势 - 人工智能成为Lumen公司转型的关键,使其成为数据中心功能的关键组成部分 [7] - 公司与微软、Corning和Ciena等公司的合作,有助于公司数字化转型和提升服务交付能力 [7][8] 投资评估 - 尽管Lumen公司的股价大涨,但公司仍面临着巨额债务负担,投资者需谨慎对待 [10][11][12] - 未来需要关注这些交易是否能够带来持续的盈利能力和减轻债务压力 [14][15]

Have Lumen's AI opportunities become dramatically overblown? Lumen (LUMN -14.54%) stock sank in Tuesday's trading. The company's share price ended the daily session down 14.5%, according to data from S&P Global Market Intelligence. Lumen fell today following a new short report on the stock published by Kerrisdale Capital. The short-seller revealed it had made an investment betting against the telecom company and laid out reasons it believed recent bullish momentum for the stock was unwarranted. Kerrisdale t ...

Lumen Technologies Today LUMN Lumen Technologies $6.63 +0.59 (+9.77%) 52-Week Range $0.78 ▼ $7.83 Price Target $3.74 Add to Watchlist Lumen Technologies NYSE: LUMN has experienced skyrocketing share price in the last month, making it one of the top-performing stocks based on total 30-day returns in the area of 323% as of this writing. Earlier this month, Lumen shares topped $6 for the first time since late 2022. All of this momentum has drawn investor attention to this legacy telecommunications infrastructu ...