Lumen Technologies, Inc. (LUMN) has selected Blue Planet, a division of Ciena, for its intelligent automation software to support its strategic network inventory transformation efforts. Enhanced visibility into network inventory through Blue Planet Inventory (BPI) will expedite the creation, development and support of Lumen solutions, such as Network-as-a-Service and the newly introduced Private Connectivity Fabric. Instead of depending on multiple legacy inventory systems that need continuous, expensive an ...

Warren Buffett, the famed Oracle of Omaha and longtime leader of Berkshire Hathaway Inc. NYSE: BRK.B, famously advises investors to "be fearful when others are greedy." It's easy to become swept up in investor excitement about a company, but trying to time the market is notoriously risky. Sometimes, the smartest—and safest—move is to sell shares of a company that seems to be over-hyped. Incidentally, there is no shortage of stocks with a great deal of hype. These three companies offer investors reason for p ...

Lumen Technologies (LUMN) shares have skyrocketed 236% year to date (YTD) compared with the S&P 500 composite and sub-industry's growth of 17.4% and 18.7%, respectively. What Caused the Surge? A string of recent positive developments contributed significantly to the stock price surge. Image Source: Zacks Investment Research On Aug 5, Lumen announced that it has secured $5 billion in new business deals attributed to significant AIfueled connectivity demand. Additionally, the company is actively negotiating w ...

文章核心观点 - 公司Lumen Technologies将于9月9日在Goldman Sachs Communacopia + Technology Conference上进行投资者演示 [1][2] - Lumen Technologies是一家全球性的综合网络解决方案提供商,致力于通过技术连接人、数据和应用程序 [3] - 公司通过各种网络能力,包括城域连接、长途数据传输、边缘云、安全和托管服务等,满足客户当前和未来的需求 [3] 公司信息 - Lumen Technologies是一家上市公司,股票代码为LUMN [1] - 公司的执行副总裁兼首席财务官Chris Stansbury将在会议上发表演讲 [1] - 演讲将于美东时间9月9日下午7:25开始 [1] - 投资者可以通过公司的投资者关系网站观看直播 [2] 行业信息 - 公司致力于通过技术连接人、数据和应用程序,以推动人类进步 [3] - 公司提供各种网络解决方案,满足客户当前和未来的需求 [3]

Lumen Technologies, Inc. (LUMN) has secured a three-year contract with The New Mexico Office of Broadband Access and Expansion to deliver nearly 900 miles of high-speed fiber connectivity to K-12 public schools (inclusive of tribal and charter schools) across the state. Numerous public schools throughout New Mexico are dedicated to joining the Statewide Education Network, which aims to link all schools in the state by 2027. This initiative will establish the groundwork for a statecoordinated middle-mile net ...

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Thousands of New Mexico students to benefit from classroom connectivity DENVER, Aug. 15, 2024 /PRNewswire/ -- The New Mexico Office of Broadband Access and Expansion recently selected Lumen Technologies (NYSE: LUMN) to provide nearly 900 miles of high-speed fiber connectivity to K-12 public schools around the state, including charter and tribal schools. Connecting the first school The company is participating in a ribbon-cutting ceremony today with state education and broadband officials at Albuquerque's 21 ...

市场概况 - 上周市场虽然经历了动荡，但并未出现广泛崩溃，S&P 500指数在周内基本保持不变，尽管市场波动剧烈，这通常是市场顶部的一个信号 [1] 表现突出的公司 - 在市场下跌时，一些公司表现出了显著的韧性，部分股票不仅在市场下跌时实现了两位数的增长，之后还实现了三位数的收益 [2] 具体公司分析 Latham Group (SWIM) - Latham Group是一家游泳池公司，其股票在市场动荡初期下跌了10%，但随后因第二季度财报显示利润超预期，股价反弹，过去一周内涨幅达到64% [5] - 公司报告销售额下降10%至1.6亿美元，但由于成本结构改善和生产效率提高，盈利能力得到提升。此外，公司收购了自动安全覆盖制造商Coverstar Central，尽管覆盖产品销售额下降了11% [6][7] - 华尔街预计全年销售额将下降8%至5.2亿美元，但在2025年将反弹至5.55亿美元，利润预计将从每股3美分降至11美分 [8] Lumen Technologies (LUMN) - Lumen Technologies是一家宽带和光纤网络提供商，其股票因财报表现良好而上涨150%，尽管随后回吐了部分涨幅 [11] - 公司因人工智能需求的增长而受益，与多家大型科技公司签订了超过50亿美元的合作伙伴关系，预计未来还有超过70亿美元的机会 [13] - 尽管股价上涨，但分析师认为其股价仍有上涨空间，新的目标价可能接近每股7美元，较当前水平有40%的上涨空间 [14] TenX Keane Acquisition (TENK) - TenX Keane Acquisition是一家特殊目的收购公司，其股票在上周涨幅最大，达到275% [16] - 公司已获得股东批准与Citius Pharmaceuticals合并，合并后的公司将更名为Citius Oncology [17] - 由于交易量激增，纳斯达克暂停了该股票的交易，但Citius Pharmaceuticals的股票在过去一周下跌了26% [18] - Citius Pharmaceuticals最近获得了FDA对其治疗复发或难治性皮肤T细胞淋巴瘤的Lymphir疗法的批准，这是一个3亿至4亿美元的市场机会 [19] - 合并完成后，预计股价有显著上涨空间，两位分析师给出的目标价为每股4美元，较当前股价有470%的上涨空间 [20]

Lumen Technologies, Inc. (NYSE:LUMN) TD Cowen 10th Annual Communications Infrastructure Summit Conference Transcript August 13, 2024 5:40 PM ET Company Participants Dr. Satish Lakshmanan - Executive Vice President and Chief Product and Strategy Officer Conference Call Participants Greg Williams - TD Cowen Greg Williams All right. Let's get started. Good afternoon. Welcome to our session with Lumen. My name is Greg Williams. I cover the Cable, Telco, Wireless and Fiberspace at TD Cowen. I'm joined in this se ...

会议主要讨论的核心内容 - 公司正在进行从电信公司向科技公司的转型 [5][10][15] - 公司正在大力简化产品、网络和IT架构,计划未来2年内减少10亿美元的成本 [7][20][21][62] - 公司正在积极布局人工智能基础设施建设,成为AI训练数据中心的主要光纤提供商,预计未来几年内这一市场机会将达到500-600亿美元 [26][28][31][32] - 公司正在利用自身的黑莲花实验室(Black Lotus Labs)技术,提升网络安全防御能力,并探索相关业务的商业化机会 [60][67][69][70] 问答环节重要的提问和回答 - 公司正在利用人工智能技术提升内部各部门的生产效率,如销售、财务等 [57][59] - 公司正在与Corning、Ciena等技术合作伙伴深化合作,以满足未来AI基础设施建设的需求 [81][82][83] - 公司认为自身在网络即服务(NaaS)和安全即服务(SECaaS)方面具有独特优势,未来将继续加强这些领域的能力建设 [73][74][75][76][77] - 公司正在探索边缘计算应用,如远程桌面等,以充分利用自身的边缘节点布局优势 [104][105][106][110]