LUMN

Lumen delivered a top-line miss but a bottom-line beat. However, its strategic revenue is growing double-digits, which now makes up over half of revenue.

Lumen Technologies, Inc. ( LUMN ) Q3 2026 Earnings Call November 4, 2026 5:00 PM EST Company Participants Michael Reinke Kathleen Johnson - CEO & Director Christopher Stansbury - President & CFO Conference Call Participants Michael Rollins - Citigroup Inc., Research Division Frank Louthan - Raymond James & Associates, Inc., Research Division Gregory Williams - TD Cowen, Research Division Sebastiano Petti - JPMorgan Chase & Co, Research Division Eric Luebchow - Wells Fargo Securities, LLC, Research Division Samuel McHugh - BNP Paribas, Research Division Batya Levi - UBS Investment Bank, Research Division Nicholas Del Deo - MoffettNathanson LLC Presentation Operator Greetings, and welcome to Lumen Technologies Third Quarter 2026 Earnings Call. [Operator Instructions] As a reminder, this conference is being recorded, Tuesday, November 4, 2026.

DENVER--(BUSINESS WIRE)--Lumen Technologies, Inc. (Nasdaq: LUMN) today reported third quarter 2026 results, delivering strong Strategic revenue growth and remaining on track for the adjusted EBITDA inflection in 2026. The company continues progress toward its financial goals and strategic transformation with expanded adoption of its Network-as-a-Service (NaaS) platform and advanced portfolio simplification. Among the company's highlights from the quarter: Financial Performance: Third-quarter re.

Lumen Technologies, Inc. LUMN is scheduled to report its third-quarter 2026 results on Nov. 4, after market close.

DENVER--(BUSINESS WIRE)--Lumen Technologies (Nasdaq: LUMN) today announced three new initiatives using intelligent networking to address AI energy challenges, future quantum connectivity, and emerging security threats. As enterprises' AI and quantum ambition begin to outgrow traditional networks, Lumen is turning its network into an active platform for innovation—combining fiber connectivity scale, programmable control, software intelligence, and a connected ecosystem of partners to help enable.

DENVER--(BUSINESS WIRE)--Lumen Technologies (Nasdaq: LUMN) is continuing to advance the AI-powered tools designed to improve network resilience and enhance the customer experience, while also launching Dual Path, a new wavelength service that provides businesses with two physically diverse network routes between the same locations. Together, Lumen's AI-powered Service Assurance capabilities and Dual Path service take resilience beyond the traditional vendor diversity demands on infrastructure,.

Plus, winners and losers from the AI boom.

The sharp moves could partly be a reaction to recent cautious commentary on AI spending.

Collaboration combines Eminence Grey's sovereign AI platform with Lumen's physical infrastructure and programmable network to help organizations securely connect AI environments from the edge to the cloud SHERIDAN, Wyo. and DENVER, Oct. 8, 2026 /PRNewswire/ -- Eminence Grey and Lumen Technologies (Nasdaq: LUMN) today announced a partnership to deliver sovereign AI infrastructure for government agencies, enterprises, and AI innovators.