Lumen stock just got a big boost by scoring a tech deal with one of the most high-profile conferences in college sports.Lumen (LUMN -0.70%) stock closed out this week's trading with big gains. The company's share price surged 7.8% higher compared to where it stood at market close on Friday of the previous week.Lumen's valuation gained ground this week in response to news that the telecommunications company had signed a new deal with the broadcasting division of the Pac-12 college sports conference. The gain ...

Core Insights - Lumen Technologies is undergoing transformation driven by the growth of artificial intelligence [1] Company Overview - Lumen Technologies is a telecommunications company listed on NYSE under the ticker LUMN [1] - The company has been analyzed for years, focusing on its long-term debt and recent developments [1] Investment Focus - The current investment strategy emphasizes income investing through common shares, preferred shares, or bonds [1] - The analysis includes occasional insights into the broader economy or specific situations involving researched companies [1] Analyst Background - The analyst has a background in history/political science and holds a Master's in Business Administration with a specialization in Finance and Economics [1] - The analyst has been investing since 2000 and is currently the CEO of an independent living retirement community in Illinois [1]

Company Overview - Lumen Technologies, Inc. participated in the TD Cowen Communications Infrastructure Summit Conference, with Christopher David Stansbury serving as the Executive VP & CFO [1][2]. Stock Performance - Following the earnings report, Lumen's stock experienced a significant decline of approximately 17%, attributed to a combination of market conditions and investor sentiment [3][4]. - The company is currently facing high leverage at 4.9x, which is a concern for potential investors. However, it is expected that leverage will decrease below 4x upon the completion of the deal with AT&T [4]. Investor Sentiment - There is a notable shift in investor sentiment, with many buy-side investors waiting for leverage to fall below 4x before committing to investments in Lumen [4]. - The existing investor base includes a significant number of passive funds, which may contribute to volatility in stock performance during market downturns [5].

Core Insights - Lumen has launched "The Talent Frontier," a webcast series aimed at transforming recruitment marketing and talent acquisition strategies, with the first session focusing on AI and inclusivity [1][6] - The inaugural session attracted over 100 professionals, indicating a strong interest in innovative recruitment approaches [3] - Lumen emphasizes that successful hiring is a human experience rooted in brand clarity and trust, moving recruitment marketing from a cosmetic add-on to a strategic necessity [3][5] Recruitment Marketing Strategies - Lumen provides tailored services to create authentic, inclusive, and performance-driven recruitment marketing [4] - Key offerings include recruitment marketing content strategy, employer value proposition (EVP) development, and campaigns designed for equity and impact [4] - The company aims to achieve measurable business outcomes such as reduced time-to-hire, higher-quality applicants, and stronger candidate engagement [4] Future Directions - "The Talent Frontier" will continue as a recurring series, featuring insights from global thought leaders on various topics related to recruitment marketing [6] - Future sessions will cover content personalization, brand-driven diversity, equity, and inclusion (DEI) strategies, and employer transparency [6] Support Services - Lumen offers a free Talent Tune-Up Audit, a 45-minute diagnostic session to assess brand alignment with hiring efforts [7]

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Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. I am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has ...

Core Insights - The article highlights the investment strategies and performance of Chris Lau, an experienced investor and economist, focusing on undervalued stocks and dividend-growth income stocks [1][2]. Group 1: Investment Strategies - The investment group DIY Value Investing shares top stock picks that are undervalued and have upcoming catalysts that the market does not expect [2]. - The group also provides recommendations for dividend-income stocks that have a long history of dividend growth, including a printable calendar and quantitative scores [2]. - Additionally, there are speculative picks aimed at high-risk allocations with potential for significant returns, described as "moonshot" opportunities [2]. Group 2: Performance Metrics - The average return for public articles in 2023 is reported at 8.4%, an increase from 6.9% in 2022 and a notable rise from 29.9% in 2021 [2].

Core Insights - Lumen Technologies, Inc. reported a narrower adjusted loss of 3 cents per share for Q2 2025, compared to an expected loss of 24 cents, and a loss of 13 cents in the same quarter last year [1][8] - Total revenues for the quarter were $3.092 billion, down 5% year over year, missing the consensus estimate by 1.1%, impacted by $46 million in one-time reimbursements related to the Rural Digital Opportunity Fund [2][8] Financial Performance - Business revenues decreased by 3.4% year over year to $2.49 billion, Large Enterprises revenues fell 2% to $732 million, Mid-Market Enterprise revenues dropped 11% to $500 million, while Public Sector revenues increased by 8% to $486 million [6] - Revenues from Mass Markets declined by 12.8% year over year to $602 million, with the addition of 34,000 Quantum fiber subscribers, bringing the total to 1.2 million [9][10] - Total operating expenses rose by 18% year over year to $3.695 billion, resulting in an operating loss of $603 million compared to an operating income of $135 million in the previous year [11] Strategic Developments - Lumen secured $9 billion in PCF deals, an increase of $500 million since Q1, driven by rising AI connectivity demand from major tech companies [3] - The company anticipates $350 million in run-rate cost benefits, up from a previous target of $250 million, and expects to achieve $1 billion in run-rate cost benefits by the end of 2027 [4] - Lumen is optimistic about selling its Mass Markets' fiber-to-the-home business to AT&T for $5.75 billion, with the transaction expected to close in the first half of 2026 [4] Cash Flow and Liquidity - Lumen generated $570 million in net cash from operations, compared to $511 million in the prior year, while free cash outflow was $209 million, up from $156 million [12] - As of June 30, 2025, the company had $1.6 billion in cash and cash equivalents and $17.565 billion in long-term debt, following a significant refinancing that reduced annual interest expenses by $50 million [13] Future Outlook - For 2025, adjusted EBITDA is projected to be between $3.2 billion and $3.4 billion, with expectations to report near the high end of this range [14] - Capital expenditures are anticipated to be between $4.1 billion and $4.3 billion, while free cash flow is now expected to be between $1.2 billion and $1.4 billion, up from previous guidance [15][16]

Here is how Lumen performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: View all Key Company Metrics for Lumen here>>> Shares of Lumen have returned +0.2% over the past month versus the Zacks S&P 500 composite's +2.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Operating Revenues- Total Business Segment Revenue: $2.49 billion compared to the $2. ...

Lumen (LUMN) came out with a quarterly loss of $0.03 per share versus the Zacks Consensus Estimate of a loss of $0.24. This compares to a loss of $0.13 per share a year ago. These figures are adjusted for non-recurring items. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Lumen, which belongs to the Zacks Diversified Communication Services industry, posted revenues of $3.09 billion for the quarter ended June 2025, missing the Zacks Consensus Estimate by 1.06%. Thi ...