智通财经APP获悉，Palantir(PLTR.US)与Lumen Technologies(LUMN.US)达成合作，将Palantir的Foundry 和人工智能(AI)平台引入Lumen，助力后者从传统电信公司转型为新一代技术基础设施公司。另外， Palantir宣布与李尔(LEA.US)的合作伙伴关系将延长五年，进一步将人工智能技术应用于制造业务。 据悉，Palantir的工具将帮助Lumen简化运营、优化决策流程，并实现系统现代化。Lumen 首席技术和 产品官Dave Ward表示："作为人工智能经济的基石，Lumen 努力让自身的运营也变得智能化且高效， 就像我们为客户提供的网络服务一样。与 Palantir合作使我们能够利用人工智能来加快现代化进程，并 在人工智能时代为客户提供所需的网络和服务。" 此外，Palantir周四宣布与汽车座椅和电子电气技术供应商李尔延长合作五年。根据新协议，李尔将扩 大对Palantir Foundry的使用，并将Palantir的Warp Speed制造操作系统以及人工智能平台应用于其全球制 造业务。 ...

Question-and-Answer SessionChristopher StansburyExecutive VP & CFO Yes. I mean when you look at what we're doing, we're taking what has been a very sleepy space, enterprise telecom and digitizing it. We're doing to the network exactly what the hyperscalers did to compute and storage a couple of decades ago. And it's critical at this point in time with a multi-cloud and AI environment for that to happen, right? Workloads are increasing. The data is getting more and more disparate. Latency matters more than i ...

Lumen Technologies (LUMN) 2025 Conference September 03, 2025 02:10 PM ET Company ParticipantsChris Stansbury - EVP & CFOConference Call ParticipantsJesse Davis - AnalystJesse DavisThanks for joining us today. By way of introduction, I am Jesse Davis from Citi. Welcome to today's presentation by Lumen Technologies at Citi's Global TMT Conference. We're pleased to have Chris Stansbury, Executive Vice President and CFO of Lumen, joining us today. Chris, welcome, thanks for taking the time.Good to be here. Exce ...

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].