Palantir (PLTR) announced a $200 million deal with Lumen Technologies (LUMN) this week. This is a strategic partnership that will help LUMN deploy its technologies faster and more securely. LUMN will be able to integrate Palantir’s Foundry and Artificial Intelligence Platform (AIP) with its own Lumen Connectivity Fabric, a digital networking tool. The two companies had already announced they were working together last month. “We share the same disruptive DNA – reimagining the foundations of our industries ...

Core Insights - Lumen Technologies, Inc. (LUMN) has formed a significant partnership with Palantir Technologies Inc. to enhance enterprise AI adoption, aiming to connect advanced intelligence with high-performance network infrastructure for digital transformation [1][8] - The collaboration is a multi-year, multi-million-dollar initiative designed to facilitate faster and more secure AI deployment across complex, multi-cloud environments [2][3] Partnership Details - The partnership integrates Lumen's Connectivity Fabric with Palantir's Foundry and Artificial Intelligence Platform (AIP), providing enterprises with streamlined access to AI capabilities and infrastructure [2][3] - This collaboration supports Lumen's connected ecosystem strategy, allowing organizations to efficiently manage data across hybrid and multi-cloud environments while enhancing AI applications with lower latency and costs [3][4] Financial Projections - For 2025, Lumen anticipates adjusted EBITDA to be between $3.2 billion and $3.4 billion, with expectations leaning towards the higher end of this range due to improved cost controls and performance from legacy services [6][8] - The company expects EBITDA to rebound in 2026, indicating a positive outlook following the current transformation efforts [6] Market Performance - LUMN currently holds a Zacks Rank 3 (Hold) and has seen its shares increase by 21% over the past year, outperforming the Zacks Diversified Communication Services industry's growth of 3.8% [7]