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Is Momentum in NaaS and PCF Strengthening Lumen's Growth Prospects?
ZACKS· 2026-03-23 14:05
Key Takeaways Lumen's PCF deals reached nearly $13B, beating its $12B target and strengthening its AI network position.LUMN plans to expand fiber network to 58M miles by 2031 with new PCF deals and 400-gig route investments.NaaS customers rose 29% Y/Y, with over 2,000 businesses adopting on-demand networking for AI workloads.Lumen Technologies’ (LUMN) Network-as-a-Service (NaaS) and Private Connectivity Fabric (PCF) solutions are shaping its growth trajectory in the AI-driven digital economy. PCF is Lumen’s ...