Core Insights - Lumen reported a revenue of $3.09 billion for Q3 2025, reflecting a year-over-year decline of 4.2% and an EPS of -$0.20 compared to -$0.13 a year ago, with a revenue surprise of +1.39% over estimates [1] - The stock has shown a significant return of +81.2% over the past month, outperforming the Zacks S&P 500 composite's +3.6% change, and currently holds a Zacks Rank 3 (Hold) [3] Revenue Breakdown - Large Enterprise revenue totaled $752 million, exceeding the average estimate of $713.56 million, but representing a year-over-year decline of -10.4% [4] - Mid-Market Enterprise revenue was $488 million, slightly below the average estimate of $498.4 million, showing a year-over-year increase of +3.6% [4] - Public Sector revenue reached $478 million, surpassing the estimated $458 million, with a year-over-year increase of +11.9% [4] - Fiber Broadband revenue was reported at $225 million, aligning closely with the average estimate of $225.16 million, reflecting a year-over-year growth of +18.4% [4] - Wholesale revenue totaled $658 million, below the average estimate of $672.64 million, indicating a year-over-year decline of -6.8% [4] - Voice and Other revenue was $176 million, exceeding the average estimate of $164 million, but showing a year-over-year decline of -17.4% [4] - International and Other revenue was $80 million, below the average estimate of $85.59 million, with a year-over-year decline of -14% [4] - Total Business Segment Revenue was $2.46 billion, slightly above the estimated $2.43 billion, reflecting a year-over-year decline of -3.2% [4] - Total Mass Markets Revenue was $631 million, exceeding the average estimate of $615.9 million, with a year-over-year decline of -7.9% [4] - Other Broadband revenue was $230 million, slightly above the estimated $227.24 million, showing a year-over-year decline of -18.4% [4]

Core Insights - Lumen reported revenue of $3.09 billion for the quarter ended June 2025, a decrease of 5.4% year-over-year, with an EPS of -$0.03, an improvement from -$0.13 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $3.13 billion by 1.06%, while the EPS exceeded the consensus estimate of -$0.24 by 87.5% [1] Financial Performance - Total Business Segment Revenue was $2.49 billion, slightly above the average estimate of $2.48 billion, but down 3.4% year-over-year [4] - Total Mass Markets Revenue was reported at $602 million, below the estimated $649.47 million, reflecting a decline of 12.9% year-over-year [4] - Wholesale Business Segment Revenue was $690 million, slightly above the estimate of $685.96 million, down 4.6% year-over-year [4] - Large Enterprise Revenue totaled $732 million, exceeding the average estimate of $713.65 million, but down 12.5% year-over-year [4] - International and Other Revenue was $82 million, slightly below the estimate of $85.85 million [4] - Public Sector Revenue was $486 million, surpassing the estimate of $475.71 million, with an increase of 8.5% year-over-year [4] - Fiber Broadband-Mass Markets Segment Revenue was $217 million, slightly above the estimate of $216.54 million, showing a growth of 19.9% year-over-year [4] - Other Broadband-Mass Markets Segment Revenue was $245 million, exceeding the estimate of $241.35 million, but down 17.8% year-over-year [4] - Voice and Other-Mass Markets Segment Revenue was $140 million, significantly below the estimate of $191.08 million, reflecting a decline of 34% year-over-year [4] - Mid-Market Enterprise Revenue was $500 million, below the average estimate of $514 million, but up 4.6% year-over-year [4] Stock Performance - Lumen's shares have returned +0.2% over the past month, compared to the Zacks S&P 500 composite's +2.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]