Earnings summaries and quarterly performance for Lumen Technologies.
Executive leadership at Lumen Technologies.
Board of directors at Lumen Technologies.
CC
Christopher Capossela
Detailed
Director
DL
Diankha Linear
Detailed
Director
HS
Hal Stanley Jones
Detailed
Director
JF
James Fowler
Detailed
Director
KP
Kevin P. Chilton
Detailed
Director
MH
Martha Helena Béjar
Detailed
Director
MJ
Michelle J. Goldberg
Detailed
Director
QA
Quincy Allen
Detailed
Director
SM
Stephen McMillan
Detailed
Director
TM
T. Michael Glenn
Detailed
Chairman of the Board
Research analysts who have asked questions during Lumen Technologies earnings calls.
BL
Batya Levi
UBS
4 questions for LUMN
Also covers: AMT, BCE, CCI +6 more
FL
Frank Louthan
Raymond James
4 questions for LUMN
Also covers: AKAM, ATUS, CABO +12 more
GW
Gregory Williams
TD Cowen
4 questions for LUMN
Also covers: CABO, CCOI, FYBR +3 more
MR
Michael Rollins
Citigroup
4 questions for LUMN
Also covers: AMT, ATUS, CCI +16 more
JS
James Schneider
Goldman Sachs
3 questions for LUMN
Also covers: ACN, AMAT, AMKR +27 more
JC
Jonathan Chaplin
New Street Research
3 questions for LUMN
Also covers: ATEX, ATUS, CCI +6 more
Nicholas Del Deo
MoffettNathanson
3 questions for LUMN
Also covers: AMT, CCI, CCOI +4 more
SP
Sebastiano Petti
JPMorgan Chase & Co.
3 questions for LUMN
Also covers: ATUS, BCE, CABO +14 more
DB
David Barden
Bank of America
2 questions for LUMN
Also covers: AMT, BCE, CCI +10 more
Eric Luebchow
Wells Fargo
2 questions for LUMN
Also covers: AMT, CUBE, DBRG +9 more
Nick Del Deo
MoffettNathanson LLC
1 question for LUMN
Also covers: AMT, CCI, CCOI +4 more
Samuel McHugh
BNP Paribas
1 question for LUMN
Also covers: ATUS, CABO, FYBR +4 more
Recent press releases and 8-K filings for LUMN.
Lumen Technologies Earns ISO 42001 AI Governance Certification
LUMN
New Projects/Investments
Debt Issuance
Revenue Acceleration/Inflection
- Lumen Technologies secured ISO 42001 certification for its Artificial Intelligence Management System, a first-of-its-kind award from Schellman Compliance, underscoring its commitment to responsible AI and reinforcing its position for AI-heavy workloads.
- The announcement contributed to a recent short-term rebound in shares, with a 1-day return of ~7.65% and a 30-day return of ~20.81%.
- Despite this, the company faces financial headwinds, including a recent net loss of $1,652 million on $12,690 million in revenue, margin pressure, and a challenged financial-strength profile.
- Lumen's Level 3 Financing unit plans an additional offering of $600 million of 8.5% senior notes due 2036 to fund debt purchases tied to tender offers.
- The company is strategically shifting away from legacy consumer voice businesses towards higher-margin enterprise and digital segments, which now account for roughly 75% of revenue.
3 days ago
Lumen Technologies' Role Highlighted in Optical Fiber Switch Market Forecast
LUMN
New Projects/Investments
Revenue Acceleration/Inflection
- The Global Optical Fiber Switch Market is projected to expand significantly, rising from a valuation of USD 4.29 Billion in 2025 to USD 8.72 Billion by 2031, reflecting a compound annual growth rate of 12.55%.
- This market growth is primarily driven by the urgent need for energy-efficient data center management, the global increase in high-bandwidth applications, and the modernization of telecommunications infrastructure, including the accelerated deployment of 5G networks and AI workloads.
- Lumen Technologies secured $5 billion in new business fueled by the surging need for AI-driven connectivity, as reported in an August 2024 press release, underscoring the critical role of advanced optical networking in sustaining next-generation digital services.
- A significant challenge for the market is the substantial initial capital investment required for advanced optical systems, which can impede rapid adoption, particularly among smaller network operators or within developing economies.
4 days ago
Lumen Technologies Subsidiary Completes Debt Offering and Amends Existing Notes
LUMN
Debt Issuance
- Level 3 Financing, Inc., a subsidiary of Lumen Technologies, Inc., completed an upsized offering of an additional $650 million aggregate principal amount of its 8.500% Senior Notes due 2036 on January 9, 2026.
- The net proceeds from this offering were primarily used to fund the purchase of Existing Second Lien Notes that were part of a tender offer.
- Concurrently, Lumen announced the final results of consent solicitations to amend the indentures for its 4.000% Second Lien Notes due 2031, 3.875% Second Lien Notes due 2030, 4.500% Second Lien Notes due 2030, and 4.875% Second Lien Notes due 2029.
- These amendments, which become operative upon payment of consideration, eliminate substantially all restrictive covenants and certain events of default, and release all collateral securing these Existing Second Lien Notes.
- A second supplemental indenture was executed on January 9, 2026, specifically for the 4.875% Second Lien Notes due 2029, to implement these changes.
Jan 9, 2026, 9:39 PM
Lumen Technologies' Subsidiary Upsizes and Prices Senior Notes Offering
LUMN
Debt Issuance
- On January 5, 2026, Lumen Technologies, Inc.'s subsidiary, Level 3 Financing, Inc., announced an offering of additional 8.500% Senior Notes due 2036.
- The offering was initially planned for $600 million and was subsequently upsized and priced at $650 million aggregate principal amount.
- These Additional Notes are a further issuance of the $1.25 billion aggregate principal amount of 8.500% Senior Notes due 2036 originally issued on December 23, 2025.
- The net proceeds are primarily intended to fund the purchase of Existing Second Lien Notes through cash tender offers launched on December 8, 2025, with any remainder for general corporate purposes.
- The Additional Notes were priced at 101.750% of their principal amount and will mature on January 15, 2036.
Jan 6, 2026, 1:53 AM
Lumen Technologies Announces Upsize and Pricing of Additional Senior Notes
LUMN
Debt Issuance
- Lumen Technologies' wholly-owned subsidiary, Level 3 Financing, Inc., announced an upsize of its offering of 8.500% Senior Notes due 2036 by $50 million, bringing the aggregate principal amount to $650 million.
- The Additional Notes were priced to investors at 101.750% of their aggregate principal amount and will mature on January 15, 2036.
- The net proceeds from this offering are intended to fund the purchase of Existing Second Lien Notes that were not acquired at early settlement of the Tender Offers, and for general corporate purposes.
- These Additional Notes will form a single series with the $1.25 billion aggregate principal amount of Initial Notes originally issued on December 23, 2025.
Jan 5, 2026, 11:38 PM
Lumen Subsidiary Announces Additional Senior Notes Offering
LUMN
Debt Issuance
- Lumen Technologies' wholly-owned subsidiary, Level 3 Financing, Inc., plans to offer an additional $600 million aggregate principal amount of its 8.500% Senior Notes due 2036.
- This offering is a further issuance of the $1.25 billion aggregate principal amount of the same notes originally issued on December 23, 2025.
- The net proceeds from this offering are intended to fund the purchase of any remaining Existing Second Lien Notes tendered in ongoing cash tender offers, which are scheduled to expire on January 7, 2026.
- As part of these tender offers, Level 3 Financing already purchased $1,568,804,800 of Existing Second Lien Notes through early settlement on December 23, 2025.
Jan 5, 2026, 1:30 PM
Lumen Technologies' Subsidiary Completes Debt Offering and Tender Offers
LUMN
Debt Issuance
- Level 3 Financing, Inc., an indirect wholly-owned subsidiary of Lumen Technologies, Inc., completed an upsized offering of $1.25 billion aggregate principal amount of its 8.500% Senior Notes due 2036 on December 23, 2025.
- The net proceeds from this offering, along with cash on hand, were utilized to purchase Existing Second Lien Notes through Tender Offers and to cover related fees and expenses.
- In conjunction with the Tender Offers, Level 3 Financing, Inc. solicited and obtained "Requisite Consents" from holders of its 3.875% Second Lien Notes due 2030, 4.500% Second Lien Notes due 2030, and 4.000% Second Lien Notes due 2031 to amend their respective indentures.
- These amendments, formalized via Second Supplemental Indentures dated December 23, 2025, are designed to eliminate substantially all restrictive covenants and certain events of default, and to release the collateral securing the obligations of the Existing Second Lien Notes.
Dec 23, 2025, 9:05 PM
Lumen Technologies Announces Early Results and Amendments to Tender Offers
LUMN
Debt Issuance
- Lumen Technologies, Inc. announced the early results and amendments to its cash tender offers for four series of Existing Second Lien Notes by its subsidiary, Level 3 Financing, Inc..
- A significant amendment is the elimination of the Former Aggregate Maximum Tender Cap, which was previously $1.5 billion, meaning all validly tendered notes (with specific conditions for the 2029 Notes) will be accepted for payment.
- As of the Early Tender Deadline on December 19, 2025, approximately $2.124 billion aggregate principal amount of Existing Second Lien Notes were validly tendered, with $1.5 billion accepted for purchase.
- The tender offer for the 4.875% Second Lien Notes due 2029 is now conditional on Level 3 Financing receiving at least $1.75 billion in gross proceeds from new debt financing.
- Requisite consents were obtained for all series of notes to amend indentures, eliminating substantially all restrictive covenants and certain events of default, and releasing collateral.
Dec 22, 2025, 1:41 PM
Lumen Technologies Amends Tender Offers and Announces Early Results
LUMN
Debt Issuance
- Lumen Technologies' subsidiary, Level 3 Financing, Inc., amended its cash tender offers for its Second Lien Notes, removing the aggregate maximum tender cap for all Existing Second Lien Notes.
- As of the December 19, 2025 Early Tender Deadline, approximately $2.124 billion in aggregate principal amount of Existing Second Lien Notes were tendered, with $1.5 billion accepted for purchase.
- The Withdrawal Deadline for the 4.875% Second Lien Notes due 2029 was extended to January 7, 2026, and their purchase is conditioned on Level 3 Financing securing at least $1.75 billion in new debt financing.
- The Early Settlement Date for certain accepted notes is expected on December 23, 2025, and the overall tender offers will expire on January 7, 2026, with a Final Settlement Date expected on January 9, 2026.
Dec 22, 2025, 1:30 PM
Lumen Technologies' Subsidiary Announces Upsized Senior Notes Offering and Concurrent Tender Offers
LUMN
Debt Issuance
- Lumen Technologies, Inc.'s subsidiary, Level 3 Financing, Inc., announced an offering of $1.25 billion aggregate principal amount of its 8.500% Senior Notes due 2036, which represents a $500 million increase from the previously announced size.
- The net proceeds from this offering, along with cash on hand or other available liquidity, are intended to purchase Existing Second Lien Notes through concurrent cash tender offers.
- The aggregate purchase price for the Existing Second Lien Notes in the tender offers has been increased to $1.5 billion from the previously announced $1.0 billion.
- The tender offers and consent solicitations will expire on January 7, 2026, with an early tender deadline of December 19, 2025. The offering of the new Notes is expected to be completed on December 23, 2025.
Dec 9, 2025, 12:43 AM
Quarterly earnings call transcripts for Lumen Technologies.
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