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Investor Relations14 Oct 2025
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Lumen Technologies (LUMN) investor relations material
Lumen Technologies Analyst Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Analyst Day 2025 summary23 Sep, 2025
Strategic transformation and vision
Executing a bold strategy to become the trusted network for AI, focusing on building out the physical network, cloudifying telecom, and strengthening the financial foundation to drive growth.
Transitioning from a legacy telco to a modern technology infrastructure company, with a clear focus on enterprise customers and a $15B addressable market.
Transformation is rooted in innovation, aiming to restore free cash flow health, guide EBITDA growth in 2026, and return to business segment revenue growth by 2028.
The North Star strategy, set in December 2022, remains unchanged: connect people, data, and applications quickly, securely, and effortlessly.
Culture is a key driver, emphasizing team trust, transparency, and a growth mindset to support transformation.
Financial health and growth outlook
Completed the largest out-of-court debt restructuring in history, reducing debt from over $18B to $13B and cutting interest expense in half.
Achieved financial freedom, enabling investment in future growth, deleveraging, and potential stock buybacks.
Path to business segment revenue growth by 2028 and total company growth by 2029, with EBITDA stabilizing and inflecting upwards in 2026.
Margin expansion targeted at 20% over the next four to five years, driven by modernization, simplification, and scalable digital platforms.
Conservative growth assumptions based on current market rates and organic platform performance, with upside potential from new digital initiatives.
Network expansion and technology innovation
Massive nationwide fiber build underway, targeting 27,000 miles by 2027, with 3,000 miles already deployed and 144 shelters completed.
Partnerships with hyperscalers and Corning enable rapid expansion and deployment of high-capacity, next-generation fiber.
Introduction of Project Berkeley, a programmable, cloud-managed device enabling seamless transition to Cloud 2.0 and AI-ready networking.
Lumen Connect digital platform offers a single pane of glass for network management, supporting on-demand, composable services across on-net and off-net locations.
Network as a Service (NAS) and fabric ports allow customers to provision high-bandwidth, multi-service connections in minutes, supporting cloud, data center, and edge connectivity.
Detail drivers for 2028 business revenue growth
Project Berkeley's impact on network control and reach
Lumen's unique advantage in Cloud 2.0 AI market
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Next Lumen Technologies earnings date
Q3 20254 Nov, 2025
Next Lumen Technologies earnings date
Q3 20254 Nov, 2025
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Eferix Drawings Google Play
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Frequently asked questions
Provider of network, cloud, communication, and security services
Lumen is a technology company that provides a range of digital services to customers around the world, including network and communications solutions, cloud services, and security solutions. The company was founded in 2017 and has since become a leading provider of technology solutions to businesses and organizations of all sizes. Some of Lumen’s competitors include Verizon Communications, VMware, and Equinix.
The business model
Lumen's business model is based on providing flexible and scalable technology solutions that help businesses to streamline their operations and improve their performance. The company's products and services include networking, cloud computing, cybersecurity, and other digital services, which are designed to meet the evolving needs of its customers.
How Lumen makes money
Lumen generates revenue primarily through the sale of its technology solutions, as well as through ongoing customer support and service contracts. The company's revenue is also generated through its partnerships with other technology companies, as well as through collaborations with academic research institutions and other organizations.
Supporting digital transformation and innovation
Lumen has a strong focus on supporting digital transformation and innovation, with a range of initiatives aimed at promoting the adoption of new and emerging technologies. The company has established partnerships with technology startups and research institutions around the world, providing support and funding for cutting-edge research in a variety of fields.
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