US · Communication Services · Telecom Services
EPS came in at -0.14 against a street estimate of -0.16 — a beat of 12.5%.
Analysts rate Lumen Technologies, Inc. a hold (1 buy, 8 hold, 1 sell out of 10) with an average price target of $7.49.
CONFIDENT Lumen posted in-line Q2 results with strategic revenue growing 14% YoY to 53% of mix. Alkira acquisition expands digital services; NaaS customers exceed 3,000 with 22% QoQ growth. Management phasing out legacy voice to redeploy capital toward higher-margin AI-focused networking. Q2 2026 North American enterprise nearly flat; strategic mix shift offsetting legacy declines. Analysts pressed for customer transition vs. churn clarity, Alkira MRR/revenue timeline, and legacy exit risks. Management stressed new-customer wins (not cannibalization), cautioned on premature quantification, and segmented customer base to preserve large accounts during voice sunset. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 13.79% |
| Vanguard Portfolio Management, LLC | 5.96% |
| State Street Corp | 4.65% |
| FMR Inc | 4.39% |
| Vanguard Capital Management, LLC | 4.08% |
| Geode Capital Management, LLC | 2.41% |
| D. E. Shaw & Co LP | 1.70% |
| The Goldman Sachs Group Inc | 1.65% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 operating revenue was $2,715 million, down from $3,087 million in the third quarter of 2025. • Nine-month 2026 | 2026-11-04 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $2.715 billion, down 12% from $3.087 billion in third-quarter 2025 and down 3% sequentially. • Str | 2026-11-04 |
| Board / officer change · Q4 2026 HEADLINE NUMBERS • On October 22, 2026, Lumen Technologies amended and consolidated its executive severance arrangements. • The changes did not mate | 2026-10-23 |
| Reg FD disclosure · Q3 2026 LUMEN TECHNOLOGIES, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Stock Exchange Transfer: Lumen Technologies voluntarily de-listing from NYSE and movi | 2026-09-25 |
| Quarterly report · Q2 2026 LUMEN TECHNOLOGIES, INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $2,805 million, down 9.3% from $3,092 million in Q2 2025 • S | 2026-08-04 |
| Results announced · Q3 2026 LUMEN TECHNOLOGIES Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total Revenue: $2.805 billion (Q2 2026) vs $3.092 billion (Q2 2025) – down 9% • Net L | 2026-08-04 |
| Company announcement · Q2 2026 LUMEN TECHNOLOGIES, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • New debt issued: $1,383,848,075 total aggregate principal amount across two note seri | 2026-06-11 |
| Company announcement · Q2 2026 LUMEN TECHNOLOGIES 8-K FILING SUMMARY HEADLINE NUMBERS • Exchange Offers expired: June 9, 2026 at 5:00 PM ET • Notes involved in exchange: - Old Q | 2026-06-10 |
Readable in the app.
| Announcement | Date |
|---|---|
| Updated pro forma financial information filed in connection with business sale transaction Lumen Technologies filed an updated 8-K to provide revised pro forma financial information related to a business sale. The company is filing updated unaudited pro forma financial statements | 2026-04-16 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.