Lumen (LUMN) Technologies shared highlights from its 2025 Industry Analyst Forum. Highlights included keynote remarks from CEO Kate Johnson, who outlined the three pillars of the company’s strategy: “Building the backbone for the AI economy with a physical network designed for scale, speed, and security – delivering connectivity anywhere and for everything customers want to do. Cloudifying and agentifying telecom to reduce complexity and simplify the network for customers as an intelligent, on-demand, consumption-based digital platform. Creating a connected ecosystem with partnerships that extend Lumen’s reach, accelerate customer-first, AI-driven innovation, and unlock new opportunities across industries.” The company also outlined progress to reset its financial foundation. Following the anticipated 1H 2026 close of Lumen’s mass-market fiber sale to AT&T, in just over two years the company is projected to have: fully funded its future strategic plans, reduced gross debt by over 35% to $13.2B, reduced gross leverage to below 4x, and reduced annual interest expense by nearly 50% to approximately $700M; reduced approximately $1B in capex associated with the fiber-to-the-home buildout of divested consumer assets; delivered $350M in annualized cost savings by the end of 2025 and $1B by year end 2027 through the company’s modernization program.
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