Lumen Technologies (1CYTH) AI Stock Analysis
Lumen Technologies
(Milan:1CYTH)
No summary available
Lumen Technologies (1CYTH) vs. iShares MSCI Italy ETF (EWI)
- Market Cap
- EUR 5.03B
- Dividend Yield
- ―
- Average Volume (3M)
- 2,017
- Price to Earnings (P/E)
- -4.8
- Beta (1Y)
- 0.43
- Revenue Growth
- -14.06%
- EPS Growth
- 17.12%
- Country
- Italy
- Employees
- 24,000
- Sector
- Communication Services
- Sector Strength
- 60
- Industry
- Telecommunications Services
Lumen Technologies Business Overview & Revenue Model
Company Description
Lumen Technologies, Inc. functions as an infrastructure-driven technology and telecommunications provider, offering a diverse array of integrated solutions to both commercial clients and residential customers throughout the United States and internat...
Lumen Technologies Earnings Call Summary
The call conveyed a positive strategic narrative: management presented clear evidence of a transformation toward digital, platform-based services with strong adoption signals (NaaS, 100/400G waves, strategic revenue up 14% YoY and now 53% of business). Cash flow remains positive and the company is executing on modernization, asset monetization (PCF) and operational simplification. Near-term financials showed modest revenue and EBITDA declines and notable special items, and digital revenue is still small, but management framed these as expected transition effects and emphasized pathway to higher-margin growth (including Alkira upside and 80% adjusted-EBITDA-margin intent for incremental digital services). Given the scope and pace of strategic wins and adoption metrics outweighing the near-term financial headwinds, the overall tone is constructive.
Q2-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Management reiterated that Q2 results were in line with expectations and reaffirmed its full‑year framework while promising updated 2027 guidance to quantify Alkira upside; key Q2 metrics: total business revenue $2.44B (down 1.8% YoY; North America down 1.6%; North American enterprise down 0.2%), strategic revenue +14% YoY and now 53% of total (vs 51% in Q1 and 45% a year ago), digital revenue $39M, PCF revenue ~$91M (including ~$36M California milestone) tied to $13B of PCF deals, adjusted EBITDA (ex specials) $802M (vs ~$877M LY) with $204M of special items, CapEx (ex specials) ~$780M (including ~$300M for PCF), PCF cash received ~$476M, free cash flow (ex specials) $327M; strong operational metrics included NaaS customers >3,000 with new adoption +22% QoQ, >20% of first‑time adopters new to Lumen, active ports +34% QoQ and active services +29% QoQ, 100/400G wave revenue +~11% YoY and wave sales +~35% YoY, while M&S savings are on track to deliver ~$700M exiting this year and ~$1B next year and management noted normal Q3 seasonality (~$100M EBITDA decline vs Q2).
Lumen Technologies Risk Analysis
Lumen Technologies disclosed 41 risk factors in its most recent earnings report. Lumen Technologies reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
1 New RiskLumen Technologies Peers Comparison
Overall Rating
VZ67Neutral
CHTR63Neutral
CMCSA63Neutral
T63Neutral
CCOI44Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| VZ | 67Neutral | $185.39B | 11.41 | 15.73% | 6.29% | 1.38% | -16.44% |
| CHTR | 63Neutral | $19.64B | 2.86 | 30.43% | ― | -1.50% | 4.45% |
| CMCSA | 63Neutral | $82.45B | 7.35 | 12.32% | 5.68% | -0.25% | -47.58% |
| T | 63Neutral | $144.23B | 11.57 | 11.95% | 5.18% | 3.51% | -39.83% |
| Sector * | 60Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% |
| CCOI | 44Neutral | $345.19M | -3.79 | 140.52% | 1.19% | -4.54% | 79.01% |
* Communication Services Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| IT:1CYTH | Lumen Technologies Inc. | 4.30 | -5.31 | -55.24% | |
| T | At&t Inc | 21.41 | -2.00 | -8.56% | |
| CHTR | Charter Communications | 111.49 | -110.71 | -49.82% | |
| CCOI | Cogent Communications | 6.74 | -33.81 | -83.38% | |
| CMCSA | Comcast Corp | 23.22 | -0.77 | -3.21% | |
| VZ | Verizon Communications | 44.73 | 7.72 | 20.87% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.