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Lumen Technologies (LUMN)
NYSE:LUMN
Earnings Data
Report Date
Feb 10, 2026After Close (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
-0.25Last Year’s EPS
0.09Same Quarter Last Year
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Lumen Technologies demonstrated significant progress in financial performance, strategic partnerships, and technological advancements, particularly in the PCF and NaaS segments. Despite challenges in legacy telecom revenue and public sector declines, the company's strategic initiatives in AI infrastructure and debt management suggest a promising trajectory toward growth.Company Guidance
Strong Financial Performance
Revenue, EBITDA, and free cash flow all exceeded Street consensus. Revenue declined only 3.2% year-over-year, outperforming competitors.
Private Connectivity Fabric (PCF) Deals
Signed over $1 billion in new PCF deals, bringing the total to over $10 billion. These deals are expected to yield a recurring revenue stream of $400 million to $500 million by 2028.
Debt Refinancing and Cost Savings
Completed $2.4 billion debt refinancing and repricing, reducing annual interest expenses by $135 million. Year-to-date interest expense reduction is approximately $235 million.
Growth in North American Enterprise Revenue
North American enterprise grow revenue increased by 10.5% year-over-year, driven by dark fiber and IP services. Grow revenue now represents 50% of North American enterprise revenue.
Expansion of Network as a Service (NaaS)
Reached over 1,500 enterprise customers and launched Internet on-demand off-net, expanding market reach by nearly 100x.
Strategic Partnership with Palantir
Announced a strategic partnership with Palantir to enhance AI capabilities, reflecting the importance of Lumen's network as critical AI infrastructure.
LUMN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LUMN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Oct 30, 2025 | $10.34 | $10.28 | -0.58% |
Jul 31, 2025 | $4.45 | $3.71 | -16.63% |
May 01, 2025 | $3.52 | $3.78 | +7.39% |
Feb 04, 2025 | $5.04 | $4.97 | -1.39% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Lumen Technologies (LUMN) report earnings?
Lumen Technologies (LUMN) is schdueled to report earning on Feb 10, 2026, After Close (Confirmed).
What is Lumen Technologies (LUMN) earnings time?
Lumen Technologies (LUMN) earnings time is at Feb 10, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LUMN EPS forecast?
LUMN EPS forecast for the fiscal quarter 2025 (Q4) is -0.25.
