New Street Research - Lumen Technologies Inc. (LUMN) LUMN quick hit: big improvement in fiber adds

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New Street Research

Jonathan Chaplin

EUR 9599.00 For Business Accounts Only

LUMN quick hit: big improvement in fiber adds

We touch on Lumen’s fiber trends in this note and the implications for our broader broadband thesis in this brief note.

01/05/2024 1 EN

Underlying

Lumen Technologies Inc.

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US5502411037 New York Stock Exchange United States

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New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

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Pan European Telecom Services and Cable

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Analysts

Jonathan Chaplin

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LUMN quick hit: big improvement in fiber adds

Vermilion Compass: Weekly Equity Strategy

Autumn for Broadband 3Q24

LUMN: quick thoughts following the 3Q24 call

Alphabet (GOOGL, Buy, $213 target) Forget Chrome, 3P payments are the heart of the issue

SATS: DBS merger breaks

3Q24 Broadband Trends: FWA capacity limits; FWA demand limits

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