New Street Research - Lumen Technologies Inc. (LUMN) LUMN Quick Hit: Lumen and Meta Sign PCF Contract

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New Street Research

Jonathan Chaplin

EUR 9599.00 For Business Accounts Only

LUMN Quick Hit: Lumen and Meta Sign PCF Contract

This morning, Lumen announced that they have entered into a Private Connectivity Fabric contract (PCF) with Meta to help drive AI network expansion. In this quick note, we use our PCF framework to estimate what the contract could be worth.

21/10/2024 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.

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Analysts

Jonathan Chaplin

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LUMN Quick Hit: Lumen and Meta Sign PCF Contract

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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