New Street Research - Lumen Technologies Inc. (LUMN) LUMN: quick thoughts following the 3Q24 call

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New Street Research

Jonathan Chaplin

EUR 9281.00 For Business Accounts Only

LUMN: quick thoughts following the 3Q24 call

We cover two important things in this brief note: first, the valuation of the new PCF contracts; second, the implications of recent transactions for the value of Quantum Fiber and the Mass Markets business. We also touch on trends in Quantum Fiber.

06/11/2024 1 EN

Underlying

Lumen Technologies Inc.

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US5502411037 New York Stock Exchange United States

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Analysts

Jonathan Chaplin

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LUMN: quick thoughts following the 3Q24 call

LUMN Quick Hit: Lumen and Google sign PCF contract

LUMN quick hit: Lumen and AWS sign PCF contract

CPNG 3Q24 Results: Margins to Improve YoY in FY24

FYBR 3Q24 Quick Take: Subscribers beat; EBITDA in line; all eyes on the vote

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