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

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New Street Research

Jonathan Chaplin

EUR 9599.00 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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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 thoughts following the 3Q24 call

Vermilion Compass: Weekly Equity Strategy

Autumn for Broadband 3Q24

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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