Lumen Technologies Inc (LUMN) Options

worth a listen...

https://www.msn.com/en-us/video/other/companies-are-choosing-lumen-to-be-the-trusted-network-for-ai-ceo-says/vi-AA1GaBpf?ocid=msedgdhp&pc=LCTS&cvid=0ad012be53c343209afdcee24d5db460&ei=8

CEO on Fox Business next

You know? I really don't like being such a cheerleader for a stock. I'm just amazed we're still in the $3 range. Not only will AI require "Robust" Fiber network, but the Quantum computing upcoming Boom will require "State of the Art" fiber network. Did y'all catch the John Stankey (CEO AT&T) interview on Yahoo Finance? Quite enlightening.
Lumen may have sold it's 1 million customers and 4 million potential, but folks need to understand that Lumen is refocusing its core business model. Why would Lumen stay in such a competitive environment with a low margin? IDK, do your own Due Diligence.

This is total BS. It's criminal how Lumen is being treated. Very good BUY signal.

Thanks! Yes, I did also read that also that they are keeping their enterprise fiber network, but wasn't sure if the Fiber to the home being sold to AT&T was something that they just didn't need, but makes sense if it is just for Internet purposes for AT&T to advance with their services. Clearing up some debt with the sale, always good. 

AT&T paid $5.75B for 1 million customers? That’s $5,750 per customer? Plus Lumen keeps its Fiber? Who got the better part of this deal? Am I missing something?

AT&T paid $5.75B for 1 million customers? That’s $5,750 per customer? Plus Lumen keeps its Fiber? Who got the better part of this deal? Am I missing something?

Stockguy;
An important consideration, read bullet #2. How I read this; Lumen maintains control of it's Infrastructure (fiber network). It's only selling it's Mass market (Home customer base).

05/21/2025 - 01:06 PM
>AT&T to acquire Lumen’s Mass Markets fiber-to-the-home business for a total consideration of $5.75 billion in cash
>Lumen retains infrastructure critical to its enterprise strategy, including its national, regional, state, and metro fiber backbone and consumer copper broadband and voice services
>Accelerates Lumen's investment in network expansion, differentiated digital platform, and network architecture innovation
>Transaction to materially reduce Lumen’s debt, improve annual cash flow, and position Lumen for additional refinancing opportunities

Apologies StockGuy; Lumen is selling their Fiber to the Home, this doesn't effect their AI Fiber buildout. The $5.75B cash influx should help a lot towards AI infrastructure build-out. These are two separate entities? At least that's my understanding. People at home wouldn't be connected to the AI infrastructure as businesses would be. I believe that FTTH fiber to the home is intertwined with AI infrastructure. As the "Connected" Home Networks require fiber also. I'm just guessing here that AT&T wants into AI initiatives.
Also the newer fiber Lumen is buying from Corning is "State of the Art" fiber. Bigger, better, faster. Believe me, I'm not an expert in this field. So, what I should be saying is "I don't know?" I'm in the Electric Generation Industry. The important thing to consider is staying within your core business. IMHO Lumen is heading in a different direction, concentrating on developing high speed AI networks.

If you recall, Lumen is buying 10% of Dow Cornings fiber production. That's a lot of fiber. This build-out of fiber is to support AI initiatives. More fiber installed to support more data centers, etc. My opinion only, my gut feel.

Can you elaborate on AI bullet train? Don't they need this fiber networking for their AI build out?

Thank you, I'm at work on a laptop. I finally found the news release. No more CenturyLink Trucks? Now we'll be seeing AT&T trucks instead? The $5.75B will do wonders for CAPEX buildout. Making LUMEN the AI "Bullet Train" Cash is King. Now what will Kate do?

Yes, I guess they did! Cheers, I hope lol
so what does this mean for lumn going forward with their "highway" for AI?

https://www.barrons.com/quote/stock/US/T?mod=ANLink has agreed to acquire substantially all of https://www.barrons.com/quote/stock/US/LUMN?mod=ANLink residential fiber broadband network for about $5.75 billion in an all-cash deal
What does that mean for lumen with their adoption to AI?

Guess they did after all. 🍷

AT&T buying their fiber optic unit. 🍷

19% pop after hours. 4.56?

Ridiculous, not when the big 7 are up. 

Go Lumen Go....especially on a slightly down day for the markets.

It'll all work out in the end my friend. You'll be looking back on those 10s when we are trading in the 30's thinkin what a bargain they were 

Yes, me too, I got snookered into buying Lumen at $10 because of the 25 cents dividend. A case study in why we do Due Diligence. There were warning signs, but I didn't heed them. I thought man, how sweet this is. Had I not gone in with my rose colored glasses on...? I'm pleased Lumen has gotten rid of a lot of debt >$10B dollars since that time. I'm also in for the long haul.

I hear ya. Yeah I'm not complaining, my core position is at $1.07. Bought more in the low 2's and recently at 3.54. What I should have done was sell at 10 LOL, but I'm here for the long haul. It will definitely get back there and then some. 

Be thankful it stayed about $4. It was at $3 level for quite some time and the stock price would fluctuate drastically. Up 50 cents, then get shorted like crazy. Hopefully, it stays above $4. Although this stock is being treated relentlessly.

Ridiculous close today. SMH

What would be even better is a PPS above $20 and a reestablishment of the quarterly dividend of 25 cents per share. Last paid in September 9, 2022.

That's what it's all about. I'm thinking $20+ in a couple years, if Lumen still exists by then? The AI and Cloud Revolution is in it's infancy. Quantum? That will require Fiber as well.

"Don't be dismayed by the undervalued PPS of Lumen."
Nope, not at all. 😁 can't wait to see where this is a couple years from now!

Nice recovery; Lumen & IBM partnership in the news;
Lumen and IBM Collaborate to Unlock Scalable AI for Businesses
6:00 AM ET 5/6/25 | Dow Jones;
AI Focus: IBM is heavily focused on expanding its AI capabilities and offerings. Recent announcements include partnerships with Lumen to enhance AI at the edge, Oracle to improve AI on Oracle Cloud, and EY to launch AI-powered global tax compliance solutions. CEO Arvind Krishna has emphasized IBM's role in helping customers integrate AI agents from various providers and build their own.
https://www.google.com/search?q=dow+jones+ibm+news+today&rlz=1C1GCEB_enUS1127US1128&oq=dow+jones+IBM+news&gs_lcrp=EgZjaHJvbWUqBwgBECEYoAEyBggAEEUYOTIHCAEQIRigATIHCAIQIRigATIHCAMQIRigATIHCAQQIRigATIHCAUQIRigATIHCAYQIRiPAtIBCjEzODg0ajBqMTWoAgiwAgHxBVbb5nJ4D2ID8QVW2-ZyeA9iAw&sourceid=chrome&ie=UTF-8&safe=active&ssui=on
Who woulda thought? Lumen and Oracle in the same paragraph. Huge under pinning of Data Center Build-outs. Read between the lines. Don't be dismayed by the undervalued PPS of Lumen.

Apologies;
my Debt to employee ratio was incorrect;

Lumen Debt to employee = $18.16B/24,000 = $756,667

Two more comparisons;
Charter Communications (CMCSA) PPS 34.45
Revenue to employee $123.7B/182,000 = $679,670
Debt to employee $99.093B/ 182,000 = $544,010

Deutsche Telekom (DTE.DE) PPS 32.01
Revenue to employee $115.1B/ 198,194 = $580,726
Debt to employee $145.15B/ 198,194 = $$732,320

Here's another more telling Total Debt per Employee. Draw your own conclusions

Company Total Debt Employees Debt/Employee
Lumen $13B 24,000 $541,667
AT&T $140.9B 140,000 $1,006,428
VZ $168.4B 99,400 $1,694,167

Yes, Lumen doesn't own thousands of Brick & Mortar stores, staffed by 100's of employees. It doesn't have large inventories of Phones and gadgets.
I'm thinking I need to compare it with Cable companies versus phone companies. Although it is in a niche market.

Here's an interesting ratio that compares Total Revenues per Employee
Company Revenues Employees Rev/Employee($) PPS
Lumen $13B 24,000 $541,667 4.25
T $122.9B 140,000 $877,850 27.52
VZ $ 135.3B 99,400 $1,361,167 43.56

Yeah, the media is ridiculous. It's like I want to stop watching it but it's like a train wreck so you can't turn your head. Just have to shake your head at it, and hope more don't believe it. 

That makes sense. I'm trading in my IRA Rollover and Roth accounts for tax reasons. PPS held up well. Lots of naysayers out there, especially the media. Saying the store shelves are going to be empty. Just what we need, it's like someone yelling fire in a crowded theater. Shades of Covid return. Costco will be stocking extra toilet paper and paper towels. 

No. Schwab settles right away. No longer T +3
They used to for 401s and IRAs, but not for individual/day trading Account. But now, they done away with it for all. Good for Schwab.

Bought some last Friday, 4/25. There they go. LUMN tries to run, they cut the legs out? Bastards.
Then you have to deal with the Brokerage houses.
I sell and they hold your money for 3 days while the trades settles before you can take advantage of the fluctuations. Whereas before, I could sell and buy right away, but couldn't trade again those same shares for 3 days while the trade settled. Anyone else experience this?

bought more 3.54

Good deal, what slays me about the way this stock is traded is, the Big Boys know LUMEN is undervalued and most likely they'll beat earnings based upon my own assessment of MSFT, META earnings and their ongoing investment in AI and Cloud (CAPEX).

Lumen's earnings are more manageable now. It's Price/Sales is way undervalued. Yet the marketers pound the crap out of Lumen. It goes up a few pennies and BAM! Take her down!
GLTY

Picked up some more. I'm looking forward to a good earnings call today. Go LUMN, The super Highway for all the AI today and the future

This bodes well for Lumen tomorrow and going forward;
https://news.microsoft.com/2025/04/30/microsoft-cloud-and-ai-strength-drives-third-quarter-results/

REDMOND, Wash. — April 30, 2025 — Microsoft Corp. today announced the following results for the quarter ended March 31, 2025, as compared to the corresponding period of last fiscal year:

Revenue was $70.1 billion and increased 13% (up 15% in constant currency)
Operating income was $32.0 billion and increased 16% (up 19% in constant currency)
Net income was $25.8 billion and increased 18% (up 19% in constant currency)
Diluted earnings per share was $3.46 and increased 18% (up 19% in constant currency)
“Cloud and AI are the essential inputs for every business to expand output, reduce costs, and accelerate growth,” said Satya Nadella, chairman and chief executive officer of Microsoft. “From AI infra and platforms to apps, we are innovating across the stack to deliver for our customers.”

“We delivered a strong quarter with Microsoft Cloud revenue of $42.4 billion, up 20% (up 22% in constant currency) year-over-year driven by continued demand for our differentiated offerings,” said Amy Hood, executive vice president and chief financial officer of Microsoft.
Even though MSFT & LUMN are totally different companies. The Price to Sales ratio for MSFT is 3.2T (MC) divided by 261.8B (Total Rev) = 12.09, please check my math.

Latest Price to Sales calc: Market Cap/ Total Sales (Revenue). 3.60 (pps) x 1.014 (OS) = 3.65 (MC)/ 13.11 (Revs 2024) = 0.278 or .28. Pretty incredible when you consider it? This is fact not fiction. 

I don't care for Zack's reports. It's like fill-in the blanks. They forgot to remove the Ceragon comment. Anyone catch that? Zacks can't seem to make up their minds about their investments they write about. I'm in for the long haul. I still think Lumen is way undervalued. Zacks said Price to Sales is .25...incredible. 

Earnings this next week, Thursday, May 1st after market close. IMHO LUMEN is way undervalued. Looking forward to the "POP"

Proposal for reverse split on proxy vote sheet 

I hear AT&T. Neither company responded to request for comment

Had this last summer I believe & made good 💰. Any truth to the rumors relating selling one of their divisions to a major telecom ?

Lumen is one "oversold/undervalued stock" buy and hold. 

$8.5B in new contracts....not too shabby. Go Kate & Company!!!

Apld?

Thats the idea

Here's something totally fascinating; the cost to lay one (1) mile of fiber optic cable costs on average $60k per mile. Depending upon the terrain. Guess what Lumens cost per mile of its 450k miles of fiber optic cables are? Simple enough, divide Lumens Market Cap ($4.7B) by 450,000.... drum roll... $10,444 per mile. That's incredible. Lumen is way, way undervalued. Still not satisfied I see... Well? Then let's throw $18B in debt on top of the $4.7B MC, $21.7B. Divide that by the miles of fiber optic cable. $21.7B/450k....$48,222 per mile. Still below average.