Q3 2025 Lumen Technologies Inc Earnings Call Transcript

Oct 30, 2025 / 09:00PM GMT

Release Date Price: R$59.9 (-1.07%)

Transcript 10-Q8-K

Key Points

Positve

Lumen Technologies Inc (LUMN) reported strong financial results with revenue, EBITDA, and free cash flow all exceeding street consensus.
The company successfully implemented phase one of its new ERP system, contributing to operational efficiency.
Lumen Technologies Inc (LUMN) achieved more than $250 million in run rate cost takeout through Q3, on track for $350 million by year-end.
The company signed an additional $1 billion in private connectivity fabric deals, bringing the total to over $10 billion.
Lumen Technologies Inc (LUMN) is making significant progress in its consumer fiber to the home sale to AT&T, expected to close in early 2026.

Negative

Lumen Technologies Inc (LUMN) continues to face declining legacy telecom revenue, impacting overall financial performance.
The company's mass market segment revenue declined by 7.7% year over year.
Adjusted EBITDA margins were impacted by anticipated declines in public sector harvest revenue.
International and other revenue declined by 13%, driven by managed services, VPN, and voice declines.
The company faces challenges in transitioning resources from legacy services to new digital offerings.

Operator

Greetings and welcome to Lumen Technologies 3rd quarter 2025 earnings call. During the presentation, all participants will be in a listen-only mode. Afterwards, we will conduct a question-and-answer session. And at that time if you would like to ask a question, please press the star followed by the one on your telephone. If at any time during the conference you need to reach an operator, please press 0. As a reminder, this conference is being recorded Thursday, October 30th, 2025. I would now like to turn the conference over to Jim Breen, senior Vice President, Investor Relations. Please go ahead.

Jim Breen Lumen Technologies Inc;SVP

Investor Relations

Good afternoon everyone, and thank you for joining Lumen Technologies on today's call. On the call today are Kate Johnson, President and Chief Executive Officer, and Chris Sansbury, executive Vice President and Chief Financial Officer. Before we begin, this conference call may include forward-looking statements subject to certain risk and uncertainties. All forward-looking statements should be

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.