The earnings call presented a mix of significant achievements, such as debt reduction and strong enterprise sales growth, alongside challenges like overall revenue decline and negative free cash flow. Despite these challenges, the company's strategic positioning in AI network deals and operational improvements indicate potential for future growth.

Company Guidance

During Lumen Technologies' fourth quarter 2024 earnings call, the company provided guidance for 2025, emphasizing key financial metrics and strategic priorities. For 2025, Lumen projects EBITDA to be between $3.2 billion and $3.4 billion, and free cash flow to range from $700 million to $900 million. The company aims for a return to full-year EBITDA growth by 2026, driven by an improved revenue mix and operational cost reductions, with plans to eliminate over $1 billion in operating expenses by 2027. Additionally, the call highlighted Lumen's $8.5 billion in closed sales with major tech companies, strengthening its position in the AI network market. The company also outlined its strategic focus on driving operational excellence, building the AI backbone, and cloudifying telecommunications to enhance customer, shareholder, and employee value.

Debt Reduction and Financial Strengthening

Lumen reduced its debt load by $1.6 billion in 2024 and sent redemption notices for another $200 million, improving both equity and debt trading values.

Significant AI Network Deals

Closed $8.5 billion in sales with major tech companies like Microsoft, AWS, Google, and Meta, positioning Lumen as a trusted network for AI.

Improved Customer Satisfaction

Delivered better year-over-year customer satisfaction scores across all enterprise segments for four consecutive quarters.

Strong Growth in Enterprise Sales

North American enterprise sales grew over 15% year-over-year, with 13% growth in IP and waves.

Mass Markets Quantum Fiber Success

Achieved over 500,000 enablements with more than 90% year-over-year growth in fiber net adds.

Operational Efficiency Gains

Achieved a 12-day reduction in average delivery time and up to 50% cost reduction in implementations.

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Lumen Technologies (LUMN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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LUMN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 06, 2025	2025 (Q1)	-0.25 / -	-0.04	―	―	―
Feb 04, 2025	2024 (Q4)	-0.05 / 0.09	0.08	12.50% (<+0.01)
Nov 05, 2024	2024 (Q3)	-0.09 / -0.13	-0.09	-44.44% (-0.04)
Aug 06, 2024	2024 (Q2)	-0.05 / -0.13	0.1	-230.00% (-0.23)
Apr 30, 2024	2024 (Q1)	0.02 / -0.04	0.1	-140.00% (-0.14)
Feb 06, 2024	2023 (Q4)	-0.01 / 0.08	0.43	-81.40% (-0.35)
Oct 31, 2023	2023 (Q3)	0.05 / -0.09	0.14	-164.29% (-0.23)
Aug 01, 2023	2023 (Q2)	0.08 / 0.10	0.35	-71.43% (-0.25)
May 02, 2023	2023 (Q1)	0.10 / 0.10	0.63	-84.13% (-0.53)
Feb 07, 2023	2022 (Q4)	0.23 / 0.43	0.51	-15.69% (-0.08)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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LUMN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 04, 2025	$5.04	$4.97	-1.39%
Nov 05, 2024	$7.61	$9.02	+18.53%
Aug 06, 2024	$5.00	$6.63	+32.60%
Apr 30, 2024	$1.19	$1.21	+1.68%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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