Lumen Technologies: Recent Divestiture Of Consumer Fiber Business To AT&T, Network as a Service (NaaS) and Fabric Port Expansion As Key Growth Levers!

Lumen Technologies’ latest earnings reveals a company engaged in an ambitious transformation, illustrated by both promising developments and notable challenges. The organization executed well on its strategy to drive operational efficiency, enhance its AI infrastructure, and transition its telecommunications model to a cloud based system. These areas contributed to better-than-expected financial outcomes for the first quarter of 2025. Lumen surpassed consensus estimates for revenue, EBITDA, and free cash flow. The North American market, specifically the Grow revenue segment, saw an increase of 7.9% year-over-year. However, total North American business revenue experienced a 2.2% decline, which is notable but was indicated as less severe than industry peers.