LUMN Earnings Prediction
The chart below shows how LUMN performed 10 days before and after its earnings report, based on data from the past quarters. Typically, LUMN sees a -9.43% change in stock price 10 days leading up to the earnings, and a -1.82% change 10 days following the report. On the earnings day itself, the stock moves by +10.41%. This data can give you a slight idea of what to expect for the next quarter's release.
LUMN Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
3.33B
-5.35%
3.35%
Gross Margin
25.98%
-11.21%
1.80%
Operating Margin
4.63%
22.49%
18.41%
Net Margin
2.55%
104.50%
-155.56%
EPS
0.09
104.43%
-160.00%
No Data Available
LUMN Earnings Analysis
Lumen Technologies Inc Corporation (LUMN.N) Earnings Conference Call
Positive
Earnings Per Share Beat: Lumen Technologies reported an EPS of $0.09, exceeding expectations of $-0.05, indicating strong financial performance.
AI Network Sales Success: In 2024, Lumen secured $8.5 billion in closed sales with major tech companies, enhancing its position in the AI network market.
Enterprise Sales Growth: The North American enterprise sales grew over 15% year-over-year, driven by significant public sector growth and robust sales execution.
Fiber Net Adds Growth: The Mass Markets Quantum Fiber team achieved over 500,000 enablements with a greater than 90% year-over-year growth in fiber net adds, showcasing strong customer demand.
2025 Financial Projections: Lumen expects 2025 adjusted EBITDA to be between $3.2 billion and $3.4 billion, with a projected free cash flow of $700 million to $900 million, reflecting positive financial outlook.
Negative
Revenue Decline Analysis: Total reported revenue declined 5.3% to $3.329 billion, with business segment revenue down 5.1% to $2.659 billion, indicating a significant drop in overall financial performance.
Mass Markets Revenue Decline: Mass Markets segment revenue decreased by 6.3% to $670 million, reflecting ongoing challenges in this area of the business.
Adjusted EBITDA Decline: Adjusted EBITDA fell to $1.052 billion from $1.099 billion year-over-year, resulting in a decline in the adjusted EBITDA margin to 31.6%.
Negative Free Cash Flow: Free cash flow was negative $174 million, primarily due to timing issues related to cash from PCF deals, highlighting cash flow challenges.
Wholesale Revenue Decline: Wholesale revenue declined approximately 4.5% year-over-year, with the Harvest portion of the wholesale portfolio contracting by 5.2%, indicating ongoing struggles with legacy services.
LUMN FAQs
How does LUMN typically perform around its earnings report dates?
Is Lumen Technologies Inc (LUMN) Q4 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
LUMN Earning Call Sentiment
Lumen Technologies, Inc. (NYSE:LUMN) Q4 2024 Earnings Call Transcript
LUMN.N
1.07%Positive
The earnings call presents mixed signals: strong EPS and fiber broadband growth are positive, but overall revenue decline and negative free cash flow are concerning. The Q&A reveals some uncertainties, especially around recurring revenue and public sector growth. Despite strategic plans for network expansion and cost reduction, the cautious 2025 EBITDA guidance and lack of clarity in some management responses temper optimism. Given the market cap and these factors, the stock is likely to remain stable, resulting in a neutral sentiment prediction.
