Lumen Technologies (LUMN) will report its results for the fourth quarter on Tuesday, after market close.
Wall Street expects a loss of $0.27 per share, on a revenue of $3.04 billion, down 8.7% year-on-year.
Ahead of its fourth-quarter results, Lumen announced a series of initiatives aimed at expanding enterprise connectivity and supporting AI-related infrastructure during the quarter. The company outlined plans to enhance the internet backbone and disclosed multiple partnerships with data center operators and enterprise technology firms.
The company also reported additional commercial agreements, expanded its cybersecurity offerings through collaborations with cloud and security partners.
During the quarter, Lumen has also reported additional commercial agreements, expanded its cybersecurity offerings through collaborations with cloud and security partners, and made balance-sheet moves including debt tender offers and new note issuance.
According to Seeking Alpha’s Quant Rating system, Lumen is rated Hold. It has an overall score of 3.23 out of 5, with grades of A in momentum and a B+ for valuation, offset by a C- for both growth and revisions and a D- in terms of profitability.
An analyst said Lumen’s turnaround is continuing despite ongoing revenue pressure, noting that the company saw “revenue declined with the hopes of returning to growth in 2026.” The analyst added that AI deal momentum is “best quantified through the growth in deferred revenue,” while pointing to balance-sheet improvement, saying that “following the fiber to home divestiture, LUMN’s debt structure will be more lean.”
Over the past two years, Lumen has beaten EPS estimates 63% of the time and topped revenue estimates 75% of the time.
Over the last three months, EPS estimates have seen one upward revision and five downward revisions, while revenue estimates have recorded seven upward revisions and two downward revisions.