LUMN Lumen Technologies (LUMN) Q1 FY26 earnings call
Lumen Technologies reported solid Q1 FY26 results, highlighted by the strategic acquisition of Alkira, which is expected to significantly accelerate the company's programmable network capabilities and digital revenue growth. The company is focused on transforming its business model to serve the AI-driven multi-cloud world, leveraging its fiber infrastructure and digital platform. While legacy revenue declines persist, the company is seeing encouraging adoption of its NaaS services and is committed to its full-year financial goals.
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LUMN operating KPIs by quarter
| KPI | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|
| NaaS customers | <2,500We now have nearly 2,500 NaaS customers, with more than 30% of them being repeat purchasers.Source: earnings call transcript | 3,000+And today, the total number of NaaS customers exceed 3,000.Source: earnings call transcript | — |
| Capital expenditures PCF deals | ~$161MThat included approximately $161 million of CapEx associated with PCF deals.Source: earnings call transcript | ~$300MThat included approximately $300 million of CapEx associated with PCF deals.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.