LUMN Lumen Technologies (LUMN) Q2 FY26 earnings call
Lumen Technologies reported Q2 FY26 results in line with expectations, driven by strong strategic revenue growth and accelerating digital transformation. The company is redefining enterprise networking for AI, leveraging its physical infrastructure, programmable network, and connected ecosystem. The acquisition of Alkira is expected to accelerate digital growth, with a focus on high-margin, platform-based services and disciplined capital allocation away from legacy products.
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LUMN operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | This call 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.