External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

<ul><li>Lumen recently experienced a stock jump and has entered into an agreement with Microsoft to improve backhaul connections into Microsoft's data warehouses</li><li>Corning will sell their new AI fiber to Lumen, fulfilling Microsoft's need for more AI fiber which allows for more fiber strands to be packed into a smaller cable, increasing capacity within limited conduits</li><li>The author disagrees with this thesis for two reasons, which are not specified in the summary</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Lumen recently experienced a stock jump and has entered into an agreement with Microsoft to improve backhaul connections into Microsoft's data warehousesCorning will sell their new AI fiber to Lumen, fulfilling Microsoft's need for more AI fiber which allows for more fiber strands to be packed into a smaller cable, increasing capacity within limited conduitsThe author disagrees with this thesis for two reasons, which are not specified in the summaryThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Lumen Technologies Inc (LUMN) - Friday, Aug 2, 2024

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Lumen Technologies provided a comprehensive overview of their strategic advances and financial performance in their latest quarterly earnings call.</li><li>The discussion revealed a company at a pivotal juncture, keen on leveraging emerging technologies and enhancing infrastructure to bolster its market position.</li><li>However, like any transformation of this magnitude, the journey involves both potential and challenges.</li></ul>

Lumen Technologies provided a comprehensive overview of their strategic advances and financial performance in their latest quarterly earnings call.The discussion revealed a company at a pivotal juncture, keen on leveraging emerging technologies and enhancing infrastructure to bolster its market position.However, like any transformation of this magnitude, the journey involves both potential and challenges.

Lumen Technologies: Exploitation Of Digital Infrastructure Capabilities & Other Major Drivers

<ul><li>Lumen Technologies has reported a mix of achievements and challenges in its first quarter earnings for the year 2024.</li><li>The company, a major player in telecommunications and technology services, has had to navigate through certain pressures, particularly relating to a transformative period marked by significant restructuring of its operations and financial obligations.</li><li>A key highlight is Lumen Technologies' ongoing restructuring, which has presented both opportunities and setbacks.</li></ul>

Lumen Technologies has reported a mix of achievements and challenges in its first quarter earnings for the year 2024.The company, a major player in telecommunications and technology services, has had to navigate through certain pressures, particularly relating to a transformative period marked by significant restructuring of its operations and financial obligations.A key highlight is Lumen Technologies' ongoing restructuring, which has presented both opportunities and setbacks.

Lumen Technologies Inc.: Will The Management Focus On Focus on Quantum Fiber Expansion Yield The Necessary Results? - Major Drivers

<ul><li>Lumen Technologies’ Fourth Quarter 2023 Earnings revealed significant progress in the company's business transformation.</li><li>Led by the efforts of the new executive team under CEO Kathleen Johnson, Lumen indicated that it had met its 2023 EBITDA and free cash flow guidance and had made material progress in its strategic priorities.</li><li>To strengthen its balance sheet, Lumen entered into an agreement with a majority of its creditors that extends most debt maturities to 2029.</li></ul>

Lumen Technologies’ Fourth Quarter 2023 Earnings revealed significant progress in the company's business transformation.Led by the efforts of the new executive team under CEO Kathleen Johnson, Lumen indicated that it had met its 2023 EBITDA and free cash flow guidance and had made material progress in its strategic priorities.To strengthen its balance sheet, Lumen entered into an agreement with a majority of its creditors that extends most debt maturities to 2029.

Lumen Technologies: Its Digital Platform Is Harnessing Multibillion-Dollar Opportunity! - Major Drivers

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

<ul>
<li>Our outlook remains bullish following the S&amp;P 500's multi-month base breakout above 5670, alongside healthy market dynamics which have continued to improve.</li>
<li>Two weeks ago, our election day report (11/5/24) was titled "Buy the Pullback," and with the SPX/QQQ/IWM pulling back to their 20-day MAs, it's time to buy the pullback again.</li>
<li>We continue to expect significant upside into year-end and early 2025, and we expect support at the 20-day MAs on the aforementioned indexes (though support at 50-day MAs is possible).</li>
</ul>


Our outlook remains bullish following the S&amp;P 500's multi-month base breakout above 5670, alongside healthy market dynamics which have continued to improve.
Two weeks ago, our election day report (11/5/24) was titled "Buy the Pullback," and with the SPX/QQQ/IWM pulling back to their 20-day MAs, it's time to buy the pullback again.
We continue to expect significant upside into year-end and early 2025, and we expect support at the 20-day MAs on the aforementioned indexes (though support at 50-day MAs is possible).


Buy the Pullback Again; S&P 500, Nasdaq 100, Russell 2000 Testing Confluence of Support

United States

Lumen Technologies, Inc. provides digital solutions for home and business premises. The Company offers communications, network security, cloud solutions, voice, and managed services. Lumen Technologies serves customers worldwide.

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Lumen Technologies (LUMN US)

Lumen Technologies Inc (LUMN) - Friday, Aug 2, 2024

Lumen recently experienced a stock jump and has entered into an agreement with Microsoft to improve backhaul connections into Microsoft's data...

Value Investors Club

Lumen Technologies: Exploitation Of Digital Infrastructure Capabilities & Other Major Drivers

Lumen Technologies provided a comprehensive overview of their strategic advances and financial performance in their latest quarterly earnings...

Baptista Research

Lumen Technologies Inc.: Will The Management Focus On Focus on Quantum Fiber Expansion Yield The Necessary Results? - Major Drivers

Lumen Technologies has reported a mix of achievements and challenges in its first quarter earnings for the year 2024. The company, a major player...

Baptista Research

Lumen Technologies: Its Digital Platform Is Harnessing Multibillion-Dollar Opportunity! - Major Drivers

Lumen Technologies’ Fourth Quarter 2023 Earnings revealed significant progress in the company's business transformation. Led by the efforts of the...

Baptista Research

Buy the Pullback Again; S&P 500, Nasdaq 100, Russell 2000 Testing Confluence of Support

Buy the Pullback Again, Same as Our Election Day Report; S&P 500 $SPX, Nasdaq 100 $QQQ, Russell 2000 $IWM Testing Confluence of Support at 20-day...

Vermilion Research

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