Lumen Technologies: Investor Day Presentation Highlights Bullish Thesis

Jeremy LaKosh6.06K FollowersFollow5ShareSavePlay(8min)Comment(1)SummaryLumen Technologies is executing a transformation, focusing on AI-driven growth, deleveraging, and strategic revenue mix shifts.LUMN expects free cash flow to reach $1.3 billion in 2026, with adjusted EBITDA guidance of $3.1–$3.3 billion and capital expenditures up to $3.4 billion.Post-asset sale, LUMN's debt load is projected to drop below $13 billion, with no significant maturities until 2029, supporting improved financial flexibility.Achieving adjusted EBITDA inflection in late 2026 and revenue growth by 2028 are pivotal for sustained shareholder gains and margin expansion. pingingz/iStock via Getty Images Introduction Lumen Technologies, Inc. (LUMN) is a telecommunications company that is currently transforming itself to meet the needs of the Artificial Intelligence revolution. Back in January, I highlighted Lumen as a favorite stockThis article was written byJeremy LaKosh6.06K FollowersFollowOther writing on Substack: https://yieldstrategies.substack.com/I am currently focused on income investing through either common shares, preferred shares, or bonds. I will occasionally break away and write about the economy at large or a special situation involving a company I've been researching in. I target two articles per week for publication on Monday and Tuesday.About My Background: Bachelors in history/political science, Masters in Business Administration with a specialization in Finance and Economics. I enjoy numbers. I have been investing since 2000. Professionally, I am the CEO of an independent living retirement community in Illinois.Analyst’s Disclosure: I/we have a beneficial long position in the shares of LUMN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.