LUMN
Market read
The latest filing evidence is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.
Invalidation: The isolated read changes if LUMN's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 8 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No qualifying supportive evidence was identified.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“55 Table of Contents Future Debt Transactions Subject to market conditions, we expect to continue issuing debt securities as needed to refinance maturing obligations, including subsidiary debt, consistent with our capital allocation strategies and covenants.”10-Q · May 5, 2026 ↗
“This was primarily as a result of: • an increase of $1.1 billion in capital expenditures; and • an increase due to $319 million lower proceeds from sales of property, plant and equipment, and other assets.”10-K · Feb 20, 2026 ↗
“We believe macroeconomic changes over the past few years have resulted in (i) increases in certain revenue streams and decreases in others, (ii) operational challenges resulting from inflation and shortages of certain components and other supplies that we use…”10-Q · Oct 30, 2025 ↗
“These workforce reductions result primarily from the progression or completion of our post-acquisition integration plans, increased competitive pressures, cost reduction initiatives, process improvements through automation and reduced workloads due to reduced…”10-K · Feb 20, 2026 ↗
Valuation discipline
Price/sales 0.6× · EV/sales 0.5×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 14:05 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for LUMN. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-05-05 against the comparable filing from 2025-05-01.
No thresholded improvement was identified.
“Cash provided by operating activities is subject to variability period over period as a result of timing differences, including with respect to the collection of receivables and payments of interest expense, accounts payable, and bonuses.”
“Other Income, Net Other income, net reflects certain items not directly related to our core operations, including: Three Months Ended March 31, 2026 2025 (Dollars in millions) Pension and post-retirement net periodic expense $ (26) (46) Foreign currency (loss) gain (4) 2 Transition and separation services 41 37 Interest income 14 21 Other 1 16 Total other income, net $ 26 30 Income Tax Expense Our effective tax rate was as follows: Three Months Ended March 31, 2026 2025 (Dollars in millions) Effective tax rate 213.0 % 18.0 % Our effective tax rate for the three months ended March 31, 2026 was driven primarily by tax attributable to nondeductible goodwill from the Mass Markets Fiber-to-the-H...”
“This was primarily as a result of: • cash allocated to operating activities received as part of the divestiture of our Mass Markets Fiber-to-the-Home business associated with the fair value of the contractual credits and commercial agreements described in Note 2—Divestiture; • an offsetting increase in net loss adjusted for non-cash expenses and gains; and • an offsetting decrease in working capital as a result of timing of payments and collections on payables and receivables.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Planned Divestiture of the Mass Markets Fiber-to-the-Home Business On May 21, 2025, we entered into a definitive agreement to sell our Mass Markets fiber-to-the-home business (including approximately 95% of Quantum Fiber) in 11 states to AT&T for a pre-tax to…”
“Planned Divestiture of the Mass Markets Fiber-to-the-Home Business On May 21, 2025, we entered into a definitive agreement to sell our Mass Markets fiber-to-the-home business (including approximately 95% of Quantum Fiber) in 11 states to AT&T for a pre-tax to…”
Depended on by
“Our competitors include Verizon Communications Inc., AT&T Inc., T-Mobile US, Inc., Charter Communications, Inc., Comcast Corporation, and emerging satellite-based broadband providers, as well as DirecTV, DISH Network (a wholly-owned subsidiary of EchoStar Cor…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 12 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
LUMN is currently a Leader in the organic co-movement group Telecom Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for LUMN; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.