Lumen Technologies, Inc. (LUMN) Q3 2024 Earnings Call Transcript Summary
Lumen Technologies, Inc. (LUMN) Q3 2024 Earnings Call Transcript Summary
Free cash flow was positive $1.2 billion, contributed mainly by recent TCF (Trusted Connectivity Framework) sales.The following is a summary of the Lumen Technologies, Inc. (LUMN) Q3 2024 Earnings Call Transcript:
以下是lumen technologies, inc.（lumn）2024年第三季度業績會議實錄摘要：
Financial Performance:
財務表現:
Lumen Technologies reported a decline in total reported revenue by 11.5% to $3.221 billion this quarter.
Adjusted EBITDA was $899 million, with a 27.9% margin.
Free cash flow was positive $1.2 billion, contributed mainly by recent TCF (Trusted Connectivity Framework) sales.
lumen technologies報告，本季度總報告營業收入下降11.5％，達到32.21億美元。
調整後的EBITDA爲89900萬美元，邊際率爲27.9％。
自由現金流爲正12億美元，主要由最近的tcf（Trusted Connectivity Framework）銷售貢獻。
Business Progress:
業務進展:
Lumen continues its transformation into a digital network services provider, heavily investing in AI infrastructure and cloud services.
Strong performance in North American enterprise and mid-market segments with sales up 14% year-over-year.
Significant improvements were noted in customer satisfaction scores across all enterprise customer channels.
Further progress in Network-as-a-Service (NaaS) adoption with over 400 customers onboarded.
lumen technologies繼續向數字網絡服務提供商轉型，大力投資於人工智能基礎設施和雲服務。
北美企業和中端市場部門表現強勁，銷售額同比增長14％。
所有企業客戶渠道的客戶滿意度得到了顯著提高。
在採用作爲服務(NaaS)方面取得進一步進展，已有超過400位客戶加入。
Opportunities:
機會：
Lumen is investing in building the network backbone for the AI economy citing major deals with prominent tech companies like Microsoft, Meta, AWS, and Google.
Expansion of 400-gig waves across 70 markets and high-speed IP services is targeted to meet growing data needs tied to AI and cloud applications.
lumen technologies正在投資建設人工智能經濟的網絡骨幹，援引與微軟、Meta、AWS和Google等知名科技公司達成的重要交易。
在70個市場推出400G波與高速IP服務的擴張計劃，旨在滿足與人工智能和雲應用相關的不斷增長的數據需求。
Risks:
風險：
Continued decline in legacy revenue streams, reflective of the industry-wide trend of shrinking demand for traditional telecom services.
Current financials are heavily impacted by ongoing investments in transformation initiatives, potentially affecting short-term profitability.
傳統營業收入持續下降，反映出傳統電信服務需求不斷萎縮的行業趨勢。
目前的財務狀況受持續投資於轉型計劃的影響較大，可能會影響短期盈利能力。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
