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Lumen Technologies, Inc. (LUMN) Shareholder/Analyst Call Transcript

Lumen Technologies, Inc. (NYSE:LUMN) Shareholder/Analyst Call September 23, 2025 11:00 AM EDT

Company Participants

Claudine Ruscetta
Kathleen Johnson – President & CEO
Christopher Stansbury – Executive VP & CFO
Kye Prigg – Executive Vice President of Enterprise Operations
David Ward – Executive VP and Chief Technology & Product Officer
David Shacochis
Ashley Haynes-Gaspar – Executive VP & Chief Revenue Officer
Ana White – Executive VP & Chief People Officer
Ryan Asdourian – Executive VP and Chief Marketing & Strategy Officer

Conference Call Participants

AL
Pranay Ahlawat – Commvault Systems, Inc.
Jeremiah Caron – GlobalData UK Ltd
Camille Mendler – Informa UK Limited
Gary Barton
Craig Robinson – International Data Corporation
Ray Mota – ACG Research
Irma Fabular
Scott Crawford – 451 Research, LLC

Presentation

AL

Good morning, everyone. I’m Al, your AI assistant for the Lumen Analyst Forum. We’re so excited to have you with us today. So let’s dive right in. Please join me in welcoming to the stage Lumen’s Senior Director, Analyst and Consultant Relations, Claudine Ruscetta.

Claudine Ruscetta

Hello, and welcome to the 2025 Lumen Analyst Forum. For those I’ve not met before, I’m Claudine Ruscetta, Senior Director of Analyst Relations here at Lumen. It is so great to see so many of our industry analysts here in person. And I’d also like to extend a warm welcome to those joining us virtually from around the globe, listening into our main stage presentations. I also want to thank you for taking the time out of your busy schedules to be here with us this week. Your insights, your engagements, your partnerships are invaluable to Lumen.

Our theme for this year’s forum is the trusted network for AI. Over the next 2 days, you will hear how Lumen is executing on a bold strategy, building out our physical network, cloudifying telecom, strengthening our financial foundation and charting a clear path to growth. We’ll also provide an early

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