Financial PerformanceLumen sees 2026 EBITDA of over $3.5 billion, driven by an improved revenue mix and continued cost takeout, indicating a potential turning point for the company.
Liquidity And Debt ManagementSelling fiber IRUs to hyper-scale customers should enhance Lumen's liquidity, providing financial flexibility to invest in efficiency initiatives.
Strategic OpportunitiesLumen's footprint could hold greater strategic value, offering a multi-year opportunity to improve its revenue share within the industry.