David KleinJan 7, 20223 minLUMN CEO Jeff Storey Dividend CommentsWhen LUMN talked about the two asset sales (that close in the first and second half of this year) the CEO Jeff Storey said it could...
David KleinAug 19, 20212 minWhat Might Leverage Neutral For LUMN Look LikeIt's anyone's guesstimate how management will allocate the capital from the transactions (see links below). Why? Because they are not...
David KleinMar 25, 20211 minLumen Technologies Gross Margin - What's Wrong With This Picture.During the integration phase of CenturyLink and Level 3 Communications (now Lumen) part of the focus was cutting unprofitable revenue....
David KleinMar 16, 20212 minIs Lumen Technologies Creating Or Destroying Value?Are the investments Lumen (LUMN) is making creating value or destroying value? One way to get a feel for this is to compare ROIC (Return...