AT&T is outperforming many of its telecom rivals, but its stock price doesn't seem to reflect that success.

Cogent Communications' $225M data-center sale boosts liquidity and supports debt reduction, but a 2027 maturity and T-Mobile payment runoff keep execution key.

CCOI trades near a five-year-low sales valuation as margins improve, but leverage, refinancing costs and cash-flow dependence keep risks elevated.

Cogent Communications' 14% weekly rebound follows a narrower Q2 loss and margin gains, but revenue declines, Sprint runoff and debt risks keep the setup mixed.

The CMO-CRO-CTO trio is an important C-suite partnership to manage the current tech and AI landscape, Lumen finance chief says.

The market is offering one of America's largest communications companies at a steep discount, but the price tag comes with a critical question about its path to growth.

A Sunday research note on a single chip ramp sent the entire AI networking layer surging Monday morning, and institutional positioning already hiding in plain sight suggests the move may have had more fuel than most realized.

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how telecommunication services stocks fared in Q2, starting with Lumen (NYSE:LUMN).

AT&T stock's strongest upside lever is not the customers it keeps adding, but the cost of the copper network it is finally switching off.

VZ is tapping its fiber network for AI connectivity, with a $1B+ Google deal and more hyperscaler agreements in the pipeline.

The telecom giant sent a torrent of cash to its owners, yet the stock went nowhere. Here is the accounting of what that trade-off bought, and what it means now.

Business services providers play a critical role for enterprises, assisting them with everything from new hardware integrations to consulting and marketing. These firms have helped their customers unlock huge efficiencies, so it’s no surprise the industry has posted a 20.5% gain over the past six months, beating the S&P 500 by 8.8 percentage points.

Lumen’s second quarter was marked by a sharper-than-expected decline in sales and a negative market reaction, despite delivering revenue and non-GAAP earnings above Wall Street expectations. Management attributed the results to continued progress in shifting the business mix toward strategic and digital services, highlighted by robust growth in Network-as-a-Service (NaaS) adoption and the initial integration of Alkira. CEO Kate Johnson noted, “Our NaaS growth rates exceeded even our own internal

Lumen Technologies (NYSE:LUMN) appointed John M. Hinshaw to its Board of Directors. Hinshaw brings experience leading global operations and transformation initiatives at HSBC. His career includes executive roles at Hewlett-Packard, Hewlett Packard Enterprise, Boeing, and Verizon Wireless. For a broader view on how experienced leadership can shape corporate direction, it is worth exploring companies in the same theme through 19 top founder-led companies. NYSE:LUMN 1-Year Stock Price...

AT&T's fiber expansion, wireless gains and bundled services support growth, but high capex, debt and competition raise key concerns.

Lumen Technologies (LUMN) is back in focus after its latest quarterly report, which showed a smaller net loss alongside lower sales and highlighted a deeper shift toward digital platforms and services. See our latest analysis for Lumen Technologies. Despite the smaller net loss and growing focus on digital platforms, the share price has come under pressure, with the 90 day share price return down 32.13% and the year to date share price return down 17.04%, even as the 1 year total shareholder...

Five years of data say the stock has largely gone its own way, and what that is worth to a portfolio has nothing to do with the past week.

Lumen Technologies has delivered a very large 277.5% return over the past three years, yet its current checks send mixed signals on whether the stock still offers value. The Discounted Cash Flow (DCF) intrinsic value estimate points to a premium to current fundamentals, while market based multiples suggest the shares may be cheap. Lumen Technologies has returned 277.5% over three years, which puts extra focus on whether recent gains already reflect the underlying cash flow outlook. Investor...

Strategic revenue hits 53% of total as company pivots to digital platforms.

Lumen Technologies (NYSE:LUMN) just did two things worth paying attention to at once. On August 5, the company deepened a cloud modernization partnership with Amdocs (NASDAQ:DOX) to bring its enterprise service orchestration platform to Amazon Web Services. A day later, on August 6, CEO Kate Johnson bought 100,000 shares of her own company’s stock. Neither […]

After a fall from its highs, this telecom giant's stock looks like a deep discount, but the market's verdict could be a warning in disguise.

BCE's Q2 earnings and revenue rose as Ziply Fiber, Bell Media and AI services offset weaker product sales and higher investment spending.

The telecommunications company reported a notable insider stock acquisition following a 57% one-year return in its share price.

The telecom giant showered shareholders with cash while the stock itself went nowhere, forcing a hard question about what all that money actually bought.

LUMN's Q2 loss came in narrower than expected as strategic revenues have risen 14.1% and free cash flow has turned positive despite a 9.3% revenue decline.

LUMN beats Q2 estimates as strategic revenues increase 14%, NaaS adoption accelerates and Alkira strengthens its digital networking shift.

Moby summary of Lumen Technologies, Inc.'s Q2 2026 earnings call

Lumen Technologies (NYSE:LUMN) reported second-quarter results that management said were in line with expectations, as the company continued to shift its business toward digital, strategic networking services and away from legacy offerings. Chief Executive Officer Kate Johnson said Lumen is positio

Lumen Technologies reported second-quarter 2026 results with revenue of US$2,805 million and a net loss of US$201 million, both improving on the prior year’s larger loss despite lower sales. Alongside the earnings release, Lumen added veteran technology and operations leader John M. Hinshaw to its board, underlining its push toward digital and AI-enabled networking services. We’ll now examine how Lumen’s better-than-expected Q2 loss and Hinshaw’s board appointment might reshape the company’s...

Lumen's pivot to AI-driven networking accelerates with strategic revenue now 53% of total business, but overall revenue and EBITDA face continued pressure from legacy wind-down.

Lumen Technologies (NYSE:LUMN) has appointed John M. Hinshaw to its Board of Directors. Hinshaw brings executive experience from HSBC, Hewlett-Packard, Boeing, and Verizon Wireless. The appointment introduces additional leadership and operational expertise to Lumen's board. Lumen Technologies operates in the communications and network services space, where companies face ongoing demands around reliability, security, and modernization of infrastructure. Adding a director with experience...

Although the revenue and EPS for Lumen (LUMN) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Lumen (LUMN) delivered earnings and revenue surprises of +53.33% and +2.04%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Telecommunications infrastructure company Lumen Technologies (NYSE:LUMN) reported Q2 CY2026 results topping the market’s revenue expectations, but sales fell by 9.3% year on year to $2.81 billion. Its non-GAAP loss of $0.07 per share was 50.5% above analysts’ consensus estimates.

Lumen Technologies beat Wall Street estimates for second-quarter revenue and reaffirmed its full-year ‌outlook on Tuesday, as the company continued its shift toward higher-margin ‌digital networking services. Lumen's results come as it leans on its Alkira acquisition to expand its ​multi-cloud and AI networking capabilities, betting on rising enterprise demand for cloud-to-cloud connectivity as customers build out AI workloads. • CFO Chris Stansbury told Reuters that the near-term focus is on "quantifying what we believe the ‌Alkira revenue can be" over ⁠the balance of the year, adding that Lumen's goal is to include revenue guidance alongside with its 2027 outlook.

Telecommunications infrastructure company Lumen Technologies (NYSE:LUMN) will be announcing earnings results this Tuesday afternoon. Here’s what investors should know.

Telus (TU) delivered earnings and revenue surprises of -25.00% and -2.29%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

The company still reports the numbers it used to lead with, but the case out front now rests on a payoff much further away.

A falling churn rate is quietly doing more for Verizon than any headline contract, and it is why management keeps raising its own guidance.

Its five-year correlation to the index is low enough that most of its return has been its own story, and over the past year it has tended to move opposite the market.

The revenue shortfall and the record margin came out of the same decision, and management raised its full-year outlook on the strength of it.

LUMN heads into Q2 earnings with AI-driven PCF and NaaS momentum, while legacy declines and heavy debt remain key concerns.

Shenandoah Telecom (SHEN) delivered earnings and revenue surprises of +39.29% and +0.15%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Lumen Technologies (LUMN) has drawn fresh attention after the New York Yankees selected the company to run the network across Yankee Stadium and the team’s Tampa facilities, supporting security, game video and fan connectivity. See our latest analysis for Lumen Technologies. Despite this high profile win with the New York Yankees, Lumen Technologies’ recent share price momentum has been weak, with the stock down 23.39% on a 30 day share price return and 28.77% on a 90 day share price return,...

Lumen Technologies has delivered a very strong 3 year share price gain, yet its valuation checks send mixed signals, with the Discounted Cash Flow (DCF) estimate pointing to a premium while market multiples look more supportive. The stock is up about 205% over the past 3 years, which puts recent short term weakness in the context of a major longer term rebound. Recognition in a recent Gartner report for AI focused enterprise connectivity can support optimism about future revenue potential,...

VZ is expanding AI connectivity, fiber and converged services to diversify growth, but can its long-term investments deliver as planned?

The company is winning subscribers with its fiber and wireless bundles, but the strategy may be quietly eroding the profitability of its most important asset.

The company is winning subscribers with its all-in-one strategy, but the real question is whether it's winning them at a sustainable price.

Small-cap stocks in the Russell 2000 (^RUT) can be a goldmine for investors looking beyond the usual large-cap names. But with less stability and fewer resources than their bigger counterparts, these companies face steeper challenges in scaling their businesses.

Moby summary of AT&T Inc.'s Q2 2026 earnings call