Lumen Technologies, Inc. (NYSE:LUMN) Goldman Sachs Communacopia + Technology Conference 2025 September 10, 2025 6:45 PM EDT
Company Participants
Kathleen Johnson – President & CEO
Conference Call Participants
Michael Ng – Goldman Sachs Group, Inc., Research Division
Presentation
Michael Ng
Research Analyst
Good afternoon, everybody. Welcome to the Lumen Technologies fireside chat at the Goldman Sachs Communacopia and Technology Conference. It’s my privilege to introduce the CEO, Kate Johnson, who is the CEO of Lumen Technologies. My name is Mike Ng. I cover U.S. telecom, cable and media here at Goldman Sachs.
We have about 35 minutes for today’s presentation. And I really wanted to start off by saying thank you so much, Kate. It’s a real pleasure to have you here today.
Kathleen Johnson
President & CEO
It’s great to be here. Thanks for having us.
Question-and-Answer Session
Michael Ng
Goldman Sachs Group, Inc., Research Division
Great. To start things off, let’s just talk big picture strategy. I think there’s a lot of natural investor market doubt about whether or not anybody can truly transform enterprise telecom and you say Lumen can. So why you? Why now? What’s changed?
Kathleen Johnson
President & CEO
Really easy thing to think about is just assets and timing. And we’ve got this really compelling set of assets, which I can talk about, but the time is probably the most significant part of our story. And there’s this war on complexity and CIOs every day are having to fight this growing data proliferation from AI. They’ve got hybrid architecture. So they have people, applications and data dispersed throughout this hybrid architecture. We have data centers. We’ve got cloud. We’ve got multi-cloud. We got on-prem. We got at the edge. And their whole job is to drive insight at the speed of thought at the right cost in that sea of complexity.
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