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Rankings/LUMN/Q4 2023 Analysis

Lumen Technologies, Inc.

LUMN
Q4 2023(LUMN Q3 FY2023)Estimated0% AI
AI Revenue %
0%
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.gov

Analysis

Lumen's Q3 2023 10-Q is the first filing to reference AI in its risk factors, mentioning 'changes in customer demand...including increased demand for high-speed data transmission services.' However, the actual language still does not explicitly mention AI as a driver of revenue. Total quarterly revenue was $3,641M. No PCF or AI-specific deals appear in the filing. Zero Ring 1 Core AI Revenue.
Analyzed by claude-opus-4-6

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix