Lumen Technologies, Inc.
LUMNQ1 2024(LUMN Q4 FY2023)Estimated0% AI
AI Revenue %
0%
AI Fair Value
$28.2M
AI Revenue (Q)
$0
Total Revenue (Q)
$4.0B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Lumen's FY2023 10-K references AI only in passing within its risk factors ('our ability to successfully adjust to changes in customer demand for our products and services, including increased demand for high-speed data transmission services and artificial intelligence services'). This is the first explicit AI mention in a Lumen filing but it is purely a risk factor disclosure, not a revenue disclosure. No PCF product or AI-specific revenue is reported. Dark Fiber is categorized under 'Grow' products but with no AI attribution. Zero Ring 1 Core AI Revenue.
Analyzed by claude-opus-4-6
Quoted Figures
our ability to successfully adjust to changes in customer demand for our products and services, including increased demand for high-speed data transmission services and artificial intelligence services
10-K FY2023, Forward-Looking Statements (risk factors)
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Dark Fiber (some portion may serve AI workloads but not disclosed)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix