$5B in revenue .. but the fine print is important

if you look at the IR page on lumen there's a video by stansbury talking about this.

what's interesting is he describes the revenue as "lumpy" (his word), and also talks about these deals typically being over 20 years.

so $5b over 20 years is $250m/yr or... $62.5M per quarter.

that isn't as impressive.

and he didn't talk about how much the capex will be - but it's going to be significant. and he says o&m is only 10%.

a lot of lipstick, but still a pig. I suspect this is a way to take focus off the fact the rest of the business is dying or failed. remember the whole edge thing? where'd that go?

basically still going to be hack and slash on headcount just a matter of when.

Comment! It's anonymous!

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"The majority of cash from these sales is expected to be received over the next 3 to 4 years.
"Again, these upfront OPEX and CAPEX investments are expected to be funded by the upfront cash inflows mentioned earlier."
Does seem like smoke and mirrors? "I'd gladly pay you Tuesday for a hamburger today"
1 day ago by Anonymous | 4 reactions (+4/-0)
Post ID: @ziz+1tSvjjXl

Go read the report about Lumen on Zacks. It will take about $3.3B in capex to service that $5B in deals. Spread that out over a few years, you can run the math, does not bode well. The stock was a pump and dump. Some made lots of money on way up, and there was a whole bunch of foolish buying up high. I mean look at it taking a dive while rest of markets are up in rally. Stock will settle down near $2.

from the 8k:

"The majority of cash from these sales is expected to be received over the next 3 to 4 years. We will incur certain material expenditures in
connection with these partnerships, and the majority of such expenditures are also expected to be made over the next 3 to 4 years. The payments we
actually make and receive may vary materially from what we expect and will depend, among other things, on the timing of our delivery and installation
of the services."

"First, the fiber infrastructure, where we receive meaningful upfront cash collections to fund the specific project investment with the remaining cash tied
to contract milestones. "

"Cash contribution margin should approximate our current adjusted EBITDA margin
percentage."

"Again, these upfront OPEX and CAPEX investments are expected to be funded by the upfront cash inflows mentioned earlier."

does seem like smoke and mirrors? "I'd gladly pay you Tuesday for a hamburger today"

Puff,puff, pass, Lets get the smoke and mirror show ready

today's earnings announcement should be interesting

Does anyone even know how much wo-man work and materials it takes to lay down fiber, enough to carry another $5B ? Pipe dream folks, nothing but more pipe dreams.

how much fiber does Brene Brown consume, anyone know?

Thread regarding Lumen Technologies layoffs

$5B in revenue .. but the fine print is important

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