2024-05-21 13:49:05 ET
Lumen Technologies, Inc. (LUMN)
JPMorgan Global Technology, Media and Communications Conference Call
May 21, 2024 10:00 AM ET
Company Participants
Kate Johnson - President & CEO
Conference Call Participants
Sebastiano Petti - J.P. Morgan
Presentation
Sebastiano Petti
Hi, good morning, everyone. I'm Sebastiano Petti. I cover the Communications Space here at JPMorgan. I would like to welcome Kate Johnson from Lumen Communications. Thank you, Kate, for joining us today.
Kate Johnson
Thanks. Good to be here.
Question-and-Answer Session
Q - Sebastiano Petti
So you joined Lumen in November 2022, and over that time, you have invested for growth added several new members to the leadership team and rolled out new enterprise products like NaaS, Internet On Demand and most recently, Black Lotus Labs. So what are your key priorities from here? And what are your next major milestones ahead?
Kate Johnson
So if you think about our priorities, it's really all about capturing this sort of once-in-a-lifetime opportunity that we see in spike in demand for fiber and the associated network services that you can run on fiber. And for us that's really two innovation pursuits, innovating the top-line, so continue to evolve our network-as-a-service capabilities, continuing to put game-changing innovation in market like ExaSwitch, which sort of redefines connectivity from enterprise-to-cloud, enterprise-to-enterprise and cloud-to-cloud. And then -- and continuing to evolve our security road map. I think also innovation on the cost side, Sebastiano is really, really important. And it doesn't sound nearly strategic....
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Lumen Technologies, Inc. (LUMN) JPMorgan Global Technology, Media and Communications Conference - (Transcript)