$Lumen Technologies (LUMN.US)$ Lumen Technologies derives ab...
Lumen Technologies derives about 80% of its revenue from recurring services like network and cloud solutions. As Lumen expands its focus on AI, cloud, and data center services, this portion is expected to grow, enhancing their already strong recurring revenue base.
In comparison:
• Crown Castle also has a high percentage of recurring revenue, with over 90% coming from site rental services through long-term leases with telecom providers. Their business model is heavily reliant on consistent, multi-year contracts for tower and small cell leasing .
• AT&T and Verizon generate 70-75% and 75-80%, respectively, from recurring revenues, mainly through wireless and broadband services, driven by postpaid customer contracts.
• T-Mobile has about 80% recurring revenue, largely from postpaid wireless services, fueled by industry-leading customer growth .
As Lumen grows its AI, cloud, and data center businesses, it is well-positioned to increase its share of recurring revenue, similar to these competitors who rely on long-term customer contracts and infrastructure services.
In comparison:
• Crown Castle also has a high percentage of recurring revenue, with over 90% coming from site rental services through long-term leases with telecom providers. Their business model is heavily reliant on consistent, multi-year contracts for tower and small cell leasing .
• AT&T and Verizon generate 70-75% and 75-80%, respectively, from recurring revenues, mainly through wireless and broadband services, driven by postpaid customer contracts.
• T-Mobile has about 80% recurring revenue, largely from postpaid wireless services, fueled by industry-leading customer growth .
As Lumen grows its AI, cloud, and data center businesses, it is well-positioned to increase its share of recurring revenue, similar to these competitors who rely on long-term customer contracts and infrastructure services.
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