8/27/2023 0 Comments Lumens fiberWhy would people need this faster network?" Well, that definitely makes sense if you don't have very high Internet requirements. You might be thinking: "The Internet I have is already fast enough. Fiber has equivalent upload/download times, which means you could also upload a movie in 6 seconds. If you've ever tried to upload a YouTube video, or backup your phone to your computer - you know that uploading data with Wireless Internet takes much longer than downloading the same kind of content. With Fiber Internet - you could download (or upload) a movie in 6 seconds. If you're like me and you're not a tech guy, you can still see how good fiber-Internet is based on the download speeds. Wireless internet users average about 25 Mbps (Megabits per second), while Fiber can see speeds up to 940 Mbps. Fiber Internet has symmetrical upload/download times - which means you can upload just as fast as you can download content, and you can download content with Fiber Internet over 20x faster than you could with Wireless Internet. Currently, fiber-based internet is the only service available.īasically, Fiber is a fast internet service (faster than Wireless Internet). Quantum Fiber is a subscription-based, prepaid, online platform for delivering premier fiber-based connectivity to residents and small businesses. What is Quantum Fiber? Here's what Lumen has to say: "Quantum Fiber" and "Edge Computing" can come across as buzzwords, but it's important to figure out what they mean for the future of the company.Īnd this helps us to get a better sense of the value of Lumen's fiber network as a whole. The main point behind this article is to help us all to further research what Lumen is doing. It can be difficult to understand exactly what Lumen's looking to build because the company doesn't disclose much about where they're looking to invest.īut they've mentioned many times that they're looking to invest in their fiber network, and they're looking to expand towards Edge capabilities. But in the meantime, what has Lumen been up to? With Lumen stock trading around $12/share, patient investors will have to wait for the fair value to be realized. In the image above - management themselves have shown that they value their shares at $24-$35/share - which doesn't seem too unreasonable if you follow their math. Lumen's definitely been testing investors' patience, but I'm continuing to hold because I see a fair value upwards of $22/share based on asset valuations coupled with valuations based on conservative future FCF projections. It really hasn't been much of a "journey" - shares have fallen over the past 5 years and have only rebounded slightly since past lows.ĭespite a long history of underperformance, some value investors, like myself, are holding out hope on Lumen based on sum-of-the-parts valuations and incredible FCF generation. Lumen Technologies ( NYSE: LUMN) has taken investors for quite a journey over the last few years.
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