It is long, but provides more color on Lumen's strategy than there is time to present at a quarterly earnings call. Useful is what one can glean from the mix of lines of business that are being harvested, versus the lines that are getting investment.
Thursday, April 8, 2021
Lumen Analyst Day 2021

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AI Stack Will be Based on Layers, Just Like All Other App Ecosystems
“Digital infrastructure” tends to refer to physical assets like data centers, fiber optic networks, cell tower networks and cloud computing ...
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We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
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It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
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One recurring issue with forecasts of multi-access edge computing is that it is easier to make predictions about cost than revenue and infra...
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