{ "docId": "019de517-62e1-779d-81fa-920c48a49ae2", "docSlug": "d0b1079eebf95f3b3d0f1364f21ef842", "documentTitle": "Lumen | Investor Presentation Deck | 26 slides", "authorId": "lumen", "authorName": "Lumen", "documentKindSlug": "pitchdeck", "documentKindLabel": "Pitch deck", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2023-11-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 19, "pageCount": 26, "prevPage": 18, "nextPage": 20, "slideType": "other", "function": "show_traction", "density": "overcrowded", "nDataPoints": 13, "notes": null, "elementsJson": null, "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019de517-62e1-779d-81fa-920c48a49ae2/19", "deckHref": "/decks/019de517-62e1-779d-81fa-920c48a49ae2", "deckJsonHref": "/decks/019de517-62e1-779d-81fa-920c48a49ae2.json", "deckAnchorHref": "/decks/019de517-62e1-779d-81fa-920c48a49ae2#slide-19", "components": [ { "bbox": { "h": 0.043, "w": 0.094, "x": 0.854, "y": 0.916 }, "kind": "image", "text": "Quantum FIBER", "attrs": null, "subkind": "logo", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "988f2a0a-0276-434d-8963-7c0e0f16f7b0", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.094, "x": 0.854, "y": 0.25 }, "kind": "metric", "text": "141K", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2022d19a-c6e9-4490-815c-f366915e9818", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.039, "w": 0.069, "x": 0.879, "y": 0.756 }, "kind": "metric", "text": "~$61", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "3c383acb-03fd-4eeb-ac32-930f7eadc1a4", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.039, "w": 0.069, "x": 0.879, "y": 0.503 }, "kind": "metric", "text": ">+60", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "3ea6afec-078d-45ad-9f3c-987ec0f1af0a", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.013, "w": 0.602, "x": 0.06, "y": 0.79 }, "kind": "source-note", "text": "(1) For more information on how we calculate enabled locations and subscribers, see our accompanying earnings release.", "attrs": { "numbered": true }, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "00fe4c49-7f58-4863-b19a-8eae781a599a", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.013, "w": 0.149, "x": 0.033, "y": 0.946 }, "kind": "source-note", "text": "18 Issued: October 31, 2023", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ae200396-2c87-4914-b050-f35c7a8b7f5e", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.079, "w": 0.602, "x": 0.06, "y": 0.807 }, "kind": "source-note", "text": "(2) Prior year amounts have been adjusted to remove the impacts of the 20-state ILEC business divestiture completed October 3, 2022, which included (i) fiber broadband subscribers of 76 thousand, (ii) other broadband subscribers of 1,073 thousand, (iii) fiber broadband enabled units of 0.3 million and (iv) other broadband enabled units of 7.2 million. The Company believes that this information will allow analysts and investors to understand the operating metrics associated with the divestiture of the 20-state ILEC business to understand the impact they had in relation to historical performance which will not recur.", "attrs": { "numbered": true }, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "fc740f74-d1be-49c8-a618-a82512373c65", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.015, "w": 0.218, "x": 0.73, "y": 0.807 }, "kind": "subtitle", "text": "Fiber Broadband ARPU", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "667fbc78-24fd-4b26-9c9b-81330facafe5", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.015, "w": 0.218, "x": 0.73, "y": 0.301 }, "kind": "subtitle", "text": "Fiber Enabled Locations Adds Q/Q", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "7e37ed33-782b-4061-86ee-82c94fe56f42", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.218, "x": 0.73, "y": 0.554 }, "kind": "subtitle", "text": "average NPS score on Quantum Fiber", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e644959b-0493-4181-9e3b-c82d0b4e9cd7", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.502, "w": 0.54, "x": 0.06, "y": 0.256 }, "kind": "table", "text": "Fiber(1) 3Q23 Y/Y Change(2) Q/Q Change Enabled Locations 3.5M 487K 141K Subscribers 896K 83K 19K Other(1) 3Q23 Y/Y Change(2) Q/Q Change Enabled Locations 18.2M (586K) (172K) Subscribers 1.9M (354K) (92K)", "attrs": null, "subkind": "data", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "9cb3786b-7b35-4aca-82a8-3a6ac77a5568", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.49, "x": 0.033, "y": 0.196 }, "kind": "title", "text": "Fiber Enabled Locations Continue to Accelerate Q/Q", "attrs": null, "subkind": "action-title", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "cb620341-40b3-4175-bbdf-fc97f1081dda", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.627, "x": 0.033, "y": 0.127 }, "kind": "title", "text": "3Q23 Mass Markets Broadband Metrics", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "94079dea-dca5-4d35-9c4c-3abb888ad82e", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [ { "name": "Table data", "slug": "table-data", "agent": null, "layer": "slide", "matchId": "0689c972-a641-4f5d-8246-996962438c65", "evidence": "The slide contains a table with data on fiber enabled locations and subscribers.", "confidence": 0.8 } ], "frameworks": [], "arcBeats": [ { "to": 19, "from": 15, "beatId": "ec20df38-63b5-469f-8f13-5d8717848c57", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The deck provides evidence of Lumen's strengths, including its next-gen fiber network", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "loops": [ { "to": 19, "from": 15, "name": "Quick Win Big Bet", "slug": "47-quick-win-big-bet", "bestFor": "Transformation planning, 100-day plans, resource allocation", "matchId": "901e3039-62d8-4185-bdbb-cd8e1d2101fb", "evidence": "The deck presents Lumen's capabilities and next-gen fiber network", "position": 1, "objective": "What are the opportunities for growth?", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "confidence": 0.6, "description": "Separate initiatives into immediate wins and longer-term strategic bets" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }