Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prev close 6.85 · gapped above the open, then crossed back over prior close. High/low 7.16 at 1:30 pm ET, 6.83 at 6:30 pm ET.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of LUMN revenue | Skew |
|---|---|---|---|
| DYDycom Industries Inc | 10.80% | 4.83% | 2.2× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“Lumen Technologies (1) 598.6 10.8 %”
$599M relationship2.2× more of DY’s book than LUMN’s
basisDY fy2026 · closed 2026-01 $5.5BLUMN fy2025 · closed 2025-12 $12.4B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0000067215-26-000008cik 0000067215disclosed by DY
“We currently use the infrastructure of third-party network service providers, including Sinch AB, Lumen Technologies, Inc. and Bandwidth.com, Inc. in North America and several others internationally, to deliver our subscriptions over their networks.”
FILING10-K0001384905-26-000021cik 0001384905disclosed by RNG
“We acquired certain customer contracts from Lumen Technologies, Inc. ("Lumen") in October 2023 and from StackPath, LLC ("StackPath") in August 2023.”
FILING10-K0001086222-26-000022cik 0001086222disclosed by AKAM
Watchlist prices, news filtered to it, and its next report on your desk.
Lumen Technologies, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Telephone Communications (No Radiotelephone)
Lumen Technologies, Inc. has 2 disclosed suppliers and 1 disclosed customer. Each one is named in an SEC filing, either Lumen Technologies, Inc.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
LUMN (Lumen Technologies, Inc.) has 2 disclosed suppliers and 1 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: DY +0.73%, in industrials & materials.