Lumen Technologies, Inc. · NYSE:LUMN
Lumen Technologies — Investor Day (April 2021)
66 slides from Lumen Technologies's investor day presentation, Apr 13, 2021
Slide 1: Lumen Analyst Day
WLUMEN ANALYST DAY
Slide 2: Forward-Looking Statements
Forward-Looking Statements Except for historical and factual information, the matters set forth in this presentation and other of our oral or written statements identified by words such as “estimates,” “expects,” “antic- ipates,” “believes,” “plans,” “intends,” “will,” and similar expressions are fo
Slide 3: Presenting executives
Andrew Dugan Chief Technology Officer Shaun Andrews Chief Marketing Officer Jeff Storey Chief Executive Officer Edward Morche President, Strategic Enterprise and Government Laurinda Pang President, Customer Success Maxine Moreau President, Mass Markets Neel Dev Chief Financial Officer MLUMEN ANALYST
Slide 4: Looking toward the future
Looking 2, toward the a a Oy oa = uture ¢ Ke i; cn a id % b ne 3 ee ° di, ‘a ki € - ase we? x tos Se #48, “ “ _ - MLUMEN ANALYST DAY
Slide 5: Growth, Operationalize, Transform
e— Growth e— Operationalize : » e— Transform 5 ae yee x x gs ¥ rad lp ¥ y : ee P bor Roo S * £ MLUMEN ANALYST DAY
Slide 6: The Platform for Amazing Things
The Platform (UTs#He6NIID for Amazing Things PLATFORM INFRASTRUCTURE all LUMEN
Slide 7: On-net fiber buildings and data centers globally
180,000 2,200+ on net fiber buildings data centers globally ILUMEN ANALYST DAY
Slide 8: Black Lotus Labs
BLACK wie, LOTUS LABS
Slide 9: Security services: DDoS, WAF, botnet protection
Pe —_ _ men Pee Pa ot | im Pm ee pay a -winning ~~ ae. ue r= an , “al ae - DDoS mitigation Web Application Firewalls Botnet protection
Slide 10: Growth at the Edge
iV “growth at \\the Edge
Slide 11: Ecosystem partners
LUMEN LUMEN LUMEN LUMEN’ + + + + ()IBMCloud = ware’ SAP ‘one = E-Mobile MLUMEN ANALYST DAY
Slide 12: Lumen named a Leader in Gartner Magic Quadrant
Lumen named a Leader 2021 Gartner Magic Quadrant for Network Services, Global Gartner does not endorse any vendor, product or service depicted in its research publications and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner researc
Slide 13: Frost & Sullivan Innovation Award
Best Practices Innovation Award 2021 Frost & Sullivan, Global Holistic Web Protection ~y
Slide 14: Quantum Fiber
Quantum FIBER all LUMEN
Slide 15: +76 NPS Score YTD
+76 NPS Score YTD
Slide 16: aaa
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Slide 17: Drive growth over the Lumen Platform
Drive growth over the Lumen Platform P "= rE. ; 4 all LUMEN
Slide 18: Improve penetration
improve penetration of
Slide 19: The business
the business
Slide 20: Continue balanced approach
Continue balanced
Slide 21: CTO: Our network advantage
cToO Our network advantage
Slide 22: Multi Cloud
Multi Cloud MLUMEN ANALYST DAY
Slide 23: EVP Product and CMO: Growth on our platform
EVP Product and CMO Growth on our platform
Slide 24: Trust technology partners with expansive global networks
91% Trust technology partners with expansive global networks to help with data needs ILUMEN ANALYST DAY
Slide 25: een -
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Slide 26: 1.2 Tbps streaming
1.2 Tbps Streaming
Slide 27: Designed to deliver 5ms of latency or better
Designed to deliver 5ms of latency or better PLATFORM INFRASTRUCTURE
Slide 28: New Solutions Driving Growth on the Platform
New Solutions Driving Growth on the Platform Platform /— Solutions Digital Experiences Edge Computing Adaptive Networking Connected Security UC&C MLUMEN ANALYST DAY
Slide 29: Lumen Edge Computing Solutions
Near-zero latency for with Lumen® Edge Computing Solutions Accelerate data with Lumen® Edge Computing Solutions at 60+ planned locations designed for <5ms latency. LUMcN
Slide 30: Lumen Hyper WAN
One-of-a-kind hybrid WAN 4 speeds. On-demand purchasing. Public and private connectivity. See if Lumen® Hyper WANS" is right for you. LUMcN
Slide 31: Lumen DDoS Hyper
Stop attacks fas with Lumen DDoS Hype Turn up DDoS protection in minutes, not days, with our on-demand DDoS Mitigation Service. LUMEN TTT
Slide 32: Unified communications and collaboration
High-performance VoIP, video and chat means you get high-quality connections—no matter the scale or speed. LUMcN
Slide 33: Digital Experience on the Platform
Digital Experience on the Platfor Diaital F ‘aital buy 'e . digital buy rien 5 25 ee \G 5 : 2 D Lo 1 iS 6 is 5 is C po ye vy: y. y ny Ace = °-. ie nologies, LLC. All i—_ ANALYST. DAY
Slide 34: Platform + Ecosystem Partners
=a Blatform + Yr, Ecosystem Partneré
Slide 35: Lumen and VMware
LUMcN | vnweale
Slide 36: 82% of US IT leaders say distributed compute is critical
82% of US IT leaders say Distributed Compute is critical to the performance of their applications
Slide 37: Joint Innovation Lab
JOINT INNOVATION LAB Fast-track design and delivery of VMware products running on the Lumen platform LUMEN | vmware
Slide 38: Platform Sets up Lumen for Growth
Platform Sets up Lumen for Growth Includes Edge Cloud Services, Datacenter, CDN & Security Services q (5-year CAGR 2019-2024) , ‘Tho figures prosontod aro @stimates and basod on various analyst market size avoragos for the products and sorvic © 2021 Lumen Technologies, LUC. All Rights Reserved. In t
Slide 39: President, Enterprise & Public Sector: Leading customers to our platform
President, Enterprise & Public Sector Leading customers to our platform
Slide 40: Enterprise Customer Needs
Enterprise Customer Needs Application performance Focused support In-market advisors a | is iN Ws NN ANALYST DAY
Slide 41: Designed to deliver 5ms of latency or better
Designed to deliver 5ms of latency or better PLATFORM INFRASTRUCTURE
Slide 42: Lumen's differentiation
Lumen’s differentiation Superior app =~ >
Slide 43: LUMEN
LUMEN
Slide 44: ~ @LUMEN
‘ay ~ @LUMEN
Slide 45: Drivers of Technology Growth
Drivers of Technology Growth Technology consulting and managed services =] Compute & Application Services AES . a58 | IP & Data Services Solution architects Sales engineering MLUMEN ANALYST DAY
Slide 46: Aligning to today's buyer and needs
Aligning to today’s buyer and needs How we go to market Sales Assisted Digital B2B MLUMEN ANALYST DAY
Slide 47: MlLUMEN
MlLUMEN
Slide 48: MlLUMEN
MlLUMEN
Slide 49: ILUMeEN
ILUMeEN ANALYST DAY
Slide 50: In-market advisors
In-market advis a MlLUMEN
Slide 51: President, Global Customer Success: Helping our customers win
President, Global Customer Success Helping our customers win
Slide 52: Anchor Customer Journeys
Anchor Customer Journeys Leveraging technology We do it for you | Do it together DIGITAL Do it yourself | Omni Channel Communications —§ ————~ MlLUMEN ANALYST DAY
Slide 53: Do it yourself
Do it yourself
Slide 54: Lumen DDoS Hyper online purchase
LUMEN Q Signin SOLUTIONS PRODUCTS SHOP RESOURCES SUPPORT CONTACT US LUMEN® DDOS HYPER .. DDoS protection for critical web assets activated in minutes. fe fo fe diy te fa fe bo Under attack now? SHOP NOW Turn up Defense in depth on your terms - e
Slide 55: Do it together
Do it together LUMEN
Slide 56: We do it for you
We do it for you MLUMEN ANALYST DAY
Slide 57: Customer Success: A Bold Go-To-Market Shift
Customer Success: A Bold Go-To-Market Shift Proven methodology to optimize and gain continuous business value that leads to mutual success Customer Health New Product Logo Sales Adoption Cross Selling MLUMEN ANALYST DAY
Slide 58: Smarter and Faster with our Customers
Smarter and Faster with our Customers Digital platform enables action Customer Data . Customer 360 Next Best Actions Firmo- Relationship Support graphics with Lumen cSAT Customer Health Score Operational Data Number of tickets by Average ime to Resolution issue type Financial Data MlLUMEN ANALYST DA
Slide 59: President of Mass Markets: Growing fiber customers
President of Mass Markets Growing fiber customers
Slide 60: Grow customers, increase ARPU, improve experience, reduce churn
Slide 61: Delivering Results
Online Ordering Footprint Expansion Delivering Results % Churn Reduction Penetration growth in the first 12 months
Slide 62: +76 Customer NPS Satisfaction
Qeom +76 Customer NPS Satisfaction “Simply the best internet service I’ve ever had.” Ww LUMEN
Slide 63: Significant opportunity to expand footprint
Significant opportunity Laser focused on to expand footprint winning small business Future Growth Sustained growth through disciplined approach Accelerated penetration » LUMEN ANALYST DAY.
Slide 64: Drive growth
e Drive growth ¢ Micro-targeted sales ¢ World-class CX “i —,-
Slide 65: CFO: Investing in growth
CFO Investing in growth
Slide 66: 2021 Financial Reporting
2021 Financial Reporting 2021 financial reporting designed to provide enhanced visibility into investment areas 74 < | a Business Mass Markets 4 J 177 Product categories: | oy Consumer om © Investing SBG for Growth Broadband Gz. G0 /4z Managing for Cash wholesale We based on 4Q20 Proforma Revenue fo