-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：Lumen Technologies公布了2026财年第一季度业绩，总收入下降至28.99亿美元（同比下降9%），稀释后每股亏损0.20美元，与上年同期持平；但若不计特殊项目，亏损则从0.13美元扩大至0.47美元。本季度业绩创历史新高，战略业务收入达到12.46亿美元（同比增长9%），占业务收入的51%，首次正式超过传统业务收入11.98亿美元（同比下降14%）。这验证了公司转型战略的有效性，强劲的网络即服务（NaaS）业务环比增长25%，服务销售额环比增长32%。管理层完成了大众市场业务的剥离，获利49.77亿美元，并宣布收购Alkira以加速数字化转型。该公司将2026年自由现金流预期从12亿至14亿美元上调至19亿至21亿美元，主要得益于资产剥离所得收益。我们预计，随着战略收入占据主导地位，业务收入将在2028年转为增长，我们将关注网络即服务（NaaS）的采用指标，以此作为数字化转型进展的领先指标。
Related Articles
Asia
ASX Preview: Australian Shares Set to Rise as Iran-US Ceasefire Holds; DPM Metals Posts Higher Q1 Adjusted Earnings, Revenue
Australian shares are poised to rise on Wednesday as easing fears over Middle East supply disruptions and signs of a still-contained Iran-US ceasefire helped steady global risk sentiment, even as tensions around the Strait of Hormuz and intermittent strikes continued to keep energy markets on edge.Overnight, the S&P 500, the Nasdaq Composite, and the Dow Jones Industrial Average rose 0.8%, 1%, and 0.7%, respectively.In the macroeconomy, Australia's industry activity remained in contraction in April despite a 9.8 point rebound, as persistent weakness in manufacturing and construction and rising fuel-driven cost pressures outweighed early signs of stabilization in orders and employment, Australian Industry Group said on Wednesday.In corporate news, DPM Metals (ASX:DPM) reported Wednesday first quarter adjusted earnings of $0.76 per basic share on revenue of $310.4 million, compared with adjusted earnings of $0.32 on revenue of $144.1 million a year earlier.Atlas Arteria's (ASX:ALX) independent directors have unanimously urged shareholders to reject IFM's takeover offer, calling it opportunistic, highly conditional, and a material undervaluation of the company's assets and long-term value.Australia's benchmark index fell 0.2% or 16.6 points to close at 8,680.50 on Tuesday.
$^AXJO$ASX:ALX$ASX:DPM
Asia
St George Mining Appoints Worley For Brazil Niobium-Rare Earths Project Technical Advisory Services
St George Mining (ASX:SGQ) appointed Worley (ASX:WOR) subsidiary Worley Engenharia to provide technical advisory services for the potential development of a niobium and rare earths mine at its Araxá project in Brazil, according to a Wednesday Australian bourse filing.St George Mining Brasil, a wholly-owned unit of St George, entered into a technical services agreement with Worley Engenharia, under which Worley will provide engineering and project management advice to support development studies.St George also engaged metallurgical experts in Australia to provide advice on metallurgical matters and serve as the competent persons for metallurgy disclosures.
$ASX:SGQ$ASX:WOR
International
South Korea's Inflation Accelerates to 2.6% in April
South Korea's inflation climbed 2.6% year on year in April, accelerating from a 2.2% rise in March amid the ongoing conflict in the Middle East, data from the country's Ministry of Data and Statistics showed on Wednesday.The headline print was in accordance with the median estimate of 2.6% in a Bloomberg survey.The increase was driven by higher costs across all categories, with transport gaining the highest at 9.7%, according to the data.Meanwhile, core inflation, which measures prices of goods excluding food and energy, remained steady at 2.2% in April.On a monthly basis, core inflation rose to 0.3% from 0.1% in the preceding month, while headline inflation rose to 0.5% from 0.3%.
$^KOSDAQ$^KS11