Lumen ($LUMN) podcast mentions
Timestamped Lumen ($LUMN) mentions across our podcast corpus.
Yeah, at $12.5 billion. Even just comparing the Falcons to the Seahawks, Atlanta is about a 30% bigger market than Seattle, the whole metro area. And much more importantly, Atlanta has a much better stadium deal with Mercedes-Benz Stadium than the Seahawks do with Lumen Field. So I think the Falcons are worth a minimum of $10 billion. Arguably more than that, which I think combined with his other assets and his remaining Home Depot stake makes Arthur the wealthiest of all of the co-founders of The Home Depot. Listeners, one update here from the acquired editing bay after recording: the Falcons just agreed to sell a minority stake at a $10.6 billion valuation. So, uh, yes, we were on to something.
David Rosenthal · Acquired · Home Depot · 2026-09-14They bought it because of Lumen Field, didn't it? Because, I mean, Lumen Field, they— I mean, only 4% of the, of the seat capacity is premium seating, Tom. They can blow that out and make a killing and improve their margins. I mean, isn't the real estate one of the primary drivers for all this activity we're seeing in terms of record deal? Look, sports.
Damien Sassar · Bloomberg Surveillance · August Jobs Report · 2026-09-04Data centers makes a lot of sense to be the first thing that you do because you don't need to reenter a product. So with things like asteroid mining or with manufacturing in space or space hotels, they require this very expensive reentry process. Initially, what we actually started doing was space-based solar, so huge solar panels and and you beam that power down. And it's, it's a concept from, I think like the '60s, even Asimov in the '40s was writing about it. The problem with space-based solar is you actually lose 95% of the energy in transmission from space to Earth. And so for the first 2 months of the company, that was literally what we're doing. We were called Lumen Orbit because of that, that reason, luminosity in orbit. We were thinking, okay, once we get that power down, what are we going to be using it for? And even back in '23, most new energy projects were being built for data centers. So we were like, okay, well either directly or indirectly, this power is going to go into data centers. Let's rerun those numbers. So initially we'd run the numbers to know what's the launch cost break-even that makes sense for space-based solar. And we'd come to a number of like $50 a kilo. So then we reran the calculations. We were like, okay, let's spend a month figuring out what would the launch cost break-even need to be to make data centers in space break-even. And we came to a much closer to reality number of $500 a kilo. And that's what we think. Currently the breakeven launch cost is. Um, and so then we rapidly pivoted the company towards that.
Philip Johnston · Y Combinator Startup Podcast · Building the First Data Centers in Space · 2026-08-05So, well, the levels are actually based upon primarily the sanctifying grace that's in your soul. St. Paul refers to St. Paul, in his letters, he refers to the fact that sanctifying grace is basically God indwelling in us, in our souls. It's a qualitative change. So how much we have him indwelling in us determines where we're at in heaven. Now, some of that is broken down into the 9 choirs of angels. So we're kind of in that, but there's also like different parts of heaven. So they call them parts, but it basically just means that there's certain people that will enjoy certain things more than others based upon on the kinds of virtues that they achieved in this life or the good actions that they did in this life. They'll just find certain things more enjoyable in Heaven. All of us will have the beatific vision, that is to see God face to face. And basically what that is, when you actually look at the, how the saints talk about the structure of this beatific vision, St. Paul talks about, I will see, him face to face, and I will know myself as I am known. So you actually see God inside God's mind. You actually see him. And so the way that works is, in order for that to happen, there can't be any medium between us and him. And so what he does is he takes him, he infuses in our minds this, um, for us, because we can't see him right now even though he's here. So what God does is he infuses us another, what they call the light of glory. He infuses in us. He strengthens our mind so that all of a sudden everything can just peel back. We're able to see spiritual realities in what they actually are. And then, but that lumen gloria basically means that He infuses that in our mind and at the same time He presses His very nature on our minds. So we see Him literally face to face. We see Him. That means that once you see Him, you can see everything He causes, everything that He's done, all the glory in His work in the created or all that, you're able to see it. We can't comprehend it all at once, but we can kind of look at it from different features.
Father Ripperger · The Shawn Ryan Show · #324 Father Ripperger - The Signs of Diabolical Influence in America · 2026-07-23Marketplace's Kelly Wells is on that one. The 140-year-old company's had a couple wins at once, says Cameron Chow. He's senior director analyst with Gartner. The first: they've added lots of people. AT&T bought Lumen's fiber internet business last year.
Speaker E · Marketplace · What's driving up the 30-year Treasury yield? · 2026-07-22Well, I think going into the break, Jonathan, you referred to the results as fantastic, and I would agree with you. And I think the team did an excellent job executing, as you said. And it's not just in our wireless business. It was nearly 370,000 fiber net adds. That's a record for us in the this quarter. Look, what went right is what we told people was going to happen this year as we gave guidance for the next 3 years. We said because of the investments we've been making in this business over the last 5 years at a sustained and targeted level and the M&A work that we had done acquiring more spectrum and picking up some additional footprint from Lumen, that you should see a step up in growth as a result of those things. The team had the asset base it needed to execute. And drive growth at a faster level. And you saw the manifestation of that starting to happen here in this quarter. And it's showing up in accelerated service revenue growth. It's showing up in accelerated EBITDA growth. I would even go into our business segment and point out that we had growth in our strategic services for business for the first time in a very, very long time. And as a result of that, we expect that that's going to sustain itself through '28. So We're, we're executing well. We're hitting on all the cylinders in the engine. And when that happens, the business can deliver the kind of results you're seeing. And I'm pretty confident we can keep that moving going forward.
John Stankey · Bloomberg Surveillance · Bloomberg Surveillance TV: July 22nd, 2026 · 2026-07-22It's extremely important. It's actually— that number is 45%. If you were to normalize it for the Lumen footprint that we just recently brought in, that's diluting the number a little bit. And as you know, you see in our report that's been ticking up steadily. And it's important because, one, those customers are more lucrative customers when they buy multiple products and services from us. Two, churn goes down. And that's one reason why you're starting to see our churn numbers improve this quarter because we're starting to get that benefit of that base that is buying both together from us. And 3, brand affinity, the customer's happiness with AT&T and their impression of the brand is much higher as a result of that because the products are better together. So it's really important we continue down that path. And it's frankly one of the most important things as you think about our competitive positioning moving forward. Because we can provide world-class networks in both wireless and fixed that tackle 98% of what a customer needs to do on the internet. Occasionally they walk off one of our networks. And as you look at our partnerships that we're working with the satellite industry, by this time next year we'll be able to solve that problem. And so we're the natural place for people to come and meet their needs on the internet and do it easily on one bill with one set of services and one support infrastructure. And we think we're in a great position as a result of that.
John Stankey · Bloomberg Surveillance · Bloomberg Surveillance TV: July 22nd, 2026 · 2026-07-22What went right is what we told people was going to happen this year, as we gave guidance for the next 3 years. We said, because of the investments we've been making in this business over the last 5 years at a sustained and targeted level, and the M&A work that we had done acquiring more spectrum and picking up some additional footprint from Lumen, that you should see a step up in growth as a result of those things.
John Stankey · Bloomberg News Now · Stocks Fall, US Widens Iran Hits, WSJ: AMD-Anthropic Deal, More · 2026-07-22I am so happy to welcome NOCO as a sponsor to StarTalk. Established in 1914, NOCO provides industry-leading battery power solutions including jump starters, tire inflators, battery chargers, lithium batteries, and a wide range of accessories. Through its innovative design, it provides users with dependable power for home, business, and recreational needs. The GP 40 is a 100-amp lithium jump starter that weighs 2.4 pounds. It handles gas engines up to 6 liters and diesel up to 3 liters, covers most cars and SUVs on the road, and can do up to 20 jump starts on a single charge. It's not just a jump starter, it's a USB-C power bank, a 100-lumen flashlight with SOS and strobe. And here's why I'm really, really happy to welcome NOCO, because I have a Triumph T120 and it sits during the winter because I don't ride during the winter. And every spring the battery is dead. And thanks to NOCO, I don't have to worry about that anymore. I used to have to take this pretty heavy bike and run it down the hill so I could pop the clutch and start it. And if that didn't work, well, let's just say I didn't have to go to the gym for a week because I had to push it back up the hill. But now, thanks to NOCO, guess who's jump-starting and hitting the open road? Uh, that, that would be me. If you've ever been stranded or worried about being stranded, if you're ever worried about anything dying on you, I mean, aside from your houseplants, you need the peace of mind that NOCO brings you. Let it live in your trunk in the back of your SUV and then drive with peace of mind, or keep it in your garage and don't worry about your little Bonnie when you have to charge it up and get on the open road. NOCO. Pick it up at no.co/gb40. That's no.co/gb40. Use code StarTalk at no.co for 10% off while it lasts. That's StarTalk at no.co.
Chuck Nice · StarTalk Radio · The Dreaming Brain with Matt Walker · 2026-07-10But over the right hand side, Cable, maybe it works. The closest thing you can— to sunlight you can buy. They use titanium nanoparticles to scatter the light way— the way Earth's atmosphere does. Actual blue sky on your ceiling. 34,500 lumens, water-cooled, 95+ CRI, which is a measure of color quality. Just purchased one to avoid any doubt, reposted, but I can't vouch for how yet it works. This man is not sponsored, but he's just stunned this exists. Are you going this or—
John Coogan · TBPN · China Export Controls, Jeremy Giffon Breaks Silence, Alex Hormozi in the Ultradome | Josh Zoffer, John McElhone, Deena Shakir, Hussein Fazal, John Nay · 2026-07-07Um, his lines killed. His lines killed. And then to close with John Green, to Killer John. Um, it's just like, it honestly is to be blessed, man. Is to be blessed in a time of darkness. I do think people Reveal their truth in times of challenge. This is a time of challenge. This team, you know, is a symbol of everything I think that's good about this nation. They're diverse, they're full of sacrifice, they deserve our support. All of that remains true. And then there's everything else that also remains true about, you know, the chaos of football bureaucracy that we kind of got sucked into, the buzzsaw of geopolitical disturbance. But life goes on, and 22 men stepped out onto a field today in Seattle to play a game, for many of them the most important game of their life. Um, and many of the American ones left in agony. I'm kind of struck by Matt Freese's tears at the final whistle, uh, were hard to, to watch. I'm still clinging on to, to one fan who was interviewed outside of Lumen Field before the game, uh, She said, "I'm just here for a good time." And today we didn't get one, but I do hope one day soon we will. I'm going to let you go, John Green. Becky, I know you're going to step off. I just want to thank you both for being with us in this time. And I'll be honest, I will never forget today, and I'll always remember that we shared this day and shared this conversation and shared this collective experience. And you are both now completely woven into my memory, my experience, just as for poor Rory, I'm woven into his.
Roger Bennett · Men In Blazers · USA 1-4 Belgium instant reactions, featuring John Green and Becky Sauerbrunn: Night Cup 07/06/26 · 2026-07-07I am so happy to welcome NOCO as a sponsor to StarTalk. Established in 1914, NOCO provides industry-leading battery power solutions including jump starters, tire inflators, battery chargers, lithium batteries, and a wide range of accessories. Through its innovative design, it provides users with dependable power for home, business, and recreational needs. The GB40 is a 100-amp lithium jump starter that weighs 2.4 pounds. It handles gas engines up to 6 liters and diesel up to 3 liters, covers most cars and SUVs on the road, and can do up to 20 jump starts on a single charge. It's not just a jump starter, it's a USB-C power bank a 100-lumen flashlight with SOS and strobe. And here's why I'm really, really happy to welcome Noco, because I have a Triumph T120 and it sits during the winter because I don't ride during the winter, and every spring the battery is dead. And thanks to Noco, I don't have to worry about that anymore. I used to have to take this pretty heavy bike and run it down the hill so I could pop the clutch and start it, and if that didn't work, well, let's just say I didn't have to go to the gym for a week because I had to push it back up the hill. But now, thanks NoCo, guess who's jump-starting and hitting the open road? Uh, that, that would be me. If you've ever been stranded or worried about being stranded, if you're ever worried about anything dying on you— I mean, aside from your houseplants— you need the peace of mind that NoCo brings you. Let it live in your trunk, in the back of your SUV, and then drive with peace of mind. Or keep it in your garage and don't worry about your little Bonnie when you have to charge it up and get on the open road. NoCo. Pick it up at no.co/gb40. That's no.co/gb40. Use code StarTalk at no.co for 10% off while it lasts. That's S-T-A-R-T-A-L-K at no.co.
Gary O'Reilly · StarTalk Radio · Cosmic Queries – Pure Spacetime · 2026-07-07Yeah, that's a great question. Um, the reason why you are right to be a little skeptical here is because this thing's down 27% over the past year. It has not been doing well. AT&T, of course, is the telecom and, and technology services company. Massive, massive telecom giant. They have 23 million postpaid subscribers from their wireless segment, and they got AT&T Fiber Uh, they are also expanded into, uh, emerging markets more aggressively in the past couple years. But it's falling in spite of revenue being up 3% year over year, which was a beat, in spite of earnings per share at about $0.57 versus $0.55, which was not only a year-over-year increase but also another beat. You know, I think there's a couple things going on here. The first is one that you mentioned, which is the potential for different replacements for how we think about wireless carrier service, right? I mean, for this company, the huge, huge portion of the revenue, about 71% of the revenue, comes from mobile. So if a company like Starlink or another company became a legitimate alternative, that would certainly hurt this business, and that hurts the entire sector. I think what is hurting AT&T specifically— they have so much debt. They have a ridiculous amount of debt, $146 billion in debt. And so at a time where over the past month you've had a re-rating of interest rates and interest rate expectations, a company that has this much debt is going to underperform because of the cost of financing. That debt is going up relative to what expectations have been. I think it's the largest driver. They especially took on a bunch of debt in that Lumen acquisition recently, and you're seeing it affect their income statement as well. I mean, free cash flow has fallen about 19% year over year. And so those two things put together kind of make an interesting situation here for not just a sector that hasn't done well for, but a company that is really just brutally in a, in a tough spot. So for me, I have a little bit of difficulty kind of wanting to get into telecoms in general. But aside from what's affecting the sector, I think this company's just got too much debt in a time when rates are probably going to be higher than people expected. So I would pass. It's languishing. It's probably likely to continue to do that., until they figure out their debt situation.
Luke Guerrero · InvestTalk · The Roth Conversion Window · 2026-07-07I am so happy to welcome NOCO as a sponsor to StarTalk. Established in 1914, NOCO provides industry-leading battery power solutions including jump starters, tire inflators, battery chargers, lithium batteries, and a wide range of accessories. Through its innovative design, it provides users with dependable power for home, business, and recreational needs. The GB40 is a 100-amp lithium jump starter that weighs 2.4 pounds. It handles gas engines up to 6 liters and diesel up to 3 liters, covers most cars and SUVs on the road, and can do up to 20 jump starts on a single charge. It's not just a jump starter, it's a USB-C power bank, a 100-lumen flashlight with SOS and strobe. And here's why I'm really, really happy to welcome Noco, because I have a Triumph T120 and it sits during the winter because I don't ride during the winter, and every spring the battery is dead. And thanks to Noco, I don't have to worry about that anymore. I used to have to take this pretty heavy bike and run it down the hill so I could pop the clutch and start it, and if that didn't work, well, let's just say I didn't have to go to the gym for a week because I had to push it back up the hill. But now, thanks to NOCO, guess who's jump-starting and hitting the open road? Uh, that, that would be me. If you've ever been stranded or worried about being stranded, if you're ever worried about anything dying on you, I mean, aside from your houseplants, you need the peace of mind that NOCO brings you. Let it live in your trunk, in the back of your SUV, and then drive with peace of mind. Or keep it in your garage and don't worry about your little Bonnie when you have to charge it up and get on the open road. NOCO. Pick it up at no.co/gb40. That's no.co/gb40. Use code StarTalk at no.co for 10% off while it lasts. That's S-T-A-R-T-A-L-K at no.co.
Speaker B · StarTalk Radio · Cosmic Queries – Astro-lore with Moiya McTier · 2026-07-03Resps are definitely another one of those tricky middle time horizon asset allocation questions. All right, we do have one review from Apple Podcast. Under SEC regulations, we are required to disclose whether a review, which may be interpreted as a testimonial, was left by a client, whether any direct or indirect compensation was paid for the review, or whether there are any conflicts of interest related to the review. As reviews are generally anonymous, we are unable to identify if the reviewer is a client or disclose any such conflicts of interest. And we would never pay for a review anyway. So this reviewer says, best personal finance podcast. Absolutely. Best personal finance podcast. Research based, avoids hyperbole, marketing, et cetera. Please keep it up. Thank you. And that is from Lumen in the United States.
Benjamin Felix · The Rational Reminder Podcast · Is VEQT Costing You? (& Other Questions) · 2026-07-02