LumenPaycom

Lumen vs Paycom

This page compares Lumen Technologies Inc and Paycom Software, Inc, highlighting their business models, financial performance, and market context in a neutral, accessible manner. It presents key contr...

Which Baskets Do They Appear In?

Powering AT&T's 5G Expansion

Powering AT&T's 5G Expansion

AT&T's $23 billion acquisition of EchoStar's spectrum licenses is set to significantly enhance its 5G network capabilities nationwide. This creates a ripple effect, boosting opportunities for companies that provide the essential infrastructure and technology needed for a large-scale 5G network build-out.

Published: August 28, 2025

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The 5G Spectrum Shake-Up

The 5G Spectrum Shake-Up

AT&T's $23 billion acquisition of EchoStar's spectrum licenses is set to significantly boost its 5G network capabilities. This major industry move creates a ripple effect, potentially benefiting companies involved in telecommunications infrastructure as competitors race to keep up.

Published: August 27, 2025

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High-Speed M&A: The Race For Data Infrastructure

High-Speed M&A: The Race For Data Infrastructure

Amphenol's $10.5 billion acquisition of CommScope's broadband division signals a major consolidation in the telecommunications infrastructure industry. This deal highlights the surging demand for high-speed connectivity, creating opportunities for companies that supply essential fiber-optic components and data center hardware.

Published: August 5, 2025

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Broadband Backbone Builders

Broadband Backbone Builders

Amphenol's $10.5 billion acquisition of CommScope's broadband and cable unit marks a major consolidation in the telecommunications hardware sector. This deal spotlights an investment opportunity in companies providing the essential physical components, like fiber optics and connectors, that form the backbone of 5G and future network infrastructure.

Published: August 4, 2025

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Telecom's New Bundle Play

Telecom's New Bundle Play

T-Mobile's strong subscriber growth, fueled by premium plans with bundled streaming, signals a major shift in the telecommunications industry. This creates an investment opportunity focused on companies at the forefront of the convergence between connectivity and content.

Published: July 24, 2025

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Telecom's Patent Powerhouses

Telecom's Patent Powerhouses

A $175 million verdict against Verizon for patent infringement highlights the increasing power of intellectual property holders in the telecom industry. This creates an investment opportunity in companies that own and license critical technology patents, as they are now better positioned to enforce their rights and secure lucrative licensing agreements.

Published: July 24, 2025

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Quiet Infrastructure

Quiet Infrastructure

These essential businesses own the physical and digital foundations of our modern economy. Hand-selected by our analysts, this collection features the companies operating cell towers, data centers, and payment networks that quietly keep everything running.

Published: June 17, 2025

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Investment Analysis

Lumen

Lumen

LUMN

Pros

  • Lumen Technologies is aggressively transforming to align with the AI economy through network enhancements and ecosystem partnerships.
  • The company has successfully restructured its debt, reducing costs and enabling greater investment in digital network services.
  • Recent share price gains and positive analyst upgrades reflect improving investor sentiment and potential undervaluation.

Considerations

  • Lumen currently reports negative profitability metrics including a net loss and negative returns on equity and assets.
  • The company has a high price-to-book ratio and weak interest coverage, indicating financial and valuation concerns.
  • Analyst price targets suggest significant downside from current share levels, reflecting uncertainty about sustained growth.
Paycom

Paycom

PAYC

Pros

  • Paycom has consistently delivered strong revenue growth driven by increasing adoption of its cloud-based HR and payroll software.
  • The company maintains robust profitability with expanding margins, supported by efficient cost management.
  • Paycom benefits from recurring subscription revenue, creating stable cash flow and high customer retention.

Considerations

  • Competition in the HR software market is intense, posing risks to future pricing power and market share.
  • Valuation multiples remain elevated compared to industry peers, reflecting high growth expectations that could be pressured.
  • Growth is somewhat dependent on economic conditions affecting employment levels and corporate spending on SaaS solutions.

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