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Will Lumen's NaaS active customer count maintain 20%+ QoQ growth through Q2 2026?
Current Prediction
Why This Question Matters
NaaS is the software-layer transformation that determines whether Lumen becomes a platform company or remains a fiber landlord. Sustained 20%+ QoQ customer growth validates the platform thesis. Deceleration signals the J-curve may not materialize.
Prediction Distribution
Individual Predictions(9 runs)
Strong from small base. PMF evidence. LumenConnect distribution.
Early adopter effect. 20% QoQ is high bar as base grows.
Both quarters must hit. Enterprise sales cycles are long.
Low churn sticky base. Off-net expansion. Lean yes.
Disclosure risk if growth decelerates.
Small base plus strong product. Two quarters achievable.
Strong momentum. Small base. Achievable.
20% high bar. Natural deceleration possible.
PMF strong. Short timeframe. Likely sustains.
Resolution Criteria
Resolves YES if Lumen discloses NaaS active customer QoQ growth above 20% in both Q1 and Q2 2026 earnings.
Resolution Source
Lumen Q1 and Q2 2026 Earnings Calls
Source Trigger
NaaS adoption metrics growth
Full multi-lens equity analysis