A journal for networking and telecoms
Corporate strategy coverage
Following earnings, leadership changes, acquisitions, divestitures, funding, partnerships and capital allocation across networking, telecom, cloud and AI infrastructure.
Coverage architecture
Converge Digest tracks the business decisions that determine how infrastructure markets evolve. Coverage includes quarterly results, guidance, executive transitions, mergers and acquisitions, venture funding, restructuring, strategic partnerships, manufacturing investment and the capital programs behind new network and compute capacity.
Revenue, margins, guidance, backlog, capital expenditure and segment trends.
Latest reporting ↓02Acquisitions, divestitures, integrations and portfolio restructuring.
Latest reporting ↓03CEO and board transitions, organizational changes and operating priorities.
Latest reporting ↓04Funding rounds, strategic investments, joint ventures and ecosystem agreements.
Latest reporting ↓Latest reporting
NVIDIA reported revenue of $46.7 billion for the second quarter of fiscal 2026, up 6% sequentially and 56% year-over-year, as demand for Blackwell GPUs…
CrowdStrike reported strong Q2 FY26 results, posting revenue of $1.17 billion, up 21% year-over-year, with subscription revenue at $1.10 billion. Annual recurring revenue (ARR)…
Palo Alto Networks posted strong financial results for fiscal Q4 2025, with revenue climbing 16% year over year to $2.54 billion and non-GAAP net…
Palo Alto Networks announced the retirement of founder and Chief Technology Officer Nir Zuk after nearly 20 years of shaping the company into a…
Telstra closed FY25 with its fourth consecutive year of underlying growth, driven by performance across Mobiles, Fixed Consumer & Small Business, Fixed Enterprise, InfraCo…
Equinix (Nasdaq: EQIX) appointed Dr. Yanbing Li, Chief Product Officer at Datadog, to its Board of Directors. Li brings over two decades of leadership…
Cisco closed fiscal 2025 with accelerating AI infrastructure momentum, booking more than $2 billion in AI orders from webscale customers—over twice its original target—driven…
A busy week lies ahead for the networking, AI infrastructure, and semiconductor sectors, with multiple earnings announcements and industry developments set to draw investor…
DigitalBridge Group is leaning hard into the AI infrastructure boom, pairing steady growth in fee-related earnings with a string of strategic moves aimed at…
VIAVI closed fiscal 2025 with stronger revenue and profitability, driven by growth in its Network and Service Enablement and Optical Security and Performance Products…
Deutsche Telekom raised its full-year 2025 financial guidance following a strong second quarter marked by subscriber gains, AI-driven operational efficiencies, and continued network investment…
Clearfield reported $49.9 million in revenue for its fiscal Q3 2025, marking a 2% year-over-year increase and surpassing internal guidance, primarily due to strength…
MACOM Technology Solutions reported strong financial results for its fiscal third quarter ended July 4, 2025, with revenue climbing to $252.1 million—up 32.3% year-over-year…
Topic explorer
Use these curated entry points to move from the category overview into specific technologies, markets and the reporting attached to them.
Company ecosystem
Company hubs connect current reporting with longer-term coverage history and editorial context.