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
TIM Group posted a 2.7% year-over-year increase in like-for-like revenues to €6.6 billion for the first half of 2025, driven by strong performance in…
Arista Networks posted strong second quarter 2025 results, driven by demand for AI networking and data center infrastructure. Revenue rose to $2.205 billion, up…
Cloudera has acquired Taikun, a Czech-based platform provider specializing in Kubernetes and hybrid cloud infrastructure management, to expand its ability to deliver a unified…
Crusoe has hired Erwan Menard as Senior Vice President of Product Management, strengthening its leadership team as demand for AI infrastructure accelerates. Menard previously…
Comcast reported second quarter 2025 revenue of $30.3 billion, up 2.1% year-over-year, with net income jumping to $11.1 billion due to a $9.4 billion…
Qualcomm reported fiscal third-quarter 2025 revenue of $10.4 billion, up 10% year-over-year, driven by record automotive revenues and continued strength in IoT. The company…
Telefónica confirmed its 2025 financial guidance after posting solid results in the first half of the year, led by growth in Spain and Brazil…
Meta posted revenue of $47.5 billion in Q2 2025, up 22% year-over-year, with operating income rising 38% to $20.4 billion and net income climbing…
Palo Alto Networks announced a $25 billion deal to acquire CyberArk, marking its formal entry into the Identity Security market. The agreement will see…
Equinix posted second-quarter 2025 revenues of $2.256 billion, up 4% year over year (5% normalized), with adjusted EBITDA of $1.129 billion, representing a 50%…
Mavenir completed a major recapitalization that removes more than $1.3 billion in debt and secures $300 million in new senior financing, significantly strengthening its…
STMicroelectronics has announced a definitive agreement to acquire NXP Semiconductors’ MEMS sensor business in a deal valued at up to $950 million. The transaction…
Ericsson has appointed Nishant Grover as President of Ericsson Canada, effective immediately. He replaces Jeanette Irekvist, who led the company’s Canadian division since 2020…
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.