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
Intel reported $12.9 billion in revenue for the second quarter of 2025, flat compared to a year ago, while absorbing steep losses from restructuring…
Nokia’s Network Infrastructure segment delivered standout performance in Q2 2025 with 8% year-over-year growth on a constant currency and portfolio basis, driven by strong…
Ribbon Communications posted a 15% year-over-year increase in second-quarter 2025 revenue, reaching $221 million, fueled by strong demand in North America and key wins…
BT Group reported a “solid start” to FY26, with CEO Allison Kirkby highlighting the company’s progress in fiber and 5G rollouts, cost transformation, and…
Calix reported strong Q2 2025 financial results, with revenue rising 10% sequentially and 22% year-over-year to $241.9 million, driven by robust adoption of its…
ADTRAN Holdings, Inc. reported stronger-than-expected preliminary revenue for Q2 2025, citing improved market conditions and rising demand for its connectivity solutions. The company expects…
Ekinops reported consolidated revenue of €57.2 million for the first half of 2025, down slightly (-1%) from the same period in 2024. Q2 2025…
CoreWeave (NASDAQ: CRWV) has agreed to acquire Core Scientific (NASDAQ: CORZ) in an all-stock transaction valued at approximately $9.0 billion, further accelerating its strategy…
Hewlett Packard Enterprise (HPE) has completed its $14 billion acquisition of Juniper Networks, officially merging the two companies into a unified force aimed at…
Arista Networks has acquired the VeloCloud SD-WAN portfolio from Broadcom in a strategic move to enhance its AI-driven networking solutions for campus and branch…
S8 Networks, a provider of lawful intelligence and monitoring center platforms, has been acquired by private equity firm Mill Point Capital. The acquisition is…
Mavenir has signed a major recapitalization agreement with its lenders, eliminating over $1.3 billion in debt and securing $300 million in new senior financing.…
Broadcom reported $15 billion in Q2 FY2025 revenue, marking a 20% year-over-year increase driven largely by continued demand for AI-related infrastructure. The company said…
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Company ecosystem
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