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
Ciena reported a 23.6% year-over-year increase in revenue for its fiscal second quarter ended May 3, 2025, reaching $1.13 billion, up from $910.8 million…
CyrusOne has named Krupal Raval as Executive Vice President and Chief Strategy Officer, a newly created position designed to support the company’s aggressive expansion…
Credo Technology Group posted strong financial results for the fourth quarter and full fiscal year 2025, as rising demand for high-speed, energy-efficient connectivity solutions…
Dell Technologies has established itself as a major force in the AI infrastructure market, booking $12.1 billion in AI-optimized server orders during its fiscal…
Marvell Technology reported record-breaking revenue of $1.895 billion for its first fiscal quarter of 2026, marking a 63% year-over-year increase. The surge was driven…
Dr. Julie Sheridan Eng, Chief Technology Officer at Coherent, delivered an in-depth technical presentation on the company’s growing data center and communications business during…
BT Group reported strong network momentum for the fiscal year ending 31 March 2025, despite a slight revenue decline. The company set new records…
AMD announced an agreement to sell the data center infrastructure manufacturing business of ZT Systems to Sanmina for up to $3 billion in cash…
The FCC has approved Verizon’s $20 billion acquisition of Frontier Communications, clearing the final regulatory hurdle for the deal. The decision, issued by the…
Cisco reported a strong Q3 FY2025 performance, with total revenue reaching $14.1 billion—an 11% increase year-over-year—driven by surging demand for AI infrastructure and networking…
Cisco appointed Kevin Weil, Chief Product Officer at OpenAI, to its board of directors effective May 12, 2025, reinforcing the company’s commitment to AI-driven…
AOI to Ramp 800G Optical Module Output to 100K Units Monthly by Year-End Applied Optoelectronics (AOI) reported strong Q1 2025 results, highlighting accelerating momentum…
NTT Advances IOWN and AI-Driven Infrastructure Despite Profit Decline in FY2025 NTT reported consolidated revenues of ¥13.70 trillion ($87.8 billion) for the fiscal year…
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Company ecosystem
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