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
Lumentum reported stronger-than-expected Q2 FY25 results, driven by rising demand in the cloud market. The company sees continued momentum in networking and AI-related infrastructure,…
MACOM reported strong revenue growth in Q1 FY25, with a 38.8% year-over-year increase, driven by continued demand across its semiconductor product portfolio. The company…
Qualcomm reported record quarterly revenue of $11.7 billion, driven by strong demand for its handset, automotive, and IoT (Internet of Things) solutions. The company continues to…
Arm Holdings continues to experience strong momentum in AI and compute technologies, driving record revenue and royalty income. The company reports accelerated adoption of…
GlobalFoundries (Nasdaq: GFS) has appointed Dr. Thomas Caulfield as Executive Chairman and Tim Breen as Chief Executive Officer, effective April 28, 2025. The leadership…
Juniper Networks has reported a solid fourth quarter, with revenue growth fueled by strong demand for its AI-native networking solutions, particularly in cloud and…
Boldyn Networks US has closed a $1.2 billion debt financing deal to accelerate its expansion and investment in neutral host and open access network…
CommScope (NASDAQ: COMM) has completed the divestiture of its Outdoor Wireless Networks (OWN) segment and Distributed Antenna Systems (DAS) business to Amphenol, marking a…
BT achieved record fiber expansion in Q3 FY2025, passing 1 million premises for the fourth consecutive quarter, bringing its full-fiber (FTTP) footprint to 17 million UK homes…
The U.S. Department of Justice (DOJ) has filed a lawsuit to block Hewlett Packard Enterprise’s (HPE) proposed $14 billion acquisition of Juniper Networks, citing…
Hewlett Packard Enterprise (HPE) and Juniper Networks have pledged to fight the U.S. Department of Justice’s (DOJ) lawsuit seeking to block their proposed merger.…
Verizon closed out 2024 with a historic fourth quarter, adding nearly 1 million postpaid mobile and broadband subscribers—the company’s best quarterly result in over…
Deutsche Telekom has reaffirmed its confidence in Tim Höttges by extending his tenure as CEO until the end of 2028. Höttges, who has led…
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Company ecosystem
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