Financial performance
Revenue, margins, guidance, backlog, capital expenditure and segment trends.
A journal for networking and telecoms
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.
Acquisitions, divestitures, integrations and portfolio restructuring.
CEO and board transitions, organizational changes and operating priorities.
Funding rounds, strategic investments, joint ventures and ecosystem agreements.
Latest reporting
ZincFive, a developer of nickel-zinc battery systems for data centers and AI infrastructure, has agreed to merge with Spark I Acquisition Corporation in a…
Ciena reported fiscal second quarter 2026 revenue of $1.57 billion, up 40% from $1.13 billion in the same quarter a year ago, as accelerating…
Credo Technology Group has completed its acquisition of DustPhotonics, formally bringing silicon photonics photonic integrated circuit (PIC) technology into its expanding portfolio for AI infrastructure…
Marvell Technology reported record revenue of $2.418 billion for its first quarter of fiscal 2027, up 28% year-over-year, as demand from AI infrastructure customers continued to accelerate…
Synopsys reported fiscal Q2 2026 revenue of $2.276 billion, up from $1.604 billion a year earlier, as AI infrastructure demand continued to expand semiconductor…
Ericsson plans to relocate its Stockholm operations, including its global headquarters, from Kista to Hagastaden, marking one of the company’s most significant geographic shifts…
NVIDIA reported record quarterly revenue of $81.6 billion for Q1 fiscal 2027, driven by surging investment in AI infrastructure and hyperscale data center buildouts.…
Cerebras Systems delivered one of the strongest technology IPO debuts in recent years as shares of CBRS opened at $350 on the Nasdaq Global…
Cisco reported record fiscal Q3 2026 revenue of $15.8 billion, up 12% year over year, as product demand accelerated across networking, campus refresh, data…
Tower Semiconductor reported strong Q1 2026 financial results driven by accelerating demand for silicon photonics used in AI infrastructure, while simultaneously disclosing $1.3 billion…
Deutsche Telekom raised its full-year 2026 guidance after reporting solid first-quarter growth driven by T-Mobile US, fiber broadband expansion, and resilient service revenue trends…
Applied Optoelectronics, Inc reported record first quarter 2026 revenue of $151.1 million, up 51% year-over-year and 13% sequentially, driven by surging demand for AI…
Coherent reported fiscal third quarter 2026 revenue of $1.81 billion, up 21% year-over-year, as accelerating demand for AI datacenter infrastructure and optical communications continued…
Topic explorer
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Company ecosystem
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