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
MACOM reported strong fiscal fourth-quarter and full-year 2024 financial results, showing solid growth despite a challenging market environment. In Q4, MACOM’s revenue reached $200.7…
Sandvine initiated restructuring proceedings under Canada’s Companies’ Creditors Arrangement Act (CCAA) and is filing for recognition under Chapter 15 in U.S. Bankruptcy Court. These…
Amazon reported strong financial results for Q3 2024, highlighted by an 11% increase in total net sales to $158.9 billion. The Amazon Web Services…
Intel’s Q3 2024 results, while reflecting challenges in profitability, underscore the company’s commitment to realigning its cost structure and innovating its product line. Revenue…
Juniper Networks reported solid financial performance for Q3 2024, showcasing robust demand across cloud, enterprise, and service provider segments as it prepares for a…
Microsoft reports a robust start to fiscal year 2025, driven by continued strength in its cloud services and solid growth across multiple segments. For…
Extreme Networks has reported positive financial results for the first quarter of fiscal year 2025, showing sequential growth despite a challenging year-over-year comparison. The…
IBM reported third-quarter 2024 earnings with $15 billion in revenue, a 1% increase (or 2% at constant currency) compared to last year. Software led…
Digital Realty (NYSE: DLR), headquartered in Austin, Texas, announced financial results for the third quarter of 2024, reporting total revenue of $1.4 billion, a…
Orange Group has announced strong third-quarter results for 2024, confirming its financial targets for the year. The Group’s revenues reached €9.995 billion, a 1.6%…
AT&T posted solid results for the third quarter of 2024, reflecting continued growth in its Mobility and fiber broadband segments. Total revenues reached $30.2…
T-Mobile US. reported its third-quarter 2024 results, showing substantial growth across customer additions, service revenues, and financial performance. The company added 1.6 million net…
Verizon Communications reported strong growth in customer acquisitions across both wireless and broadband services for the third quarter of 2024, while maintaining steady overall…
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Company ecosystem
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