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 Corporation (NYSE: CIEN) reported its unaudited financial results for the fiscal third quarter of 2024, noting a significant 11.8% year-over-year revenue decline to…
Credo (Nasdaq: CRDO) reported strong financial results for the first quarter of fiscal year 2025, showing significant revenue growth driven by increased demand for…
Hewlett Packard Enterprise (HPE) posted a strong performance in its third fiscal quarter of 2024, highlighted by 10% revenue growth and a focus on…
In the first half of 2024, Huawei generated approximately CNY 417.5 billion (around USD 57.3 billion) in revenue, marking a 34.3% year-on-year increase. The…
Marvell Technology (NASDAQ: MRVL) announced its financial results for the second quarter of fiscal year 2025, reporting net revenue of $1.273 billion, which exceeded…
Pure Storage (NYSE: PSTG) reported financial results for the second quarter of fiscal year 2025, which ended on August 4, 2024. The company achieved…
Qualcomm has announced a definitive agreement to acquire the 4G IoT technologies of Sequans Communications S.A., a leading provider of cellular semiconductor solutions for…
Keysight Technologies reported a strong performance in the third quarter of fiscal year 2024, with revenue reaching $1.2 billion, surpassing expectations despite a challenging…
Ericsson announced a strategic divestment of its U.S. subsidiary, iconectiv, to Koch Equity Development. Acquired by Ericsson in 2012 through the Telcordia acquisition, iconectiv…
Following Cisco Systems‘ release of its financial results on August 14th, key observations from the subsequent market analyst call provide insight into the company’s…
ZTE Corporation announced its financial results for the first half of 2024, reporting revenue of RMB 62.49 billion (approximately USD 8.63 billion), a 2.9%…
Telstra reported FY24 financial results, revealing a mixed performance across its business segments, with total income rising by 1.0% to $23.5 billion. The company’s…
SK Telecom (SKT) announced its financial results for the second quarter of 2024, with revenue reaching KRW 4.4224 trillion (approximately $3.36 billion), operating income…
Topic explorer
Use these curated entry points to move from the category overview into specific technologies, markets and the reporting attached to them.
Company ecosystem
Company hubs connect current reporting with longer-term coverage history and editorial context.