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
NVIDIA's record-breaking quarterly revenue of $22.1 billion, with data center revenue at $18.4 billion, demonstrates the growing demand for accelerated computing and generative AI.…
Cisco reported revenue of $12.8 billion for its second fiscal quarter ended January 27, 2024, down 6% year over year. GAAP EPS was $0.65,…
Arista Networks reported strong Q4 2023 results, with revenue of $1,540.4M and a 20.8% increase from Q4 2022. Full fiscal year revenue reached $5,860.2M,…
Lumen Technologies' Q4 2023 revenue was $3.517 billion, a decrease from the previous year. The net loss for the quarter was $(1.995) billion, including…
Cloudflare reported strong Q4 2023 results, with a 32% YoY increase in revenue. The company also achieved record new ACV and significant customer wins.…
Lumentum reports net revenue of $366.8 million in Q2 2024, with a net loss of $99.1 million. The company expands transceiver manufacturing capacity in…
HPE and Juniper Networks are working towards a merger, aiming to revolutionize the networking industry by providing greater choice and value to customers. The…
Citing market conditions related to North American service provider customers’ capital expenditures, A10 Networks reported quarterly revenue of $70.4 million, in-line with guidance and…
NXP Semiconductors reports Q4 2023 revenue of $3.42 billion, up 3% YoY. Full-year revenue reaches $13.28 billion, up 1% YoY. Find out more here.
Charter Communications reports Q4 2023 revenue of $13.7 billion, with growth in residential Internet and mobile service revenues. Find out more here.
Juniper Networks reported Q4 2023 revenue of $1.36B, a 6% YoY decrease. CEO Rami Rahim highlights strong enterprise growth and positive product order growth.
NETGEAR that Patrick C.S. Lo, current Chief Executive Officer and Chairman of the board, is retiring from his position at NETGEAR and from the…
Nokia reports Q4 2023 sales decline of 21% y-o-y due to ongoing macroeconomic uncertainty. However, signs of stabilization and improving order trends are seen.
Topic explorer
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Company ecosystem
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