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
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.
Intel reported Q4 2023 revenue of $15.4 billion, up 10 percent year-over-year (YoY). Full-year revenue was $54.2 billion, down 14 percent YoY. Fourth-quarter earnings…
Verizon reported Q4 2023 total operating revenue of $35.1 billion, a decrease of 0.3 percent from fourth-quarter 2022. Earnings per share was $(0.64), compared…
AT&T reported F2023 Q4 revenues of $32.0 billion, up 2.2% YoY, driven by higher Mobility and Consumer Wireline revenues. Full-year operating income reached $23.5…
Hewlett Packard Enterprise (HPE) has appointed Neil MacDonald to lead its HPC & AI business segment, as well as its Compute business. MacDonald will…
LightRiver has appointed Jim Brinksma as Senior Vice President of Software Solutions. Brinksma will be based out of LightRiver’s Holmdel Software Development Center in…
On a conference call, executives from HPE and Juniper Networks said the strategic imperative for their proposed merger “will strengthen HPE’s position at the…
Ayar Labs has announced new additions to its Board of Directors and named a new CTO. These experts will help drive the company's growth…
Hewlett Packard Enterprise (HPE) plans to acquire Juniper Networks to boost its hybrid cloud and AI capabilities. The acquisition will enhance HPE's edge-to-cloud strategy…
EKINOPS reported its consolidated revenue figures for FY 2023, with a modest 1% YoY increase. Q4 2023 saw a 9% sequential growth, and the…
Lumen Technologies appoints Ashley Haynes-Gaspar as Executive VP & Chief Revenue Officer, leading a team to accelerate growth and enhance business outcomes.
Extreme Networks has updated its financial outlook for Q2, 2023, with revenues expected to be around $294-297 million. The company also anticipates strong growth…
EchoStar Corporation completes acquisition of DISH Network, creating a global leader in wireless connectivity. The merger combines DISH Network's satellite technology, streaming services, and…
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