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
MACOM posted strong fiscal second quarter 2026 results, driven by continued momentum in data center and optical semiconductor demand tied to AI infrastructure deployments.…
AMD reported first quarter 2026 revenue of $10.3 billion, up 38% year-over-year, as demand for EPYC CPUs and Instinct GPUs pushed Data Center revenue…
Astera Labs reported Q1 2026 revenue of $308.4 million, up 14% sequentially and 93% year-over-year, as demand accelerated for its PCIe 6 connectivity portfolio…
Cerebras Systems launched the roadshow for its proposed IPO, offering 28 million Class A shares at an expected price range of $115 to $125…
Intel named Alex Katouzian as executive vice president and general manager of its Client Computing and Physical AI Group. Katouzian joins from Qualcomm Technologies, where he led…
Sandisk reported fiscal third quarter 2026 revenue of $5.95 billion, marking a 97% sequential increase and a 251% year-over-year surge, as demand from AI-driven…
CMBlu Energy crossed the €1 billion valuation mark following a €50 million initial close of its Series C round, signaling rising investor focus on…
Microsoft reported fiscal third quarter 2026 revenue of $82.9 billion, up 18% year-over-year, as growth in cloud and AI infrastructure continued to accelerate across…
Alphabet reported a surge in AI-driven growth across its cloud, infrastructure, and consumer platforms in Q1 2026, with Google Cloud emerging as the central…
Amazon reported strong first-quarter 2026 results, driven by accelerating growth in its cloud and AI infrastructure businesses, with Amazon Web Services (AWS) and custom…
Applied Optoelectronics (AOI) won a $20.9 million grant from the Texas Semiconductor Innovation Fund to expand its manufacturing operations in Sugar Land, Texas. The…
Qualcomm Incorporated reported fiscal second-quarter 2026 revenue of $10.6 billion, with GAAP EPS of $6.88 and non-GAAP EPS of $2.65. The quarter included a…
Corning posted first-quarter 2026 core sales of $4.35 billion, up 18% year over year, with core EPS rising 30% to $0.70. Optical Communications led…
Topic explorer
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Company ecosystem
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