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
Astera Labs, a start-up focused on semiconductor-based connectivity solutions for cloud and AI infrastructure, announced new senior leadership appointments: Elli Castro-Bordano, to oversee legal…
NVIDIA's Q3 2023 revenue soared by 206% YoY to $18.12 billion, driven by accelerated computing and generative AI. Data Center revenue hit a record…
Optus CEO, Ms Kelly Bayer Rosmarin, has resigned following an Australia-wide network blackout. She expressed her commitment to restore trust but ultimately decided her…
Keysight Technologies reported Q4 revenue of $1.31 billion, down from last year. Communications Solutions Group revenue declined by 10% while Electronic Industrial Solutions Group…
STL strengthens its optical connectivity business with the appointment of two experienced executives, David De Craemer and Tomasz Bednarczyk.
Cisco reported revenue of $14.7 billion for the first quarter of its fiscal 2024, up 8% year over year;.GAAP EPS was$0.89, up 37% year…
STACK Infrastructure issued $290 million in securitized notes at a fixed interest rate coupon of 5.900%. This marks STACK’s third such transaction of 2023…
Energetiq Technology, a photonics manufacturer based in Wilmington, Massachusetts, has appointed Vikram Singh, PhD, to manage the newly formed Laser-Driven Light Source (LDLS) Business…
Arm appointed Ami Badani as chief marketing officer (CMO). Badani joins Arm from NVIDIA where she held the role of Vice President of Marketing…
Infinera announced that preliminary Q3 revenue is expected to be $378 million to $392 million, ahead of the midpoint of the company’s prior outlook…
A10 Networks reported Q3 revenue of $57.8 million, in-line with preliminary expectations and down $14.3 million year-over-year due to delays related to North American…
Adtran reported quarterly revenue of $272.3 million, slightly below the lower end of the guidance range. GAAP gross margin for the quarter was 27.3%,…
Lumen Technologies reached an agreement with a group of creditors holding over $7 billion of the outstanding indebtedness of the company and its subsidiaries…
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Company ecosystem
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