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
Cloudflare reported Q3 revenue of $335.6 million, representing an increase of 32% year-over-year. Non-GAAP net income was $55.3 million, compared to $19.1 million in…
Viavi posted net revenue of $247.9 million for its first fiscal quarter ended September 30, 2023, down $62.3 million or 20.1% year-over-year. Non-GAAP operating…
Windstream named Paul H. Sunu has its new President and CEO, effective immediately, replacing Tony Thomas, who has decided to depart the Company and…
Arista Networks reported Q3 revenue of $1.509 billion, an increase of 3.5% compared to the second quarter of 2023, and an increase of 28.3% from the…
During the first nine months of 2023, Huawei generated CNY456.6 billion in revenue, with a year-on-year increase of 2.4% and a net profit margin…
Intel posted Q3 revenue of $14.2 billion, down 8% from the same period last year. Intel also said that it remains on track to…
Juniper Networks reported net revenues of $1,397.8 million for the three months ended September 30, 2023, a decrease of 1% year-over-year and a decrease…
Amazon reported AWS Q3 sales of $23.1 billion, up 12% year-over-year. AWS operating income for the quarter amounted to $6.976 billion, up 29% yoy.…
Ribbon Communications reported Q3 revenue of $203 million, compared to $207 million for the third quarter of 2022 and $211 million for the second…
MaxLinear reported Q3 net revenue og $135.5 million, down 26% sequentially and down 53% year-over-year. Non-GAAP gross margin was 60.8%. This compares to 61.0%…
Arelion announced the appointment of Daniel Kurgan as President and CEO of Arelion, replacing Staffan Göjeryd who is stepping down after seven years at…
Orange Group reported revenues for the third quarter of 2023 were 10,999 million euros, an increase of 1.8%, or 194 million euros, year on…
Verizon reported total operating revenue of $33.3 billion for Q3, a decrease of 2.6 percent from Q3 2022. Net income was $4.9 billion, a…
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Company ecosystem
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