Marvell: Data infrastructure represents 87% of revenue
Marvell reported net revenue for the second quarter of its fiscal 2024 of $1.341 billion, $11 million above the midpoint of the company’s prior…
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.
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
Marvell reported net revenue for the second quarter of its fiscal 2024 of $1.341 billion, $11 million above the midpoint of the company’s prior…
MACOM agreed to acquire the radio frequency business (the RF business) of Wolfspeed for $125 million, including $75 million cash paid at closing and…
Broadcom received final transaction approval from the United Kingdom’s Competition and Markets Authority. Broadcom has already received legal merger clearance in the European Union,…
Arm Holdings Limited filed a registration statement with the U.S. Securities and Exchange Commission relating to the proposed initial public offering of American depositary…
Lumentum reported revenue of $370.8 million for its fiscal fourth quarter ended July 1, 2023, with GAAP net loss of $60.2 million, or $0.88…
Keysight Technologies reported revenue of $1.38 billion for its third fiscal quarter ended July 31, 2023. flat compared with last year, and up 1…
Citing solid demand with over 30% total sequential product order growth with double-digit increases across all customer markets, Cisco reported revenue of $15.2 billion,…
Coherent Corp. reported revenue of $1.205 billion for the quarter ending 30-June-2023. Non-GAAP EPS amounted to $0.41. Both figures were at the high end…
Cisco agreed to acquire Working Group Two (WG2), a Norwegian company built from a Telenor incubation together with Cisco, that pioneered a cloud native…
Radisys completed its previously announced acquisition of Mimosa Networks, a subsidiary of Airspan Networks. Mimosa brings a diverse portfolio of point-to-point and point-to-multi-point connectivity…
Huawei reported revenue of CNY310.9 billion for 1H2023, with a year-on-year increase of 3.1% and a net profit margin of 15.0%. The company’s ICT…
VIAVI reported revenue of $263.6 million for its fourth fiscal quarter ended July 1, 2023, down from $335.3 million for the same period a…
Zayo announced the addition of Bill Smith to its board of directors. Smith most recently served as the interim CEO of PG&E – one…
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