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
IBM agreed to acquire Apptio, a start-up specializing in financial and operational IT management and optimization (FinOps) software, for $4.6 billion. IBM said the…
Aviatrix appointed Doug Merritt as CEO and President, replacing Steve Mullaney. Merritt was previously CEO and President of Splunk. Under Merritt’s leadership, Splunk grew…
Cisco announced plans to acquire Accedian, a privately-held company based in Montreal that offers performance analytics and end user experience solutions. Financial terms were…
Citing the need for greater scale and cost efficiency, Vodafone Group Plc and CK Hutchison Group Telecom Holdings announced plans to merge their UK telecommunication businesses.…
Hewlett Packard Enterprise (HPE) appointed Bethany Mayer, former president and CEO of Ixia, to HPE’s Board of Directors, effective today. She will also serve…
The European Commission will provide up to €8.1 billion to advance research in the field of Microelectronics, including communication technologies (IPCEI ME/CT). The initiative…
Driven by strong growth in cloud services, Oracle reported fiscal 2023 Q4 revenue of $13.8 billion, up 17% in USD and up 18% in…
Ciena reported revenue of $1.13 billion or its fiscal second quarter ended April 29, 2023, up 19% as compared to $949.2 million for the…
Digital Realty raised approximately $1.1 billion of gross proceeds from the sale of approximately 11 million shares issued under the company’s at-the-market program, including…
Cyxtera entered into a pre-arranged Chapter 11 process in the U.S. Bankruptcy Court for the District of New Jersey. Cyxtera said it is continuing…
VMware reported revenue for 1Q FY 24 of $3.28 billion, an increase of 6% from the first quarter of fiscal 2023. GAAP net income…
Dell Technologies reported 1Q FY24 revenue of $20.9 billion, down 20%. The company generated operating income of $1.1 billion and non-GAAP operating income of…
MACOM is establishing a European Semiconductor Center to offer its customers higher frequency Gallium Arsenide (GaAs) and Gallium Nitride (GaN) monolithic microwave integrated circuits…
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Company ecosystem
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