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
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…
T-Mobile reported accelerating postpaid account growth and rising ARPA in Q1 2026, signaling continued momentum in its core wireless and broadband businesses while lifting…
Cadence Design Systems reported first-quarter 2026 revenue of $1.474 billion, up from $1.242 billion a year earlier, as demand for AI-driven semiconductor and system…
Supermicro is expanding its San Jose manufacturing base with a new 32.8-acre campus, adding its fourth Bay Area location as demand rises for AI…
Digital Realty is scaling aggressively to meet surging AI-driven infrastructure demand, reporting record leasing activity and expanding its global capacity pipeline as hyperscale and…
ZTE posted first-quarter 2026 revenue of RMB 34.99 billion (approximately $4.8 billion USD), up 6.1% year-over-year, as growth in computing, devices, and international markets…
Intel reported first-quarter 2026 revenue of $13.6 billion, up 7% year-over-year, with strong growth in its Data Center and AI segment and continued momentum…
Nokia reported a solid start to 2026 with growth driven by optical networking and accelerating demand from AI infrastructure buildouts. Comparable net sales reached…
MaxLinear, Inc. reported first-quarter 2026 revenue of $137.2 million, marking a 43% year-over-year increase and a modest 1% sequential gain, as demand for optical…
AT&T Inc. reported first-quarter 2026 results showing accelerating momentum in its “converged connectivity” strategy, as fiber broadband and 5G wireless increasingly operate as a…
On April 17th, Ericsson reported a mixed first quarter for 2026, with solid underlying demand offset by currency headwinds and restructuring charges. Organic sales…
Molex has signed an agreement to acquire Teramount Ltd., aiming to accelerate the commercialization of co-packaged optics (CPO) for AI, cloud, and 5G infrastructure. The deal…
Cisco announced its intent to acquire Galileo Technologies, Inc., a startup focused on AI observability and evaluation, as enterprises accelerate deployment of agentic AI…
Topic explorer
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Company ecosystem
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