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
Hewlett Packard Enterprise agreed to acquire OpsRamp, an IT operations management (ITOM) company based in San Jose, California, that monitors, observes, automates and manages…
ZTE reported 2022 revenue of RMB 122.95 billion (approximately US$17.9 billtion), 7.4% higher than a year earlier. The company’s profit hit RMB 8.08 billion…
On the eve of Mobile World Congress, Reuters reported that Ericsson plans to cut 8,500 positions out its global workforce of 105,000. Reuters cited…
Citing ramping sales of its ICE6, Infinera reported Q4 2022 GAAP revenue of $485.9 million compared to $390.4 million in the third quarter of…
Fueled by demand for cloud-driven networking and an improving supply chain, Cisco reported revenue of $13.6 billion for the second quarter of its fiscal…
Rakuten shared the following metrics for its mobile segment for Q4 and full year 2022:
Deutsche Telekom, Orange, Telefónica and Vodafone are forming a joint venture for digital advertising in Europe. The platform has been designed from the outset…
Arista Networks reported Q4 revenue of $1,275.6 million, an increase of 8.4% compared to the third quarter of 2022, and an increase of 54.7%…
Neville Ray plans to retire from T-Mobile, where he serves as President of Technology. Current Executive Vice President and Chief Network Officer Ulf Ewaldsson…
Citing robust networking demand and improved IC supply, Lumentum reported net revenue for its fiscal second quarter of 2023 of $506.0 million, up 13% year-over-year,…
Kyndryl reported revenues of $4.3 billion for the quarter ended December 31, 2022, a year-over-year decline of 6% and a 3% increase in constant…
A10 Networks reported record revenue of $77.6 million for its fourth quarter ended December 31, 2022, up 9.9% year-over-year. GAAP gross margin was 79.7%.…
A proposed “Foreign Adversary Communications Transparency Act” or FACT Act would require the FCC to publish a list of every entity that both holds…
Topic explorer
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Company ecosystem
Company hubs connect current reporting with longer-term coverage history and editorial context.