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
Deutsche Telekom completed the previously-announced, partial sale of its tower business in Germany and Austria, which is combined in the GD Towers unit, to…
Citing weaker handset demand and inventory drawdown, Qualcomm reported revenue of $9.463 billion for the first quarter of its fiscal 2023, down 12% compared…
In its Q4 financial report, Amazon reported that AWS segment sales increased 20% year-over-year to $21.4 billion. However, operating income dipped to $5.205 billion…
For its second quarter of fiscal 2023 VIAVI Solutions reported net revenue of $284.5 million. GAAP net income was $8.4 million, or $0.04 per…
Meta reported Q4 and full year 2022 revenue of $32.17 billion and $116.61 billion, a decrease of 4% and 1% year-over-year for the fourth…
Nokia reported Q4 2022 sales of EUR 7.449 billion, up 16% over the same period in 2021 (up 11% y-o-y in constant currency). Full…
“Despite the economic and market headwinds, we continued to make good progress on our strategic transformation in Q4, including advancing our product roadmap and…
F5 Networks reported revenue of $700 million for its first quarter of fiscal year 2023, up 2% from from $687 million in fiscal year…
Calix reported Q4 2022 revenue of $244.5m (GAAP), increasing 39% compared with the same quarter a year ago. Driven by this demand, systems revenue…
Extreme Networks reported quarterly revenue of $318.3 million, up 13% year-over-year, and up 7% quarter-over-quarter. GAAP diluted EPS was $0.13, compared to $0.10 in…
Microsoft reported revenue of $52.7 billion for its fiscal quarter ended 31-Dec-2022, up 2% yoy. Diluted earnings per share was $2.20 GAAP and $2.32…
Nokia signed a new cross-license patent agreement with Samsung following the expiry of the previous agreement at the end of 2022. Under the agreement,…
Topic explorer
Use these curated entry points to move from the category overview into specific technologies, markets and the reporting attached to them.
Company ecosystem
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