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
Broadcom and Google have signed long-term agreements covering custom AI processors and rack-level infrastructure, extending their collaboration on hyperscale AI systems through 2031. The…
Huawei reported 2025 revenue of CNY880.9 billion ($122 billion USD) and net profit of CNY68 billion ($9.4 billion USD), maintaining steady performance despite ongoing…
POET Technologies reported fourth quarter 2025 financial results and outlined a transition from R&D-driven operations to commercial execution, backed by significant capital inflows and…
Marvell Technology reported record revenue for its fiscal year 2026, reflecting continued demand for AI infrastructure and data center connectivity silicon. The company posted…
Applied Optoelectronics, Inc. reported record fourth quarter revenue of $134.3 million, up from $100.3 million in Q4 2024 and $118.6 million in Q3 2025. The…
AI infrastructure spending accelerated again as NVIDIA posted record results and laid out a roadmap centered on inference economics, next-generation platforms, and “AI factory”…
Nile appointed Frank Wiacek as Chief Revenue Officer, placing him in charge of global sales, partnerships, and go-to-market execution as the company expands its…
GlobalFoundries (GF) reported fourth-quarter 2025 revenue of $1.83 billion and highlighted silicon photonics, advanced packaging, and GaN power as central growth engines tied to…
Cloudflare reported fourth quarter revenue of $614.5 million, up 33.6% year-over-year, and full-year 2025 revenue of $2.17 billion, up 29.8%, as demand for distributed networking,…
Ribbon Communications reported fourth-quarter and full-year 2025 financial results, citing customer project delays and budget timing as headwinds in Q4, while highlighting strong bookings…
Amazon Web Services delivered revenue of $35.6 billion in the fourth quarter of 2025, up 24% year over year, marking its fastest growth rate in…
MACOM opened fiscal 2026 with higher revenue and expanding profitability, driven by demand across its Industrial & Defense, Data Center, and Telecommunications markets. The…
SiTime reported strong fourth-quarter and full-year 2025 results, driven by sustained growth in its Communications, Enterprise and Datacenter (CED) business, which the company said…
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Company ecosystem
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