Financials

Broadcom reported record financial results for the fourth quarter and full fiscal year 2025, driven by accelerating demand for AI-focused semiconductors and sustained growth in infrastructure software. Fourth-quarter revenue reached...

Oracle posted strong fiscal Q2 2026 results as cloud momentum accelerated and large AI-related commitments drove Remaining Performance Obligations (RPO) to a record $523 billion, up 438% year-over-year. Revenue climbed...

ECL named longtime cloud and infrastructure executive Michael Glickman as president to accelerate the global rollout of its FlexGrid-powered AI data centers. Reporting to founder and CEO Yuval Bachar, Glickman...

HPE wrapped up fiscal 2025 with a sharp acceleration in AI infrastructure and networking demand, booking $9.7 billion in Q4 revenue—up 14% year-over-year—as the company began to absorb the Juniper...

Marvell posted record quarterly revenue in Q3 FY2026 as demand surged across data-center silicon, lifting both top-line results and forward guidance. The company reported $2.075 billion in revenue, up 37%...

Dell Technologies lifted its full-year AI infrastructure outlook after reporting strong Q3 FY26 results, driven by record AI-optimized server demand and a rapidly expanding multi-quarter pipeline. Q3 revenue reached $27.0...

Nokia broke ground today on a major new innovation campus in Ottawa, anchoring a long-term commitment to Canada’s leadership in AI-powered networks, quantum-safe infrastructure, and next-generation 6G connectivity. The nearly...

Semtech reported Q3’26 revenue of $267 million, up 13% year-over-year, driven by continued strength in data center signal-integrity products and expanding IoT deployments. GAAP gross margin reached 51.9%, while adjusted...

Keysight ended fiscal year 2025 with fourth-quarter revenue of $1.42 billion, up 10% from a year earlier, driven by strong performance in commercial communications, aerospace and defense, and semiconductor test. GAAP...

euNetworks has appointed industry veteran Nick Walden as Chief Revenue Officer, effective 2 December 2025, strengthening its commercial leadership as demand for high-capacity European bandwidth continues to rise. Walden will...

Nokia unveiled a sweeping corporate reset at its 2025 Capital Markets Day, outlining a strategy designed to capture the value of AI-driven network transformation. The company reorganized its operations into...

Lambda secured more than $1.5 billion in Series E funding to accelerate construction of its next wave of AI factories. The round was led by TWG Global, with participation from...

Palo Alto Networks opened fiscal 2026 with a 16% year-over-year revenue increase, reporting $2.5 billion for the quarter ending October 31. Next-Generation Security ARR climbed 29% to $5.9 billion, while...