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
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.…
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…
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…
Applied Optoelectronics, Inc. (NASDAQ: AAOI) reported third-quarter 2025 revenue of $118.6 million, up 82% year-over-year, driven by record performance in its CATV segment. The…
BT Group expanded its Openreach full fibre broadband footprint to 20.3 million homes and businesses in the first half of fiscal 2026, marking a…
Arm Holdings posted a strong second quarter for fiscal 2026, with revenue rising 34% year-over-year to $1.14 billion — its third consecutive billion-dollar quarter.…
Qualcomm closed fiscal 2025 with record results for its QCT semiconductor business, driven by double-digit growth across handsets, automotive, and IoT. Annual GAAP revenue…
Astera Labs reported record quarterly revenue of $230.6 million for the third quarter of fiscal 2025, up 20% from the prior quarter and 104%…
Arista Networks (NYSE: ANET) reported third-quarter 2025 revenue of $2.308 billion, up 4.7% from Q2 and 27.5% from the same period a year ago,…
AMD reported record revenue of $9.2 billion for Q3 2025, up 36% year-over-year, with non-GAAP net income rising to $2 billion and earnings per…
Meta Boosts 2025 CapEx to $72B as AI Infrastructure Drives Next Wave of Investment Meta Platforms reported third-quarter 2025 revenue of $51.2 billion, up…
Alphabet reported a strong third quarter for 2025, surpassing $100 billion in quarterly revenue for the first time as it continued to scale its…
Microsoft reported a big start to its fiscal year 2026, driven by surging demand for cloud and AI infrastructure. Revenue for the quarter ending…
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