Palo Alto Networks announced the retirement of founder and Chief Technology Officer Nir Zuk after nearly 20 years of shaping the company into a dominant force in cybersecurity. Zuk, who...
Telstra closed FY25 with its fourth consecutive year of underlying growth, driven by performance across Mobiles, Fixed Consumer & Small Business, Fixed Enterprise, InfraCo Fixed, and Amplitel. Reported EBITDA benefited...
Equinix (Nasdaq: EQIX) appointed Dr. Yanbing Li, Chief Product Officer at Datadog, to its Board of Directors. Li brings over two decades of leadership experience in AI, cloud, enterprise software,...
Cisco closed fiscal 2025 with accelerating AI infrastructure momentum, booking more than $2 billion in AI orders from webscale customers—over twice its original target—driven by hyperscaler deployments of large language...
A busy week lies ahead for the networking, AI infrastructure, and semiconductor sectors, with multiple earnings announcements and industry developments set to draw investor and market attention. Earnings Releases • CoreWeave –...
DigitalBridge Group is leaning hard into the AI infrastructure boom, pairing steady growth in fee-related earnings with a string of strategic moves aimed at removing the biggest constraints on hyperscale...
VIAVI closed fiscal 2025 with stronger revenue and profitability, driven by growth in its Network and Service Enablement and Optical Security and Performance Products segments. Fourth quarter net revenue reached...
Deutsche Telekom raised its full-year 2025 financial guidance following a strong second quarter marked by subscriber gains, AI-driven operational efficiencies, and continued network investment across key markets. On an organic...
Clearfield reported $49.9 million in revenue for its fiscal Q3 2025, marking a 2% year-over-year increase and surpassing internal guidance, primarily due to strength in its Clearfield Segment. Gross profit...
MACOM Technology Solutions reported strong financial results for its fiscal third quarter ended July 4, 2025, with revenue climbing to $252.1 million—up 32.3% year-over-year and 6.9% sequentially. GAAP net income...
TIM Group posted a 2.7% year-over-year increase in like-for-like revenues to €6.6 billion for the first half of 2025, driven by strong performance in both its domestic and Brazilian operations....
Arista Networks posted strong second quarter 2025 results, driven by demand for AI networking and data center infrastructure. Revenue rose to $2.205 billion, up 10% sequentially and 30% year-over-year, while...
Cloudera has acquired Taikun, a Czech-based platform provider specializing in Kubernetes and hybrid cloud infrastructure management, to expand its ability to deliver a unified “cloud anywhere” data and AI platform....
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