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
T-Mobile US (NASDAQ: TMUS) reported strong third-quarter 2025 results, marking another record in customer growth and network leadership. The company delivered service revenues of $18.24…
AT&T Inc. reported third-quarter 2025 revenues of $30.7 billion, up 1.6% year over year, as strong fiber and wireless performance continued to drive growth…
Mueon launched today from stealth with $15.5 million in seed funding and a new modular data center architecture called Cubelets™, aimed at tackling the…
Nokia announced a major leadership restructuring, creating two new organizations focused on Technology and AI, and Corporate Development. The move is designed to sharpen…
On September 9, 2025 Synopsys posted third-quarter fiscal 2025 revenue of $1.74 billion, up 14% from $1.53 billion a year earlier. The results include…
Intel announced leadership changes aimed at strengthening its product lines, foundry business, and engineering culture. Kevork Kechichian, formerly at Arm, takes over the Data…
Broadcom posted $15.95 billion in revenue for its third fiscal quarter of 2025, a 22% year-over-year increase driven by accelerating demand for custom AI…
Ciena reported $1.22 billion in revenue for its fiscal third quarter ended August 2, 2025, marking a 29.4% year-over-year increase. GAAP net income rose…
Presented at the Citi 2025 Global TMC Conference American Tower CEO Steve Vondran outlined a sharpened strategic focus on developed markets, operational efficiency, and…
Credo Technology Group reported first quarter fiscal 2026 revenue of $223.1 million, a 274% increase year over year and 31% higher sequentially. GAAP gross…
Lumentum announced plans to raise $1.1 billion through a private placement of convertible senior notes due 2032, with an option for an additional $165…
Dell leans hard into AI infrastructure in Q2 FY26, shipping a record $8.2 billion of AI servers and lifting Infrastructure Solutions Group revenue 44%…
Marvell Technology reported record revenue of $2.006 billion for its second quarter of fiscal 2026, marking a 58% increase from a year earlier. GAAP…
Topic explorer
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Company ecosystem
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