Coherent Q4 financials see supply chain wins and scale-across opportunity
Nvidia-backed photonics vendor pulls in over $2 billion for the quarter
News - financial results
The latest news on networking, cloud, and AI infrastructure
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Ericsson sales drop again as component costs and network ‘pressure’ bite
Departing CEO Börje Ekholm warns rising component costs could see the vendor ‘pursue internal measures’ after laying off 1,600 staff
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Oracle Cloud Infrastructure revenue up 93% as firm's capex keeps climbing
Company expects spending of up to $95 billion for FY2027
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Ciena rides AI wave to 40% revenue surge as optical demand swamps supply
Optical networking giant posts strong margin expansion with CEO touting a long-term strategy aligned with 'structural, multi-year' AI opportunities
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Broadcom bets big on AI infrastructure as networking and XPU demand hits ‘insatiable’ levels
Hock Tan unveils $35 billion AI XPU platform as bookings nearly triple quarterly shipments
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HPE’s networking revenue soars 148% as AI buildout drives orders to more than double
CEO Neri says customers are ‘prioritizing AI’ though vendor faces mammoth backlog
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Everpure revenue rise 35% as new look data management firm rides memory shortage
Post-rebrand sees Everpure large deal wins and closes 1Touch Acquisition
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Anthropic signs $1.8B cloud contract with Akamai: report
Akamai announced major contract last week
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Nvidia-backed Coherent posts record quarter as AI infrastructure buildout accelerates optics demand
Optics supplier posts $1.81 billion in Q3 revenue and is on track to quadruple its indium phosphide production capacity amid supply rumblings
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Lumen splashes $475M on Alkira to become the one network to rule them all
Cash-flush firm sees software vendor key to stitching together its north-south and east-west ambitions
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Verizon CEO teases more fiber appetite, multibillion-dollar AI revenue opportunity
And that’s it’s through cutting 13,000 jobs
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Nokia goes all-in on optics as Infinera bet sparks 20% revenue surge
Vendor ramping factory capacity to feed soaring optical demand
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Ciena posts record $1.43B quarter but revenue held back by component crunch
Backlog swells to $7 billion as demand outstrips supply ‘for at least the next several quarters’
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Nvidia’s networking arm hits $31B as new 'cornerstone' of AI dominance
Jensen Huang declares ‘compute equals revenues’ as the big green giant continues to defy AI market skeptics
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Palo Alto Networks in endpoint dominion with Koi Security deal
Yet another acquisition announced as firm reveals latest financials
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Arista CEO Jayshree Ullal blunt on memory chip constraints
And warns of upcoming price increases
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Cloudflare has the edge in hyperscaler fight with booming Q4 results
Web giant also extols the virtues of agentic AI
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Nokia financials light on Nvidia, big on physical AI
Price tag of its China independence also revealed
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Ciena's AI wave crests on big deals & record revenue, though customer dependency risk looms
AT&T and two unnamed customers accounted for more than 43% of Ciena’s Q4 revenue
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HPE earnings sees Juniper bring the green on all fronts
But AI remains the catch
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Pure Storage’s Q3 revenue grows 16% despite net profit drop
Obstacles aside, the storage operator increased its full-year revenue and operating profit guidance
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Nutanix blames Trump's DOGE for federal sales slowdown
Cloud vendor cites personnel changes and additional reviews
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CrowdStrike turns outage compensation into customer retention win
Vendor leverages post-outage CCP program to test market demand for Falcon Flex, secures over 100 contract renewals while acquiring telemetry firm Onum
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Palo Alto Networks sees revenues rise as founder exits
Nir Zuk departs to ‘turn his attention to a new set of challenges’ while the vendor provides an update on its $20 billion CyberArk deal
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Intel dismantles network and edge unit
CCG revenue drops 3% despite absorbing edge business, as 'step in the right direction' leaves networks behind