Slowing 5G spend in developed markets will continue to hamper earnings into the new year.

Cybersecurity companies' stocks dropped; Palo Alto Networks talked acquisition strategy; and AMD reflected on integrating Xilinx.

Security companies report strong earnings; VMware loses a trio of top execs; and Forrester analysts talk zero trust principles.

The secure access service edge framework continued to make waves across the networking and security markets.

Networking and security executive Tom Gillis, cloud executive Mark Lohmeyer, and modern application executive Ajay Patel are set to leave.

Cisco plans to cut more than 4,000 jobs; and a Native American network lead pushes for transparency.

The Cider Security acquisition is reportedly worth $3 million; the DoD partnership "is one of the largest software deals in Palo Alto Networks’ history," CEO Nikesh Arora said.

Verizon's third-quarter results are tanked by consumer offerings; Ericsson's results show ongoing challenges; and Broadcom confronts VMware concerns.

Nokia posts robust Q3 results; Juniper predicts a $120B 5G revenue increase in 2023; and OutSystems points to developer retention challenges.

“Our results from the third quarter were not yet where we would like them to be,” Verizon CFO Matt Ellis bluntly stated.

“We haven't made a big splash about standalone core, but we have a standalone core deployed," AT&T's Chris Sambar said.

Modern business success must also be defined through a social lens, Ericsson's Head of Sustainability Bhushan Joshi said.

Cogent also gained a $1 billion services agreement from T-Mobile US in the deal that it will likely not have to fulfill.

“There is definitely a higher level of engagement from VMware customers ... and they’re more open to discussions with us,” Nutanix CEO Rajiv Ramaswami said.

CEO Gary Smith remains confident in the vendor's 2023 outlook based on visibility and order backlog.

“We continue to see robust customer demand in the market and a high-quality, durable sales pipeline,” HPE CEO Antonio Neri said.

T-Mobile, Elon Musk's SpaceX collab; Buoyant releases latest version of Linkerd; and VMware reports financials prior to Broadcom acquisition.

CEO Raghu Raghuram did offer up a tepid quote tied to the earnings, noting that “we are pleased with our performance in Q2.”

The cyber industry ranks low in IBD tracker; Kraft Group, Dell renovate Gillette Stadium's IT infrastructure; and T-Mobile's ESG progress.

"The largest enterprise [SASE] deal is head-to-head with two vendors. Very rarely do we see a third," CEO Nikesh Arora said.

"We have an opportunity to partner with them as a – what I would call subcontractor – where they already have sales forces and relationships," Dish's Charlie Ergen said.

House votes to pass CHIPS and Science bill; Intel's revenue decline; and social sustainability tops environmental sustainability, IDC reports.

The CHIPS Act will provide $1.5 billion to target public wireless supply-chain innovation; the U.S. changes gears on patent enforcements.

Cisco, Fortinet grow K-12 security training; Microsoft on climate action transparency; and bringing corporate sustainability to light.