Financials

Dell Technologies lifted its full-year AI infrastructure outlook after reporting strong Q3 FY26 results, driven by record AI-optimized server demand and a rapidly expanding multi-quarter pipeline. Q3 revenue reached $27.0...

Nokia broke ground today on a major new innovation campus in Ottawa, anchoring a long-term commitment to Canada’s leadership in AI-powered networks, quantum-safe infrastructure, and next-generation 6G connectivity. The nearly...

Semtech reported Q3’26 revenue of $267 million, up 13% year-over-year, driven by continued strength in data center signal-integrity products and expanding IoT deployments. GAAP gross margin reached 51.9%, while adjusted...

Keysight ended fiscal year 2025 with fourth-quarter revenue of $1.42 billion, up 10% from a year earlier, driven by strong performance in commercial communications, aerospace and defense, and semiconductor test. GAAP...

euNetworks has appointed industry veteran Nick Walden as Chief Revenue Officer, effective 2 December 2025, strengthening its commercial leadership as demand for high-capacity European bandwidth continues to rise. Walden will...

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. The company reorganized its operations into...

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 by TWG Global, with participation from...

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 climbed 29% to $5.9 billion, while...

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 company cited strong demand for its...

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 record build of 2.2 million premises...

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. Royalty revenue grew 21% to a...

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 rose 14% to $44.3 billion, while...

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% year over year. Growth was fueled...