Financials

Presented at the Citi 2025 Global TMC Conference American Tower CEO Steve Vondran outlined a sharpened strategic focus on developed markets, operational efficiency, and disciplined capital allocation during remarks at...

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 margin reached 67.4%, while non-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 million. The financing, notable for its...

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% to $16.8 billion. Total revenue reached...

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 net income reached $194.8 million, or...

NVIDIA reported revenue of $46.7 billion for the second quarter of fiscal 2026, up 6% sequentially and 56% year-over-year, as demand for Blackwell GPUs accelerated across data center, gaming, professional...

CrowdStrike reported strong Q2 FY26 results, posting revenue of $1.17 billion, up 21% year-over-year, with subscription revenue at $1.10 billion. Annual recurring revenue (ARR) grew 20% to $4.66 billion, including...

Palo Alto Networks posted strong financial results for fiscal Q4 2025, with revenue climbing 16% year over year to $2.54 billion and non-GAAP net income reaching $673 million, or $0.95...

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 –...