Financials

DigitalBridge Group is leaning hard into the AI infrastructure boom, pairing steady growth in fee-related earnings with a string of strategic moves aimed at removing the biggest constraints on hyperscale...

VIAVI closed fiscal 2025 with stronger revenue and profitability, driven by growth in its Network and Service Enablement and Optical Security and Performance Products segments. Fourth quarter net revenue reached...

Deutsche Telekom raised its full-year 2025 financial guidance following a strong second quarter marked by subscriber gains, AI-driven operational efficiencies, and continued network investment across key markets. On an organic...

Clearfield reported $49.9 million in revenue for its fiscal Q3 2025, marking a 2% year-over-year increase and surpassing internal guidance, primarily due to strength in its Clearfield Segment. Gross profit...

MACOM Technology Solutions reported strong financial results for its fiscal third quarter ended July 4, 2025, with revenue climbing to $252.1 million—up 32.3% year-over-year and 6.9% sequentially. GAAP net income...

TIM Group posted a 2.7% year-over-year increase in like-for-like revenues to €6.6 billion for the first half of 2025, driven by strong performance in both its domestic and Brazilian operations....

Arista Networks posted strong second quarter 2025 results, driven by demand for AI networking and data center infrastructure. Revenue rose to $2.205 billion, up 10% sequentially and 30% year-over-year, while...

Cloudera has acquired Taikun, a Czech-based platform provider specializing in Kubernetes and hybrid cloud infrastructure management, to expand its ability to deliver a unified “cloud anywhere” data and AI platform....

Crusoe has hired Erwan Menard as Senior Vice President of Product Management, strengthening its leadership team as demand for AI infrastructure accelerates. Menard previously led product management for Cloud AI...

Comcast reported second quarter 2025 revenue of $30.3 billion, up 2.1% year-over-year, with net income jumping to $11.1 billion due to a $9.4 billion gain from the sale of its...

Qualcomm reported fiscal third-quarter 2025 revenue of $10.4 billion, up 10% year-over-year, driven by record automotive revenues and continued strength in IoT. The company posted GAAP earnings per share of...

Telefónica confirmed its 2025 financial guidance after posting solid results in the first half of the year, led by growth in Spain and Brazil during the second quarter. The company...

Meta posted revenue of $47.5 billion in Q2 2025, up 22% year-over-year, with operating income rising 38% to $20.4 billion and net income climbing 36% to $18.3 billion. Daily active...