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Earnings Statements

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Amazon, Microsoft and Google command 63% of the cloud infrastructure services market

A new Synergy Research Group report reveals that while Amazon’s share slips, Microsoft and Google are gaining ground.
Dec. 9, 2025
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Dycom sees multi-billion dollar potential stemming from BEAD program awards.
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Dycom’s CEO says it has secured half a billion in verbal agreements for BEAD projects

Dec. 8, 2025
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Marvell is acquiring Celestial AI for $3.25 billion, a provider of photonic fabric technology platform for scale-up optical interconnection for data centers.
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Marvell’s Celestial AI deal broadens its data center opportunity funnel

Dec. 7, 2025
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CommScope’s CEO says there’s a resurgence in DOCSIS upgrade activity

Nov. 25, 2025
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Uniti’s Kinetic says it has the right MDU broadband product

Nov. 24, 2025
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Verizon to slash over 13K employees as part of customer-focused mission

Nov. 21, 2025
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Uniti’s hyperscaler fiber service sales funnel continues to grow

Nov. 20, 2025
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Cloud infrastructure services spending rose over $7.5B in Q3

Nov. 18, 2025
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Adtran’s CEO says a dethaw is occurring across the optical networking market

Nov. 17, 2025

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