.svg?dpl=dpl_D1XaCDvBbHbBAdQYBT87YTVNUW26){kind=logo}
Independent ANZ TMT research · since 2010
Forecasts, surveys & strategic analysis for the ANZ digital economy.
2,000+ reports · 15+ yearsof ANZ data · trusted by leading telco, media & ICT firms.
INTELLIGENCE
Browse allLatest Research
New
Enterprise ICTReport
Frontier AI is Now a Weapon: US Recall of Claude Fable 5 Exposes Australia's and New Zealand's Digital Blind Spot
12 June 2026Read Research →
New
Digital Infrastructure
Australia's AI Bargain: Capital Without Control
Australia is absorbing large-scale AI infrastructure investment — led by Anthropic and Microsoft — under a policy framework that is deliberately non-binding. The National AI Plan (2026) positions Australia as a destination for foreign AI capital but imposes no mandatory guardrails on frontier AI de…
11 June 2026Brief
Telecom
Explainer: Starlink LEOSat technology evolution
This explainer analyses the rapid technological iteration of SpaceX’s Starlink satellite constellation, tracing its evolution from the 20 Gbps V1 baseline to the upcoming 1 Tbps V3 satellites. It explores how these advancements shift Starlink from a niche rural provider to a direct competitor for t…
5 JuneExplainer
Media
Australia Advertising Expenditure Forecast 2026We forecast the total advertising market to grow at a 3.6% CAGR over the next five years, stabilised after a period of pandemic and post-pandemic disruption. Overall, the momentum of digital will be blunted by technological disruption. The beneficiaries are the ‘traditional’ media who will improve…
4 JuneDigital Infrastructure21.6% Decline for Cogent Leads Mixed Digital Infrastructure Performance in May 2026The digital infrastructure sector saw divergent performance in May 2026, characterized by aggressive capital raising and strategic divestments. Cogent Communications led the downside with a 21.6% decline following a major asset sale, while Nextdc rose 7.0% on the back of a significant $1.8 billion…
3 JuneTelecomMegaport Surges 69% as AI Infrastructure Demand Offsets Tuas Acquisition CollapseThe Telco sector in May 2026 was defined by extreme volatility driven by AI infrastructure pivots and failed M&A activity. Megaport emerged as the top performer with a 69.4% surge following major contract wins, while Tuas saw its market value collapse by 65.0% after the termination of its M1 Limite…
3 JuneMedia15.4% Surge in oOh Media Leads Sector as M&A Activity Offsets Governance TurmoilThe media sector experienced significant divergence in May 2026, characterised by aggressive M&A activity and governance setbacks. oOh Media emerged as the top performer with a 15.4% increase following a bidding war, while ARN Media fell 10.7% amid a shareholder revolt and substantial revenue losse…
1 JuneTelecom
New Spectrum Taxes: Why “Business As Usual” is a Perilous AssumptionThe Australian Communications and Media Authority (ACMA) has finalised a $7.32 billion spectrum license renewal fee, a decision that has met with significant industry resistance. This report analyzes the disconnect between regulatory pricing models and the emerging reality of the digital economy, w…
22 MayMediaFTA TV Recovery Requires Ad Agency Re-set: Moving from Clicks to ValueThis report analyses the Australian free-to-air (FTA) television landscape, focusing on the shift from traditional broadcast to Broadcaster Video on Demand (BVOD). It explores the correlation between GDP growth and advertising expenditure, the impact of media agency incentive structures on TV's mar…
15 MayDigital PlatformsMicrosoft Q1 2026: Five Things to WatchAzure grew 40% in the March quarter and management guided for modest acceleration in the second half of calendar 2026. The $627 billion commercial backlog gives credibility to that claim. What it does not explain is how Azure sustains velocity when gross margin on cloud is compressing under soaring…
1 MayTelecomTelco Sector Surges in April 2026 as Megaport and Codan Deliver Major Contract and Guidance Upgrades
1 May
