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ANZ TMT · Premium Research Intelligence · Since 2010

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Proprietary forecasts, primary surveys and strategic analysis — built exclusively for Australia and New Zealand’s B2B decision-makers.

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21.6% Decline for Cogent Leads Mixed Digital Infrastructure Performance in May 2026
New
Digital InfrastructureMonthly Commentary

21.6% Decline for Cogent Leads Mixed Digital Infrastructure Performance in May 2026

3 June 2026Read Research →
New
Telecom

Megaport Surges 69% as AI Infrastructure Demand Offsets Tuas Acquisition Collapse

The 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 June 2026Monthly Commentary
15.4% Surge in oOh Media Leads Sector as M&A Activity Offsets Governance Turmoil
Media·1 June

15.4% Surge in oOh Media Leads Sector as M&A Activity Offsets Governance Turmoil

The 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…

New Spectrum Taxes: Why “Business As Usual” is a Perilous Assumption
Telecom·22 May

New Spectrum Taxes: Why “Business As Usual” is a Perilous Assumption

The 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…

Media

FTA TV Recovery Requires Ad Agency Re-set: Moving from Clicks to Value

This 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 MayReport
Apple Q1 2026: Five Things to WatchiPhone revenue grew 22% last quarter with Cook calling demand 'off the charts.' The bull case is that Apple's on-device AI — Apple Intelligence, a personalised Siri, and Gemini integration — creates a durable reason to upgrade that the market has not yet priced. The bear case is that most iPhone us…
1 May
Microsoft 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 May
Digital Infrastructure Surges in April 2026 on Record Data Center Utilization and Graphene Breakthroughs
1 May
EQUITY INSIGHT SERIES | Q1 2026: Big Tech Q1 2026 EarningsThe Q1 2026 earnings season for Big Tech marked a pivotal shift in investor sentiment regarding artificial intelligence. While Microsoft, Alphabet, Meta, Amazon, and Apple all exceeded revenue expectations, the market's reaction diverged based on the clarity of AI-driven returns. This analysis expl…
1 May
Telco Sector Surges in April 2026 as Megaport and Codan Deliver Major Contract and Guidance Upgrades
1 May
Alphabet Q1 2026: Five Things to WatchA $462 billion Cloud backlog nearly doubling quarter-on-quarter is the single most impressive data point of the entire earnings season. Management says more than half should convert within 24 months, implying a minimum $230 billion revenue tailwind. That trajectory would make Cloud the dominant dri…
1 May
Amazon Q1 2026: Five Things to WatchAWS delivered a 37.7% operating margin in Q1 2026, up from 32.7% a year earlier. The source of the expansion — Trainium and Graviton custom silicon displacing expensive Nvidia GPUs — is real and structural. The risk is that as Trainium commitments convert to live workloads, the support and operatio…
1 May
Meta Q1 2026: Five Things to WatchMeta's ad revenue grew 33% last quarter, powered by algorithmic improvements compounding since 2022. The company has not disaggregated how much of that growth is attributable to Advantage+ AI targeting versus underlying demand recovery. Until it does, investors cannot assess whether the $125-145 bi…
1 May

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Latest Research

Digital InfrastructureJune 2026

21.6% Decline for Cogent Leads Mixed Digital Infrastructure Performance in May 2026

Read report →
TelecomJune 2026

Megaport Surges 69% as AI Infrastructure Demand Offsets Tuas Acquisition Collapse

Read report →
MediaJune 2026

15.4% Surge in oOh Media Leads Sector as M&A Activity Offsets Governance Turmoil

Read report →
TelecomMay 2026

New Spectrum Taxes: Why “Business As Usual” is a Perilous Assumption

Read report →
MediaMay 2026

FTA TV Recovery Requires Ad Agency Re-set: Moving from Clicks to Value

Read report →
Digital InfrastructureJune 2026

21.6% Decline for Cogent Leads Mixed Digital Infrastructure Performance in May 2026

Read report →
TelecomJune 2026

Megaport Surges 69% as AI Infrastructure Demand Offsets Tuas Acquisition Collapse

Read report →
MediaJune 2026

15.4% Surge in oOh Media Leads Sector as M&A Activity Offsets Governance Turmoil

Read report →
TelecomMay 2026

New Spectrum Taxes: Why “Business As Usual” is a Perilous Assumption

Read report →
MediaMay 2026

FTA TV Recovery Requires Ad Agency Re-set: Moving from Clicks to Value

Read report →
View all 2,000+ reports→

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Proprietary research and forecasts built for ANZ decision-makers — since 2010.

01

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02

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07

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Venture Insights is Australia and New Zealand's only independent research firm dedicated to Telco, Media, Enterprise ICT, Digital Infrastructure and Platforms. Since 2010, we have helped industry leaders navigate complex market shifts with sovereign intelligence.

David Kennedy

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