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TelecomExplainer
Channelling the Constellation: How Six Regulators Are Responding to Starlink
29 Oct 2026Read Research →
New
Media
The UK Online TV Switch: Policy Horizons in UK TV Distribution
This explainer sets out how UK Government policy on television distribution has evolved, from the analogue-to-digital switchover of 2007-2012 to the June 2026 media green paper, Watch this Space, which consults on ending digital terrestrial television (DTT) in either 2034 or 2044. It first lays out…
29 Oct 2026Explainer
Telecom
Sovereignty Stack at Risk: Three Tech Dependencies That Threaten Australia
Australia's digital economy now depends on three categories of infrastructure that are controlled, directly or indirectly, by US entities: frontier AI models, hyperscaler cloud and data centre services, and low Earth orbit (LEO) satellite connectivity. Assessed individually, each dependency carries…
19 OctReport
Digital Infrastructure
Firmus Pulls Its IPO: What Australia's AI Float Collapse Does (and Doesn't) Tell UsThis explainer examines the rise and collapse of Firmus' initial public offering, which would have been one of the largest technology listings in ASX history before the company withdrew it on 9 October 2026. It traces Firmus' evolution from a bitcoin-mining cooling specialist into an AI infrastruct…
12 OctMediaDuty of Care: Australia's Plan to Re-Engineer the Rules of Online EngagementThis report examines the Australian Government's proposed Online Safety Amendment (Digital Duty of Care) Bill 2026. It sets out the Bill's legislative strategy, the design-feature restrictions and algorithmic-choice mandates it would introduce, and the enforcement regime available to the eSafety Co…
12 OctDigital RegulationHow Open-Weight AI Is Redrawing the Frontier - and What China's DeepSeek Moment Means for AustraliaThe artificial intelligence industry is cleaving into two structurally distinct camps. On one side stand the closed frontier models - proprietary systems from Anthropic, OpenAI, and Google DeepMind, accessed exclusively via metered APIs, with weights that never leave vendor-controlled infrastructur…
6 OctTelecomAustralia Consumer Mobile Forecast 2026We expect consumer mobile revenue (both service and hardware) to grow at a CAGR of 3.6% over FY26/31. In FY26, we estimate that mobile constituted 63% of total consumer telecommunications revenue in Australia. We forecast this share will remain flat over the FY26/31 forecast period, as growth flows…
24 SeptDigital Regulation
Is Big Tech Weaponising AI Safety to Crush Open-Source Rivals?Between 2023 and 2026, the world's AI oligopoly shifted from publishing abstract ethical declarations to submitting comprehensive legislative blueprints to global policymakers. This explainer analyses the AI governance doctrines of Microsoft, OpenAI, Google, Anthropic, Meta, IBM, Amazon Web Service…
23 SeptTelecomAustralia Consumer Fixed Telecommunications Forecast 2026This report provides a comprehensive forecast and analysis of the Australian consumer fixed telecommunications market through 2031. It examines key drivers and trends across fixed broadband and voice-only services, including household penetration, ARPU dynamics, fixed wireless access growth, and sh…
16 SeptDigital RegulationNew Tax Ruling For Global Tech Giants: A Fight We Need To HaveThe Australian Taxation Office's royalty ruling TR 2026/2 marks a critical turning point for digital tax equity in Australia, addressing the long-standing tax asymmetry enjoyed by foreign tech giants. By reclassifying cloud computing, streaming, and SaaS revenues as intellectual property royalties,…
8 SeptMediaRestoring the Social Compact: The Next Steps for Australia's FTA TV IndustryWe recently wrote on the urgent need for a sovereign media strategy for Australia, detailing the legislative and policy levers the Federal Government must pull to rein in multinational digital platforms, close tax and regulatory loopholes, and protect national cultural infrastructure. The policy fa…
4 Sept
