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Forecasts, surveys & strategic analysis for the ANZ digital economy.
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TelecomReport
How Regulation Squeezes Investment in Telco Network Resilience: What Needs to Change
9 July 2026Read Research →
New
Digital Platforms
Nine/Microsoft news deal points to the alternative to News Media Bargaining conflict
This landmark deal allows Copilot to utilise full-text articles from Nine's mastheads, including paywalled content, to inform and 'ground' its AI search. The agreement facilitates the generation of summaries and headlines with direct attribution and click-through links, establishing a new commercia…
6 July 2026Brief
Telecom
Moose Mobile's TPG Shift Ignites Price War as MVNO Growth Slows
Swoop Holdings' decision to move Moose Mobile's 135,000 subscribers from Optus to TPG Telecom aims to reduce wholesale costs and boost margins by 50%. This migration, however, introduces significant churn risk in a maturing MVNO market, where growth is projected to slow to 3-4% by FY31. The move ha…
29 JuneBrief
Enterprise ICT
Frontier AI is Now a Weapon: US Recall of Claude Fable 5 Exposes Australia's and New Zealand's Digital Blind SpotThe abrupt global suspension of Anthropic’s Claude Fable 5 and Mythos 5 artificial intelligence models on June 12, 2026, represents a critical shift in the geopolitics of advanced technology. By using export control authorities to restrict access to software models, the United States government has…
25 JuneDigital InfrastructureAustralia's AI Bargain: Capital Without ControlAustralia 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 JuneTelecomStarlink IPO: What It Means for Australian Investors and the ANZ Connectivity MarketThe SpaceX IPO is not just another tech listing — it is the largest in financial history. SpaceX is targeting a 12 June 2026 Nasdaq listing under the ticker SPCX, with share pricing confirmed after market close on 11 June at US$135 per share, targeting a valuation of US$1.75 trillion. This eclipses…
11 JuneTelecomSpaceX’s Starlink Ambition: How LEOSat Threatens Telcos’ Grip on the ANZ Connectivity MarketThis report explores the impact of expanding Starlink LEOSat capacity in the ANZ market, and how domestic telecommunications operators in these markets will be affected by growing competition from Starlink broadband and mobile services.
5 JuneTelecom
Explainer: Starlink LEOSat technology evolutionThis 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 JuneDigital PlatformsAustralia 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 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 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 June
