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ANZ TMT · Premium Research Intelligence · Since 2010

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Australian Data Centre Interconnect Market: Set to Boom with AI Surge
New
Digital InfrastructureReport

Australian Data Centre Interconnect Market: Set to Boom with AI Surge

24 Apr 2026Read Research →
New
Telecom

ANZ Mobile Market Structure: Brand Segmentation Complete as Tech Frontiers and Regulatory Futures Beckon

The Australian mobile telecommunications market in 2026 is characterised by a sophisticated three-tiered hierarchy comprising premium flagship brands, operator-owned sub-brands, and independent MVNOs. New Zealand’s market is, by comparison, simpler. Consumer trust and persistent cost-of-living pres…

16 Apr 2026Report
Telecom

Telstra’s Mobile Price Hikes a Bitter Pill - For A Healthier Industry

This report analyses the 2024–2026 surge in Australian mobile pricing, led by Telstra’s May 2026 adjustments. It explores competitive responses, the strategic role of sub-brands like Boost and amaysim, and the fiscal imperative of price increases to sustain infrastructure investment amidst rising c…

27 MarReport
The Empire Strikes Back - Free TV Industry’s Drive for Young ViewersThis report examines the 2025 Australian Total TV landscape, focusing on the structural stabilisation of free-to-air viewing. It analyses consistent consumption volumes, the rapid growth of Broadcaster Video on Demand (BVOD) as a share of free TV, and the dominant competitive standing of broadcaste…
26 Mar
Paramount’s US$111bn WBD deal: Seismic Shift for Australian TV MediaThis report examines Paramount’s US$111 billion acquisition of Warner Bros. Discovery and its profound implications for the Australian media landscape. It addresses the strategic consolidation of streaming platforms like Paramount+ and Max, the technological integration of Network 10 into the wider…
19 Mar
2026 Australia Data Centre Outlook - Southern Hub Investment Drives GrowthThis report examines the structural forces redrawing the Australian data centre investment landscape through 2030. It provides detailed capacity and revenue forecasts segmented by operator, geography, and customer type. The analysis explores the impact of the generative AI boom, the emergence of 'N…
11 Mar
2026 New Zealand Data Centre Outlook - investment surge boosts capacity growthNew Zealand's digital infrastructure is currently experiencing a significant acceleration in capital inflow. The market is rapidly evolving from a geographically isolated digital terminus into a strategic transit hub, supported by a mix of global hyperscalers, local telecommunications incumbents, a…
6 Mar
Nine/SXL Results Highlight Digital ProspectsThe Australian media sector is undergoing a significant structural shift as legacy broadcasters pivot toward digital-first models to combat the decline of linear advertising. This report analyzes Nine Entertainment's strategy of digital specialization and portfolio optimization, including its acqui…
27 Feb
Hyperscale Data Centre Growth Threatens ANZ Telco Revenues and Digital SovereigntyThis report examines the rapid evolution of the Australian and New Zealand data centre sectors as they transition from local colocation markets into critical nodes for global AI computation. It analyzes the macro drivers of this growth, including the emergence of 'AI Factories' and the impact of so…
23 Feb
Restructured Australian Media Aims to Resist Global Digital DominanceThe Australian media industry underwent a fundamental realignment in early 2026, driven by the need for scale to compete with global digital giants. This report details the merger between Seven West Media and Southern Cross Austereo to form a 'Total TV and Audio' platform, alongside Nine Entertainm…
20 Feb
Radio Listening Grows, as Digital Advertising Scale ExpandsThis report analyzes the structural transformation of the Australian radio industry into a 'Total Audio' ecosystem. It details how commercial radio has achieved record audience reach of 15 million weekly listeners by integrating broadcast, streaming, and podcasting. The analysis covers audience con…
13 Feb

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