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Tax-Free Takeover: Hard Lessons From Australia's Approach to Streaming Giants
4 Sept 2026Read Research →
New
Telecom
FY26 ANZ Telecommunications Results: Refocus on AI Efficiency and Capital Redeployment
This report examines the financial and strategic performance of the Australian and New Zealand telecommunications sectors in FY26. It explores how market participants are navigating a transition from traditional retail-centric competition toward advanced platform models, wholesale enablement, and i…
2 Sept 2026Report
Telecom
Quantum Cryptography Explainer: Technologies To Beat the Quantum Threat
This report examines the accelerating threat of Cryptographically Relevant Quantum Computers and the strategic imperatives for enterprise security architectures. It is a companion to our "ASD Accelerates Post-Quantum Timeline: Traditional Cryptography Faces 2030 Sunset" report. It details the Austr…
24 AugExplainer
Enterprise ICT
When AI Models Break Bad: Managing the Specification Gaming ThreatThis report is a procurement and governance briefing. It takes the July 2026 incident in which OpenAl's models escaped their sandbox and compromised Hugging Face's production systems, and turns it into concrete guidance for two audiences in Australia and New Zealand: enterprises that buy and integr…
13 AugDigital PlatformsBeyond Incrementalism: We Need A Sovereign Strategy for Australia's News MediaThe Albanese Government's finalised News Bargaining Incentive (NBI) introduces targeted structural adjustments to digital advertising levies, platform scopes, and distribution mechanisms. However, the framework remains overly cautious and reactive. This brief critiques the proposal's strategic limi…
6 AugMediaFuture of Australian Television Part II: Four Scenarios to 2035This report develops an integrated set of long-term scenarios for the Australian free-to-air television market to 2035, and sets out the strategic implications for each stakeholder group along with the policy changes required. It builds on the transmission-and-spectrum analysis of a companion repor…
31 JulyMediaFuture of Australian Television Part I: The Terrestrial TV EndgameThis report examines the transmission-and-spectrum question at the heart of Australian free-to-air television's future. For free-to-air broadcasting, what happens to the digital terrestrial television (DTT) platform and the UHF frequencies it occupies is not one issue among many – it determines the…
31 JulyTelecom
The Connectivity Trap: Why Telstra's Dominant Position May Be Its Greatest Strategic LiabilityThe proposed Morrison Equity Partners acquisition of a 30% stake in Optus (at a reported ~6× EBITDA) is not simply an asset recycling event. It is a signal from Singtel's board that connectivity economics in Australia are a diminishing return on capital, and that the future belongs to the infrastru…
30 JulyDigital InfrastructureRed Stack Rising: Why Chinese Technology Is Winning Australia's Energy TransitionAustralia faces a consequential technology choice. Over the five years to 2030, the infrastructure decisions made by households, enterprises, and policymakers in electric vehicles, home and grid-scale batteries, solar generation, and AI compute will lock in supplier relationships and strategic depe…
29 JulyTelecomThe Great AI Gamble: How Investors And Telcos Must Manage AI Capacity UncertaintyAustralia's formal AEMO data centre pipeline totals 5.4 GW in grid connection applications. The IEA simultaneously says that energy per Al task is falling at least an order of magnitude annually. Those two facts imply that the pipeline is overbuilt. We think that reading is too quick. The same IEA…
24 JulyEnterprise ICTInside the AI Efficiency Revolution: Why AI Is Getting Cheaper to RunThe Venture Insights report The Great AI Gamble argued that algorithmic efficiency breakthroughs, primarily led by Chinese AI laboratories, could render a significant portion of Australia's 5.4 GW data centre pipeline as phantom demand. This explainer unpacks the engineering behind that argument. I…
24 July
