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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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Apple Q1 2026: Five Things to Watch
New
Digital PlatformsEquity Insights

Apple Q1 2026: Five Things to Watch

1 May 2026Read Research →
New
Digital Platforms

Amazon Q1 2026: Five Things to Watch

AWS 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 2026Equity Insights
Meta Q1 2026: Five Things to Watch
Digital Platforms·1 May

Meta Q1 2026: Five Things to Watch

Meta'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…

Alphabet Q1 2026: Five Things to Watch
Digital Platforms·1 May

Alphabet Q1 2026: Five Things to Watch

A $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…

Digital Platforms

Microsoft Q1 2026: Five Things to Watch

Microsoft delivered fiscal Q3 (March 2026) revenue of $82.89 billion, up 18% year-on-year, with EPS of $4.27 beating consensus by twenty-one cents. Azure grew 40% in constant currency, lifting total Microsoft Cloud revenue to $54.5 billion and pushing commercial remaining performance obligations to…

1 MayEquity Insights
Microsoft’s $25B Australian Investment: Avoiding AI’s Technology Lock-InThis report analyses the strategic logic of Microsoft’s Australian expansion, the financial necessity of future price hikes, the resulting risks of a global AI oligopoly, and the specific steps Australian firms must take to manage their exposure to this emerging dependency.
30 Apr
Australian Data Centre Interconnect Market: Set to Boom with AI SurgeAustralia’s connectivity needs are unique, driven by the dual necessity of internal metropolitan efficiency and external global reach. The Data Centre to Data Centre Interconnect (DCI) market serves as the nervous system of our digital economy, facilitating the exchange of data between geographical…
24 Apr
ANZ Mobile Market Structure: Brand Segmentation Complete as Tech Frontiers and Regulatory Futures BeckonThe 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
Datagrid’s NZ Data Centre Moves to Implementation - ANZ Becomes Key Node in Global Digital InfrastructureThis report analyses the strategic development of Datagrid’s hyperscale data centre in Southland, New Zealand, and the associated Tasman Ring subsea cable network. It explores how the project leverages New Zealand’s renewable energy and cool climate to create a globally competitive 'AI Factory.' Th…
2 Apr
US Verdicts Hit Meta and YouTube - Implications for ANZ Social Media RegulationThis report analyzes the impact of landmark March 2026 US jury verdicts against Meta and YouTube on social media regulation in Australia and New Zealand. It explores how findings of negligent design and executive knowledge of harm provide a legal foundation for Australia's under-16 social media ban…
31 Mar
Telstra’s Mobile Price Hikes a Bitter Pill - For A Healthier IndustryThis 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 Mar
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

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Latest Research

Digital PlatformsMay 2026

Apple Q1 2026: Five Things to Watch

Read report →
Digital PlatformsMay 2026

Amazon Q1 2026: Five Things to Watch

Read report →
Digital PlatformsMay 2026

Meta Q1 2026: Five Things to Watch

Read report →
Digital PlatformsMay 2026

Alphabet Q1 2026: Five Things to Watch

Read report →
Digital PlatformsMay 2026

Microsoft Q1 2026: Five Things to Watch

Read report →
Digital PlatformsMay 2026

Apple Q1 2026: Five Things to Watch

Read report →
Digital PlatformsMay 2026

Amazon Q1 2026: Five Things to Watch

Read report →
Digital PlatformsMay 2026

Meta Q1 2026: Five Things to Watch

Read report →
Digital PlatformsMay 2026

Alphabet Q1 2026: Five Things to Watch

Read report →
Digital PlatformsMay 2026

Microsoft Q1 2026: Five Things to Watch

Read report →
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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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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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