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TelecomReport
The Connectivity Trap: Why Telstra's Dominant Position May Be Its Greatest Strategic Liability
30 July 2026Read Research →
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Digital Infrastructure
Red Stack Rising: Why Chinese Technology Is Winning Australia's Energy Transition
Australia 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 July 2026Report
Digital Infrastructure
Beyond the Green Data Centre: Australia's AI Sovereignty Gap Is In Compute, Not Kilowatts
The Albanese government's July 2026 AI strategy speech at the University of Sydney marks the most significant declaration of AI policy intent in Australian history. Its centrepiece, a legal mandate requiring large-scale data centres to become net-generators of renewable energy, returning at least a…
15 JulyReport
Media
NRL's $5.3 Billion Deal: The Decline of Network Ten and the Rise of Subscription SportThe recent $5.3 billion NRL media rights agreement has initiated a significant reconfiguration of the Australian media sector. This report explores three distinct medium-term impacts catalysed by this landmark deal: the linear disinvestment and decline of Network Ten, the reassertion of local sover…
10 JulyTelecomHow Regulation Squeezes Investment in Telco Network Resilience: What Needs to ChangeThis week's Telstra outage has triggered an almost ritual cascade of condemnation from politics and media. But the Australian mobile network isn't getting more unreliable objectively. Rather, our dependence on it is growing. The only solution is more investment to meet this need. This report looks…
9 JulyDigital PlatformsNine/Microsoft news deal points to the alternative to News Media Bargaining conflictThis 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 JulyMediaNavigating Fragmentation: The Future of Australian Public Broadcasters' News ReportingThis report, "Navigating Fragmentation: The Future of Australian Public Service News Reporting," examines the challenges faced by Australia's public service media (PSM), the ABC and SBS, in a rapidly fragmenting audience landscape. It highlights declining trust in news, political polarisation, and…
6 JulyDigital Platforms
Digital News Report Australia 2026 Report - Key findingsLast week saw the publication of the Digital News Report: Australia 2026 by the University of Canberra. This survey report, part of an international effort to track the evolution of news consumption, reveals a news landscape defined by a recovery in audience interest set against a backdrop of deep…
1 JulyTelecomMoose Mobile's TPG Shift Ignites Price War as MVNO Growth SlowsSwoop 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 JuneEnterprise ICTFrontier 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 June
