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Forecasts, surveys & strategic analysis for the ANZ digital economy.
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Digital RegulationBrief
New Zealand's LEO and Hyperscaler Regulatory Gap: The Case for Reform
6 Nov 2026Read Research →
New
Media
Australia Advertising Expenditure Forecast 2026
We forecast the Australian total advertising market to grow at a 4.0% CAGR over the next five years, stabilised after a period of pandemic and post-pandemic disruption. Overall, the momentum of digital categories like search will be blunted by technological disruption. 'Traditional' media will impr…
6 Nov 2026Forecast
Telecom
What Agentic and Physical AI Will Mean for Wholesale Networks and Regulation
This report takes a ten-year view of how agentic AI and physical AI will reshape "North-South" demand in the fixed access network, as distinct from the "East-West" traffic generated in data centre interconnection. It examines what that means for wholesale products, market structure and regulation i…
26 OctReport
Digital Platforms
Apple's Edge-First AI Bet: All the Upside of Open-Weight Models, None of the Frontier BillApple and Meta have confirmed a collaboration bringing Meta’s Muse Spark Open - an 816-billion-parameter, US-developed open-weight model - to run locally across Apple Silicon Mac Studios via Apple’s MLX framework. The deal ends years of public friction between the two companies and is a proof point…
23 OctTelecomSovereignty Stack at Risk: Three Tech Dependencies That Threaten AustraliaAustralia's digital economy now depends on three categories of infrastructure that are controlled, directly or indirectly, by US entities: frontier AI models, hyperscaler cloud and data centre services, and low Earth orbit (LEO) satellite connectivity. Assessed individually, each dependency carries…
19 OctDigital InfrastructureFirmus Pulls Its IPO: What Australia's AI Float Collapse Does (and Doesn't) Tell UsThis explainer examines the rise and collapse of Firmus' initial public offering, which would have been one of the largest technology listings in ASX history before the company withdrew it on 9 October 2026. It traces Firmus' evolution from a bitcoin-mining cooling specialist into an AI infrastruct…
12 OctMediaDuty of Care: Australia's Plan to Re-Engineer the Rules of Online EngagementThis report examines the Australian Government's proposed Online Safety Amendment (Digital Duty of Care) Bill 2026. It sets out the Bill's legislative strategy, the design-feature restrictions and algorithmic-choice mandates it would introduce, and the enforcement regime available to the eSafety Co…
12 OctDigital Regulation
How Open-Weight AI Is Redrawing the Frontier - and What China's DeepSeek Moment Means for AustraliaThe artificial intelligence industry is cleaving into two structurally distinct camps. On one side stand the closed frontier models - proprietary systems from Anthropic, OpenAI, and Google DeepMind, accessed exclusively via metered APIs, with weights that never leave vendor-controlled infrastructur…
6 OctTelecomAustralia Consumer Mobile Forecast 2026We expect consumer mobile revenue (both service and hardware) to grow at a CAGR of 3.6% over FY26/31. In FY26, we estimate that mobile constituted 63% of total consumer telecommunications revenue in Australia. We forecast this share will remain flat over the FY26/31 forecast period, as growth flows…
24 SeptDigital RegulationIs Big Tech Weaponising AI Safety to Crush Open-Source Rivals?Between 2023 and 2026, the world's AI oligopoly shifted from publishing abstract ethical declarations to submitting comprehensive legislative blueprints to global policymakers. This explainer analyses the AI governance doctrines of Microsoft, OpenAI, Google, Anthropic, Meta, IBM, Amazon Web Service…
23 SeptTelecomAustralia Consumer Fixed Telecommunications Forecast 2026This report provides a comprehensive forecast and analysis of the Australian consumer fixed telecommunications market through 2031. It examines key drivers and trends across fixed broadband and voice-only services, including household penetration, ARPU dynamics, fixed wireless access growth, and sh…
16 Sept
