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Digital RegulationExplainer
How Open-Weight AI Is Redrawing the Frontier - and What China's DeepSeek Moment Means for Australia
6 Oct 2026Read Research →
Telecom
Australia Consumer Mobile Forecast 2026
We 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 Sept 2026Forecast
Digital Regulation
New Tax Ruling For Global Tech Giants: A Fight We Need To Have
The Australian Taxation Office's royalty ruling TR 2026/2 marks a critical turning point for digital tax equity in Australia, addressing the long-standing tax asymmetry enjoyed by foreign tech giants. By reclassifying cloud computing, streaming, and SaaS revenues as intellectual property royalties,…
8 SeptReport
Media
Restoring the Social Compact: The Next Steps for Australia's FTA TV IndustryWe recently wrote on the urgent need for a sovereign media strategy for Australia, detailing the legislative and policy levers the Federal Government must pull to rein in multinational digital platforms, close tax and regulatory loopholes, and protect national cultural infrastructure. The policy fa…
4 SeptMediaTax-Free Takeover: Hard Lessons From Australia's Approach to Streaming GiantsOver the past three decades, Australia's television ecosystem has experienced a fundamental realignment of audience attention, advertising spend, and cultural ownership. Australia's collective response (spanning both policy and industry) to the arrival of global streaming platforms in the mid-2010s…
4 SeptTelecomFY26 ANZ Telecommunications Results: Refocus on AI Efficiency and Capital RedeploymentThis 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 SeptDigital RegulationASD Accelerates Post-Quantum Timeline: Traditional Cryptography Faces 2030 SunsetThe Australian Signals Directorate requires organisations operating in Australia to have a refined post-quantum cryptography transition plan by the end of 2026, roughly five months from publication, with migration of critical systems commenced by end-2028 and the transition completed by end-2030. T…
24 AugEnterprise ICT
Quantum Cryptography Explainer: Technologies To Beat the Quantum ThreatThis 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 AugDigital RegulationWhen 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 AugMediaBeyond 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 July
