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ANZ TMT · Premium Research Intelligence · Since 2010

Insights for the ANZ Digital Economy

Proprietary forecasts, primary surveys and strategic analysis — built exclusively for Australia and New Zealand’s B2B decision-makers.

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Trusted by ANZ's leading organisations
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Historical Data15+ years of ANZ recordsContinuous market intelligence since 2010
Forward Forecasts5-year rolling outlookModels refreshed on a 3–6 month cycle or immediately when market-shifting events occur
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Starlink IPO: What It Means for Australian Investors and the ANZ Connectivity Market
New

Starlink IPO: What It Means for Australian Investors and the ANZ Connectivity Market

11 June 2026Read Research →
New
Telecom

Explainer: Starlink LEOSat technology evolution

This explainer analyses the rapid technological iteration of SpaceX’s Starlink satellite constellation, tracing its evolution from the 20 Gbps V1 baseline to the upcoming 1 Tbps V3 satellites. It explores how these advancements shift Starlink from a niche rural provider to a direct competitor for t…

5 June 2026Explainer
SpaceX’s Starlink Ambition: How LEOSat Threatens Telcos’ Grip on the ANZ Connectivity Market
Telecom·5 June

SpaceX’s Starlink Ambition: How LEOSat Threatens Telcos’ Grip on the ANZ Connectivity Market

This report explores the impact of expanding Starlink LEOSat capacity in the ANZ market, and how domestic telecommunications operators in these markets will be affected by growing competition from Starlink broadband and mobile services.

Australia Advertising Expenditure Forecast 2026
Media·4 June

Australia Advertising Expenditure Forecast 2026

We forecast the total advertising market to grow at a 3.6% CAGR over the next five years, stabilised after a period of pandemic and post-pandemic disruption. Overall, the momentum of digital will be blunted by technological disruption. The beneficiaries are the ‘traditional’ media who will improve…

Digital Infrastructure

21.6% Decline for Cogent Leads Mixed Digital Infrastructure Performance in May 2026

The digital infrastructure sector saw divergent performance in May 2026, characterized by aggressive capital raising and strategic divestments. Cogent Communications led the downside with a 21.6% decline following a major asset sale, while Nextdc rose 7.0% on the back of a significant $1.8 billion…

3 JuneMonthly Commentary
Megaport Surges 69% as AI Infrastructure Demand Offsets Tuas Acquisition CollapseThe Telco sector in May 2026 was defined by extreme volatility driven by AI infrastructure pivots and failed M&A activity. Megaport emerged as the top performer with a 69.4% surge following major contract wins, while Tuas saw its market value collapse by 65.0% after the termination of its M1 Limite…
3 June
15.4% Surge in oOh Media Leads Sector as M&A Activity Offsets Governance TurmoilThe media sector experienced significant divergence in May 2026, characterised by aggressive M&A activity and governance setbacks. oOh Media emerged as the top performer with a 15.4% increase following a bidding war, while ARN Media fell 10.7% amid a shareholder revolt and substantial revenue losse…
1 June
New Spectrum Taxes: Why “Business As Usual” is a Perilous AssumptionThe Australian Communications and Media Authority (ACMA) has finalised a $7.32 billion spectrum license renewal fee, a decision that has met with significant industry resistance. This report analyzes the disconnect between regulatory pricing models and the emerging reality of the digital economy, w…
22 May
FTA TV Recovery Requires Ad Agency Re-set: Moving from Clicks to ValueThis report analyses the Australian free-to-air (FTA) television landscape, focusing on the shift from traditional broadcast to Broadcaster Video on Demand (BVOD). It explores the correlation between GDP growth and advertising expenditure, the impact of media agency incentive structures on TV's mar…
15 May
Apple Q1 2026: Five Things to WatchiPhone revenue grew 22% last quarter with Cook calling demand 'off the charts.' The bull case is that Apple's on-device AI — Apple Intelligence, a personalised Siri, and Gemini integration — creates a durable reason to upgrade that the market has not yet priced. The bear case is that most iPhone us…
1 May
Microsoft Q1 2026: Five Things to WatchAzure grew 40% in the March quarter and management guided for modest acceleration in the second half of calendar 2026. The $627 billion commercial backlog gives credibility to that claim. What it does not explain is how Azure sustains velocity when gross margin on cloud is compressing under soaring…
1 May
Digital Infrastructure Surges in April 2026 on Record Data Center Utilization and Graphene Breakthroughs
1 May
Telco Sector Surges in April 2026 as Megaport and Codan Deliver Major Contract and Guidance Upgrades
1 May

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Every week. The most critical moves in Telco, Media, ICT, Digital Infrastructure and Platforms — decoded by David Kennedy.

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15 years of continuous ANZ-specific data. Updated quarterly — or immediately when the market shifts.

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Latest Research

ResearchJune 2026

Starlink IPO: What It Means for Australian Investors and the ANZ Connectivity Market

Read report →
TelecomJune 2026

Explainer: Starlink LEOSat technology evolution

Read report →
TelecomJune 2026

SpaceX’s Starlink Ambition: How LEOSat Threatens Telcos’ Grip on the ANZ Connectivity Market

Read report →
MediaJune 2026

Australia Advertising Expenditure Forecast 2026

Read report →
Digital InfrastructureJune 2026

21.6% Decline for Cogent Leads Mixed Digital Infrastructure Performance in May 2026

Read report →
ResearchJune 2026

Starlink IPO: What It Means for Australian Investors and the ANZ Connectivity Market

Read report →
TelecomJune 2026

Explainer: Starlink LEOSat technology evolution

Read report →
TelecomJune 2026

SpaceX’s Starlink Ambition: How LEOSat Threatens Telcos’ Grip on the ANZ Connectivity Market

Read report →
MediaJune 2026

Australia Advertising Expenditure Forecast 2026

Read report →
Digital InfrastructureJune 2026

21.6% Decline for Cogent Leads Mixed Digital Infrastructure Performance in May 2026

Read report →
View all 2,000+ reports→

Seven Sectors. One Source.

Proprietary research and forecasts built for ANZ decision-makers — since 2010.

01

Telecom

Networks, operators, and connectivity services that power global communications.

5G / 6GMobile OperatorsBroadband & Satellite
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02

Media

Technology meets content creation, distribution, and monetisation at scale.

Streaming & OTTGaming & Creator EconomyAdTech & Broadcasting
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03

Enterprise ICT

Technology solutions and services powering how businesses run operations.

Managed IT & UCEnterprise SoftwareSD-WAN & Cloud
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04

Digital Infrastructure

Physical and virtual assets enabling cloud, computing, and connectivity.

Data CentresEdge & Cloud IaaSSubsea Cables & Fibre
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05

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Software ecosystems and digital marketplaces connecting users and businesses.

SaaS & PaaSAI / ML EnvironmentsIoT Platforms
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06

Digital Economy

How digital technology reshapes markets, society, and global GDP.

E-commerce MarketsSmart CitiesDigital Inclusion
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07

Digital Regulation

Legal, policy, and compliance frameworks governing the TMT sector.

Data Privacy & GDPRAI GovernanceAntitrust & Net Neutrality
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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

Founder & Managing Director

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