About Venture Insights
Data-Driven TMT Insights for Strategic Decision-Decision-Making
High-quality, locally relevant research, forecasting, and consulting for the Technology, Media, and Telecommunications (TMT) sectors in Australia and New Zealand.
Our Core Capabilities: Driving Strategic Advantage
Strategic Market Intelligence
Deliver unparalleled insights into TMT sector dynamics, emerging trends, and competitive landscapes to inform strategic decision-making.
- Deep-dive reports on emerging technologies (AI, 5G, IoT, Edge).
- Comprehensive competitive landscape analysis.
- Identification of disruptive trends and market shifts.
Advanced Predictive Analytics
Develop robust, data-driven 5-10 year market forecasts leveraging proprietary models and a decade of local data for precise future-state projections.
- Detailed 5 to 10-year forecasts for key TMT markets.
- Bottom-up industry models built on 10+ years of proprietary, local data.
- Scenario planning and sensitivity analysis.
Investment Due Diligence & Valuation
Provide rigorous validation of investment theses, comprehensive M&A due diligence, and expert valuation support for critical capital allocation decisions.
- Rigorous validation of investment theses.
- In-depth M&A due diligence support.
- Expert financial modeling and valuation assessments.
Growth Strategy & Go-to-Market Execution
Formulate actionable growth strategies, optimize go-to-market approaches, and identify new market opportunities through in-depth analysis and strategic frameworks.
- Development of actionable go-to-market strategies.
- Market sizing and opportunity assessment.
- Strategic positioning and differentiation.
Executive-Level Strategic Advisory
Offer bespoke briefings, high-impact workshops, and direct strategic counsel to investment committees and executive teams, facilitating informed leadership.
- Tailored briefings for investment committees.
- Facilitated strategic workshops and executive sessions.
- Direct counsel on complex TMT sector challenges.
Proprietary Data & Survey Solutions
Conduct custom consumer and enterprise surveys, develop proprietary industry models, and leverage unique data assets to uncover unparalleled market insights.
- Custom consumer and enterprise primary research.
- Development of unique industry benchmarks.
- Data synthesis to reveal actionable insights.
Our Coverage: Deep Expertise Across the TMT Spectrum
Digital Infrastructure
- Data Centres
- Cloud & Edge
- Towers
- Fibre
- Subsea Cables
Telecommunications
- Mobile & Fixed Services (Consumer & Enterprise)
- Wholesale
- IoT
Media & Entertainment
- Digital Advertising
- Video & Audio Streaming
- Content Rights
Emerging Technology
- Applied AI
- Enterprise Software (SaaS)
- Cybersecurity
Why Venture Insights? The VI Advantage: Our Differentiators
Unmatched Local Focus: Deep specialisation in the Australian & New Zealand markets.
Proprietary & Defensible Data: Our insights are built on unique data and models you can't get elsewhere.
Trusted by Leaders: A gold-plated client list across investment, infrastructure, and corporate sectors.
Senior, Experienced Team: Direct access to seasoned industry experts with decades of TMT and investment experience.
Our Deliverables: Actionable Insights, Clear Formats
Board-Level Presentations
In-depth Financial Models
Concise Infographics & Explainers
Detailed Research Reports
Regular Market Briefs
Our Managing Director
Having worked in the Telecommunications, Media, and Technology sector for more than 20 years, David Kennedy has extensive consulting and industry experience. As a ministerial advisor, research analyst, strategist for the public sector, and commercial consultant, he has worked with clients at various senior levels. As a market expert, he is well versed in policy and regulation, market analysis, telecommunications and media technology, and forecasting.
His experience includes work for telecommunications operators, regulators, investors, and vendors across Asia Pacific and Australia/New Zealand as both a researcher and consultant.
As a leader and advisor in the local & international communications industry, he has been involved in many corporate, strategic, and business projects, applying research, foresight analysis, quantitative modelling, and market intelligence to the formulation of policy and strategy. He has a particular interest in the impact of technology on society, identifying the elements of successful responses through policies and strategies, as well as the associated policy, social, and enterprise challenges that clients face today. A thought leader and eminent personality in the technology domain, David has been involved in projects involving productivity economics, telecommunications technology roadmaps, structural change in the telecommunications industry, and regulation of digital platforms on local and international markets. Prior to joining Venture Insights, he held several senior executive positions at Ovum (Omdia) and Knowledge Society. Besides holding a Bachelor of Science in Physics (First Class Honours), David has a Graduate Diploma in Arts (Philosophy) from the University of Melbourne, Australia.