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ANZ TMT Intelligence
Worth Reading
David Kennedy's weekly take on what's moving in Telecom, Media, Digital Infrastructure & Platforms — with the ANZ data to back it up.
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Latest Reports · Key Data
Codan FY26 EBIT Growth Forecast
Telco Sector Surges in April 2026 as Megaport and Codan Deliver Major Contract and Guidance Upgrades
Megaport Latitude.sh Contract Value
Telco Sector Surges in April 2026 as Megaport and Codan Deliver Major Contract and Guidance Upgrades
Nextdc Pro Forma Contracted Utilisation
Digital Infrastructure Surges in April 2026 on Record Data Center Utilization and Graphene Breakthroughs
Graphene Radar Absorption
Digital Infrastructure Surges in April 2026 on Record Data Center Utilization and Graphene Breakthroughs
Weekly Commentary
Venture Insights
20 March 2026
What's Inside
- •Paramount–WBD: implications for ANZ TV
- •Network 10 and the future of FTA broadcasting
- •ACCC cross-media regulation outlook
Notes from the MD
David Kennedy, Managing Director
“This week we look at the ramifications for Australia of Paramount's massive US$111 billion acquisition of Warner Bros. Discovery…”
Paramount's US$111bn WBD Deal: Seismic Shift
- •Network 10 integration into Paramount AI ad platforms
- •Prospect of Paramount+/Max streaming merger in Australia
- •New competition for domestic sports rights
ACCC review timeline · Cross-media thresholds · Stakeholder implications for Nine & Seven
Subscription revenue projections · Regional broadcast exposure analysis →
Codan FY26 EBIT Growth Forecast
Telco Sector Surges in April 2026 as Megaport and Codan Deliver Major Contract and Guidance UpgradesMegaport Latitude.sh Contract Value
Telco Sector Surges in April 2026 as Megaport and Codan Deliver Major Contract and Guidance Upgrades