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207 reports

Digital InfrastructureReport

Australian Data Centre Interconnect Market: Set to Boom with AI Surge

Australia’s connectivity needs are unique, driven by the dual necessity of internal metropolitan efficiency and external global reach. The Data Centre to Data Centre Interconnect (DCI) market serves as the nervous system of our digital economy, facilitating the exchange of data between geographical…

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TelecomReport

ANZ Mobile Market Structure: Brand Segmentation Complete as Tech Frontiers and Regulatory Futures Beckon

The Australian mobile telecommunications market in 2026 is characterised by a sophisticated three-tiered hierarchy comprising premium flagship brands, operator-owned sub-brands, and independent MVNOs. New Zealand’s market is, by comparison, simpler. Consumer trust and persistent cost-of-living pres…

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Digital InfrastructureReport

Datagrid’s NZ Data Centre Moves to Implementation - ANZ Becomes Key Node in Global Digital Infrastructure

This report analyses the strategic development of Datagrid’s hyperscale data centre in Southland, New Zealand, and the associated Tasman Ring subsea cable network. It explores how the project leverages New Zealand’s renewable energy and cool climate to create a globally competitive 'AI Factory.' Th…

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Digital PlatformsReport

US Verdicts Hit Meta and YouTube - Implications for ANZ Social Media Regulation

This report analyzes the impact of landmark March 2026 US jury verdicts against Meta and YouTube on social media regulation in Australia and New Zealand. It explores how findings of negligent design and executive knowledge of harm provide a legal foundation for Australia's under-16 social media ban…

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TelecomReport

Telstra’s Mobile Price Hikes a Bitter Pill - For A Healthier Industry

This report analyses the 2024–2026 surge in Australian mobile pricing, led by Telstra’s May 2026 adjustments. It explores competitive responses, the strategic role of sub-brands like Boost and amaysim, and the fiscal imperative of price increases to sustain infrastructure investment amidst rising c…

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MediaReport

The Empire Strikes Back - Free TV Industry’s Drive for Young Viewers

This report examines the 2025 Australian Total TV landscape, focusing on the structural stabilisation of free-to-air viewing. It analyses consistent consumption volumes, the rapid growth of Broadcaster Video on Demand (BVOD) as a share of free TV, and the dominant competitive standing of broadcaste…

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MediaReport

Paramount’s US$111bn WBD deal: Seismic Shift for Australian TV Media

This report examines Paramount’s US$111 billion acquisition of Warner Bros. Discovery and its profound implications for the Australian media landscape. It addresses the strategic consolidation of streaming platforms like Paramount+ and Max, the technological integration of Network 10 into the wider…

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Digital InfrastructureForecast

2026 Australia Data Centre Outlook - Southern Hub Investment Drives Growth

This report examines the structural forces redrawing the Australian data centre investment landscape through 2030. It provides detailed capacity and revenue forecasts segmented by operator, geography, and customer type. The analysis explores the impact of the generative AI boom, the emergence of 'N…

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Digital InfrastructureForecast

2026 New Zealand Data Centre Outlook - investment surge boosts capacity growth

New Zealand's digital infrastructure is currently experiencing a significant acceleration in capital inflow. The market is rapidly evolving from a geographically isolated digital terminus into a strategic transit hub, supported by a mix of global hyperscalers, local telecommunications incumbents, a…

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MediaReport

Nine/SXL Results Highlight Digital Prospects

The Australian media sector is undergoing a significant structural shift as legacy broadcasters pivot toward digital-first models to combat the decline of linear advertising. This report analyzes Nine Entertainment's strategy of digital specialization and portfolio optimization, including its acqui…

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Digital InfrastructureReport

Hyperscale Data Centre Growth Threatens ANZ Telco Revenues and Digital Sovereignty

This report examines the rapid evolution of the Australian and New Zealand data centre sectors as they transition from local colocation markets into critical nodes for global AI computation. It analyzes the macro drivers of this growth, including the emergence of 'AI Factories' and the impact of so…

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MediaReport

Restructured Australian Media Aims to Resist Global Digital Dominance

The Australian media industry underwent a fundamental realignment in early 2026, driven by the need for scale to compete with global digital giants. This report details the merger between Seven West Media and Southern Cross Austereo to form a 'Total TV and Audio' platform, alongside Nine Entertainm…

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