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1 May 2026 · DIGITAL PLATFORMS · EQUITY INSIGHTS
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216 reports1 May 2026 · DIGITAL PLATFORMS · EQUITY INSIGHTS
Apple Q1 2026: Five Things to Watch
iPhone 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 2026 · DIGITAL PLATFORMS · EQUITY INSIGHTS
Amazon Q1 2026: Five Things to Watch
AWS delivered a 37.7% operating margin in Q1 2026, up from 32.7% a year earlier. The source of the expansion — Trainium and Graviton custom silicon displacing expensive Nvidia GPUs — is real and structural. The risk is that as Trainium commitments convert to live workloads, the support and operatio…1 May 2026 · DIGITAL PLATFORMS · EQUITY INSIGHTS
Meta Q1 2026: Five Things to Watch
Meta's ad revenue grew 33% last quarter, powered by algorithmic improvements compounding since 2022. The company has not disaggregated how much of that growth is attributable to Advantage+ AI targeting versus underlying demand recovery. Until it does, investors cannot assess whether the $125-145 bi…1 May 2026 · DIGITAL PLATFORMS · EQUITY INSIGHTS
Alphabet Q1 2026: Five Things to Watch
A $462 billion Cloud backlog nearly doubling quarter-on-quarter is the single most impressive data point of the entire earnings season. Management says more than half should convert within 24 months, implying a minimum $230 billion revenue tailwind. That trajectory would make Cloud the dominant dri…1 May 2026 · DIGITAL PLATFORMS · EQUITY INSIGHTS
Microsoft Q1 2026: Five Things to Watch
Azure 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…24 Apr 2026 · DIGITAL INFRASTRUCTURE · REPORT
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…1 May 2026 · Digital Platforms · Equity Insights· NEW
Big Tech Q1 2026: Five Things to Watch
For most of 2024 and 2025, the market rewarded any hyperscaler that out-spent expectations on AI infrastructure, treating aggressive capital deployment as evidence of category leadership. That dynamic inverted in April 2026. Alphabet — the only company to pair a $180-190 billion capex commitment wi…Digital Platforms
New
1 May 2026Equity Insights
Big Tech Q1 2026: Five Things to Watch
For most of 2024 and 2025, the market rewarded any hyperscaler that out-spent expectations on AI infrastructure, treating aggressive capital deployment as evidence of category leadership. That dynamic inverted in April 2026. Alphabet — the only company to pair a $180-190 billion capex commitment wi…
1 May 2026 · Digital Platforms · Equity Insights· NEW
Apple Q1 2026: Five Things to Watch
iPhone 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…Digital Platforms
New
1 May 2026Equity Insights
Apple Q1 2026: Five Things to Watch
iPhone 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 2026 · Digital Platforms · Equity Insights· NEW
Amazon Q1 2026: Five Things to Watch
AWS delivered a 37.7% operating margin in Q1 2026, up from 32.7% a year earlier. The source of the expansion — Trainium and Graviton custom silicon displacing expensive Nvidia GPUs — is real and structural. The risk is that as Trainium commitments convert to live workloads, the support and operatio…Digital Platforms
New
1 May 2026Equity Insights
Amazon Q1 2026: Five Things to Watch
AWS delivered a 37.7% operating margin in Q1 2026, up from 32.7% a year earlier. The source of the expansion — Trainium and Graviton custom silicon displacing expensive Nvidia GPUs — is real and structural. The risk is that as Trainium commitments convert to live workloads, the support and operatio…
1 May 2026 · Digital Platforms · Equity Insights· NEW
Meta Q1 2026: Five Things to Watch
Meta's ad revenue grew 33% last quarter, powered by algorithmic improvements compounding since 2022. The company has not disaggregated how much of that growth is attributable to Advantage+ AI targeting versus underlying demand recovery. Until it does, investors cannot assess whether the $125-145 bi…Digital Platforms
New
1 May 2026Equity Insights
Meta Q1 2026: Five Things to Watch
Meta's ad revenue grew 33% last quarter, powered by algorithmic improvements compounding since 2022. The company has not disaggregated how much of that growth is attributable to Advantage+ AI targeting versus underlying demand recovery. Until it does, investors cannot assess whether the $125-145 bi…
1 May 2026 · Digital Platforms · Equity Insights· NEW
Alphabet Q1 2026: Five Things to Watch
A $462 billion Cloud backlog nearly doubling quarter-on-quarter is the single most impressive data point of the entire earnings season. Management says more than half should convert within 24 months, implying a minimum $230 billion revenue tailwind. That trajectory would make Cloud the dominant dri…Digital Platforms
New
1 May 2026Equity Insights
Alphabet Q1 2026: Five Things to Watch
A $462 billion Cloud backlog nearly doubling quarter-on-quarter is the single most impressive data point of the entire earnings season. Management says more than half should convert within 24 months, implying a minimum $230 billion revenue tailwind. That trajectory would make Cloud the dominant dri…
1 May 2026 · Digital Platforms · Equity Insights· NEW
Microsoft Q1 2026: Five Things to Watch
Azure 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…Digital Platforms
New
1 May 2026Equity Insights
Microsoft Q1 2026: Five Things to Watch
Azure 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…
24 Apr 2026 · Digital Infrastructure · Report
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…Digital Infrastructure
24 Apr 2026Report
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…
16 Apr 2026 · Telecom · Report
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…Telecom
16 Apr 2026Report
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…
2 Apr 2026 · Digital Infrastructure · Report
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…Digital Infrastructure
2 Apr 2026Report
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…
31 Mar 2026 · Digital Platforms · Report
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…Digital Platforms
31 Mar 2026Report
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…
27 Mar 2026 · Telecom · Report
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…Telecom
27 Mar 2026Report
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…
26 Mar 2026 · Media · Report
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…Media
26 Mar 2026Report
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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