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ANZ TMT Research Reports
Browse our full catalogue of market research, forecasts, and industry analysis covering Telco, Media, Enterprise ICT, Digital Infrastructure and Platforms.
215 reports24 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…11 Mar 2026 · DIGITAL INFRASTRUCTURE · FORECAST
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…6 Mar 2026 · DIGITAL INFRASTRUCTURE · FORECAST
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…23 Feb 2026 · DIGITAL INFRASTRUCTURE · REPORT
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…30 Apr 2026 · Enterprise ICT · Report· NEW
Microsoft’s $25B Australian Investment: Avoiding AI’s Technology Lock-In
This report analyses the strategic logic of Microsoft’s Australian expansion, the financial necessity of future price hikes, the resulting risks of a global AI oligopoly, and the specific steps Australian firms must take to manage their exposure to this emerging dependency.Microsoft’s $25B Australian Investment: Avoiding AI’s Technology Lock-In
This report analyses the strategic logic of Microsoft’s Australian expansion, the financial necessity of future price hikes, the resulting risks of a global AI oligopoly, and the specific steps Australian firms must take to manage their exposure to this emerging dependency.
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…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…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…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…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…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…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…
19 Mar 2026 · Media · Report
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…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…
11 Mar 2026 · Digital Infrastructure · Forecast
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…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…
6 Mar 2026 · Digital Infrastructure · Forecast
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…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…
27 Feb 2026 · Media · Report
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…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…
23 Feb 2026 · Digital Infrastructure · Report
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…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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