ANZ TMT Research Reports

15 July 2026 · DIGITAL INFRASTRUCTURE · REPORT· Free

Beyond the Green Data Centre: Australia's AI Sovereignty Gap Is In Compute, Not Kilowatts

: The Albanese government's July 2026 AI strategy speech at the University of Sydney marks the most significant declaration of AI policy intent in Australian history. Its centrepiece, a legal mandate requiring large-scale data centres to become net-generators of renewable energy, returning at least a…

10 July 2026 · MEDIA · REPORT

NRL's $5.3 Billion Deal: The Decline of Network Ten and the Rise of Subscription Sport

: The recent $5.3 billion NRL media rights agreement has initiated a significant reconfiguration of the Australian media sector. This report explores three distinct medium-term impacts catalysed by this landmark deal: the linear disinvestment and decline of Network Ten, the reassertion of local sover…

9 July 2026 · TELECOM · REPORT

How Regulation Squeezes Investment in Telco Network Resilience: What Needs to Change

: This week's Telstra outage has triggered an almost ritual cascade of condemnation from politics and media. But the Australian mobile network isn't getting more unreliable objectively. Rather, our dependence on it is growing. The only solution is more investment to meet this need. This report looks…

6 July 2026 · DIGITAL PLATFORMS · BRIEF

Nine/Microsoft news deal points to the alternative to News Media Bargaining conflict

: This landmark deal allows Copilot to utilise full-text articles from Nine's mastheads, including paywalled content, to inform and 'ground' its AI search. The agreement facilitates the generation of summaries and headlines with direct attribution and click-through links, establishing a new commercia…

6 July 2026 · MEDIA · REPORT

Navigating Fragmentation: The Future of Australian Public Broadcasters' News Reporting

: This report, "Navigating Fragmentation: The Future of Australian Public Service News Reporting," examines the challenges faced by Australia's public service media (PSM), the ABC and SBS, in a rapidly fragmenting audience landscape. It highlights declining trust in news, political polarisation, and…

1 July 2026 · DIGITAL PLATFORMS · EXPLAINER

Digital News Report Australia 2026 Report - Key findings

: Last week saw the publication of the Digital News Report: Australia 2026 by the University of Canberra. This survey report, part of an international effort to track the evolution of news consumption, reveals a news landscape defined by a recovery in audience interest set against a backdrop of deep…

29 June 2026 · TELECOM · BRIEF

Moose Mobile's TPG Shift Ignites Price War as MVNO Growth Slows

: Swoop Holdings' decision to move Moose Mobile's 135,000 subscribers from Optus to TPG Telecom aims to reduce wholesale costs and boost margins by 50%. This migration, however, introduces significant churn risk in a maturing MVNO market, where growth is projected to slow to 3-4% by FY31. The move ha…

25 June 2026 · ENTERPRISE ICT · REPORT

Frontier AI is Now a Weapon: US Recall of Claude Fable 5 Exposes Australia's and New Zealand's Digital Blind Spot

: The abrupt global suspension of Anthropic’s Claude Fable 5 and Mythos 5 artificial intelligence models on June 12, 2026, represents a critical shift in the geopolitics of advanced technology. By using export control authorities to restrict access to software models, the United States government has…

11 June 2026 · DIGITAL INFRASTRUCTURE · BRIEF

Australia's AI Bargain: Capital Without Control

: Australia is absorbing large-scale AI infrastructure investment — led by Anthropic and Microsoft — under a policy framework that is deliberately non-binding. The National AI Plan (2026) positions Australia as a destination for foreign AI capital but imposes no mandatory guardrails on frontier AI de…

11 June 2026 · TELECOM· Free

Starlink IPO: What It Means for Australian Investors and the ANZ Connectivity Market

: The SpaceX IPO is not just another tech listing — it is the largest in financial history. SpaceX is targeting a 12 June 2026 Nasdaq listing under the ticker SPCX, with share pricing confirmed after market close on 11 June at US$135 per share, targeting a valuation of US$1.75 trillion. This eclipses…

5 June 2026 · TELECOM · EXPLAINER

Explainer: Starlink LEOSat technology evolution

: This explainer analyses the rapid technological iteration of SpaceX’s Starlink satellite constellation, tracing its evolution from the 20 Gbps V1 baseline to the upcoming 1 Tbps V3 satellites. It explores how these advancements shift Starlink from a niche rural provider to a direct competitor for t…

5 June 2026 · TELECOM · REPORT

SpaceX’s Starlink Ambition: How LEOSat Threatens Telcos’ Grip on the ANZ Connectivity Market

: This report explores the impact of expanding Starlink LEOSat capacity in the ANZ market, and how domestic telecommunications operators in these markets will be affected by growing competition from Starlink broadband and mobile services.