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3 June 2026 · DIGITAL INFRASTRUCTURE · MONTHLY COMMENTARY
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Browse our full catalogue of market research, forecasts, and industry analysis covering Telco, Media, Enterprise ICT, Digital Infrastructure and Platforms.
1 May 2026 · DIGITAL PLATFORMS · EQUITY INSIGHTS· Free
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· Free
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…1 May 2026 · DIGITAL INFRASTRUCTURE · MONTHLY COMMENTARY· Free
Digital Infrastructure Surges in April 2026 on Record Data Center Utilization and Graphene Breakthroughs
1 May 2026 · DIGITAL PLATFORMS · EQUITY INSIGHTS· Free
EQUITY INSIGHT SERIES | Q1 2026: Big Tech Q1 2026 Earnings
The Q1 2026 earnings season for Big Tech marked a pivotal shift in investor sentiment regarding artificial intelligence. While Microsoft, Alphabet, Meta, Amazon, and Apple all exceeded revenue expectations, the market's reaction diverged based on the clarity of AI-driven returns. This analysis expl…1 May 2026 · TELECOM · MONTHLY COMMENTARY· Free
Telco Sector Surges in April 2026 as Megaport and Codan Deliver Major Contract and Guidance Upgrades
1 May 2026 · DIGITAL PLATFORMS · EQUITY INSIGHTS· Free
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· Free
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…3 June 2026 · Digital Infrastructure · Monthly Commentary· NEW
21.6% Decline for Cogent Leads Mixed Digital Infrastructure Performance in May 2026
The digital infrastructure sector saw divergent performance in May 2026, characterized by aggressive capital raising and strategic divestments. Cogent Communications led the downside with a 21.6% decline following a major asset sale, while Nextdc rose 7.0% on the back of a significant $1.8 billion…Digital Infrastructure
New
3 June 2026Monthly Commentary
21.6% Decline for Cogent Leads Mixed Digital Infrastructure Performance in May 2026
The digital infrastructure sector saw divergent performance in May 2026, characterized by aggressive capital raising and strategic divestments. Cogent Communications led the downside with a 21.6% decline following a major asset sale, while Nextdc rose 7.0% on the back of a significant $1.8 billion…
3 June 2026 · Telecom · Monthly Commentary· NEW
Megaport Surges 69% as AI Infrastructure Demand Offsets Tuas Acquisition Collapse
The Telco sector in May 2026 was defined by extreme volatility driven by AI infrastructure pivots and failed M&A activity. Megaport emerged as the top performer with a 69.4% surge following major contract wins, while Tuas saw its market value collapse by 65.0% after the termination of its M1 Limite…Telecom
New
3 June 2026Monthly Commentary
Megaport Surges 69% as AI Infrastructure Demand Offsets Tuas Acquisition Collapse
The Telco sector in May 2026 was defined by extreme volatility driven by AI infrastructure pivots and failed M&A activity. Megaport emerged as the top performer with a 69.4% surge following major contract wins, while Tuas saw its market value collapse by 65.0% after the termination of its M1 Limite…
1 June 2026 · Media· NEW
15.4% Surge in oOh Media Leads Sector as M&A Activity Offsets Governance Turmoil
The media sector experienced significant divergence in May 2026, characterised by aggressive M&A activity and governance setbacks. oOh Media emerged as the top performer with a 15.4% increase following a bidding war, while ARN Media fell 10.7% amid a shareholder revolt and substantial revenue losse…Media
New
1 June 2026
15.4% Surge in oOh Media Leads Sector as M&A Activity Offsets Governance Turmoil
The media sector experienced significant divergence in May 2026, characterised by aggressive M&A activity and governance setbacks. oOh Media emerged as the top performer with a 15.4% increase following a bidding war, while ARN Media fell 10.7% amid a shareholder revolt and substantial revenue losse…
22 May 2026 · Telecom · Report
New Spectrum Taxes: Why “Business As Usual” is a Perilous Assumption
The Australian Communications and Media Authority (ACMA) has finalised a $7.32 billion spectrum license renewal fee, a decision that has met with significant industry resistance. This report analyzes the disconnect between regulatory pricing models and the emerging reality of the digital economy, w…Telecom
22 May 2026Report
New Spectrum Taxes: Why “Business As Usual” is a Perilous Assumption
The Australian Communications and Media Authority (ACMA) has finalised a $7.32 billion spectrum license renewal fee, a decision that has met with significant industry resistance. This report analyzes the disconnect between regulatory pricing models and the emerging reality of the digital economy, w…
15 May 2026 · Media · Report
FTA TV Recovery Requires Ad Agency Re-set: Moving from Clicks to Value
This report analyses the Australian free-to-air (FTA) television landscape, focusing on the shift from traditional broadcast to Broadcaster Video on Demand (BVOD). It explores the correlation between GDP growth and advertising expenditure, the impact of media agency incentive structures on TV's mar…Media
15 May 2026Report
FTA TV Recovery Requires Ad Agency Re-set: Moving from Clicks to Value
This report analyses the Australian free-to-air (FTA) television landscape, focusing on the shift from traditional broadcast to Broadcaster Video on Demand (BVOD). It explores the correlation between GDP growth and advertising expenditure, the impact of media agency incentive structures on TV's mar…
1 May 2026 · Digital Platforms · Equity Insights· Free
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
Free
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…
Free to read
1 May 2026 · Digital Platforms · Equity Insights· Free
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
Free
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…
Free to read
1 May 2026 · Digital Infrastructure · Monthly Commentary· Free
Digital Infrastructure Surges in April 2026 on Record Data Center Utilization and Graphene Breakthroughs
Digital Infrastructure
Free
1 May 2026Monthly Commentary
Digital Infrastructure Surges in April 2026 on Record Data Center Utilization and Graphene Breakthroughs
Free to read
1 May 2026 · Digital Platforms · Equity Insights· Free
EQUITY INSIGHT SERIES | Q1 2026: Big Tech Q1 2026 Earnings
The Q1 2026 earnings season for Big Tech marked a pivotal shift in investor sentiment regarding artificial intelligence. While Microsoft, Alphabet, Meta, Amazon, and Apple all exceeded revenue expectations, the market's reaction diverged based on the clarity of AI-driven returns. This analysis expl…Digital Platforms
Free
1 May 2026Equity Insights
EQUITY INSIGHT SERIES | Q1 2026: Big Tech Q1 2026 Earnings
The Q1 2026 earnings season for Big Tech marked a pivotal shift in investor sentiment regarding artificial intelligence. While Microsoft, Alphabet, Meta, Amazon, and Apple all exceeded revenue expectations, the market's reaction diverged based on the clarity of AI-driven returns. This analysis expl…
Free to read
1 May 2026 · Telecom · Monthly Commentary· Free
Telco Sector Surges in April 2026 as Megaport and Codan Deliver Major Contract and Guidance Upgrades
Telecom
Free
1 May 2026Monthly Commentary
Telco Sector Surges in April 2026 as Megaport and Codan Deliver Major Contract and Guidance Upgrades
Free to read
1 May 2026 · Digital Platforms · Equity Insights· Free
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
Free
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…
Free to read
1 May 2026 · Digital Platforms · Equity Insights· Free
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
Free
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…
Free to read
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