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  • October 1, 2020

    Commentary: Webscale Capex in 2Q20

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    As WNOs have grown, they’ve developed more sophisticated offerings in the cloud, often targeting specific vertical markets with customized platforms, including telecom. This is impacting how telcos build their networks and develop services. In the last year, webscale partnerships with telcos have expanded, spanning workload shift, joint development, and service partnerships – often supporting 5G. In January, our research partner MTN Consulting flagged the need for more collaboration between telcos, WNOs, and carrier-neutral providers as essential for 5G success as telcos aim to lower their capex outlays.
  • October 8, 2019

    Australian Data Centres and Submarine Cables Report

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    The Australian data centre (DC) market is rapidly expanding, forecast to reach over A$3bn by 2026 with nearly 1,200 MW of capacity. Current revenues are A$1.5bn with 530 MW capacity. Currently, a majority of data stored in outsourced DCs are from enterprise and government clients. However, the market is moving towards the hyperscale segment, due to ongoing shift to cloud-based computing. We predict hyperscale to generate 35% of total DC revenue in 2026, occupying 50% of total supply. The major providers of DC capacity in Australia are a mix of international players and Australian based DC specialists. We predict that relative market shares of these players will converge over time due to relatively small areas of product and service differentiation.Driving the DC market is the submarine cable industry with four new cables planned. Perth and Brisbane are key growth areas, while Sydney will continue to remain the market leader by a large margin. A cable landing station was completed in Sunshine Coast in September 2019.
  • December 20, 2017

    Edge Computing – decentralising the cloud but not replacing it

    The rise of edge computing is an extension of a continuing technology cycle that begins with centralised processing and evolves into more distributed architectures. Edge computing will fuel strong IoT ecosystem growth as end devices become more powerful and capable of running sophisticated applications and services.
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    February 6, 2017

    Enterprise cloud on the horizon

    Enterprise cloud computing democratises access to IT capacity ranging from specialised software to platforms to infrastructure, transforming cost structures in sectors like media and retail. Cloud enables unprecedented scalability of bandwidth for digital media services like Pokémon Go and Netflix, while also hosting the back-end for advertisers and retailers. As the industry consolidates quickly, intense competition among Amazon, Microsoft and Google is delivering value to customers and boosting adoption.

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    November 22, 2016

    Cloud Computing – Are We All In?

    Cloud computing has become mainstream as digital disruption forces Australian organisations to move increasing workloads to the Cloud. We discuss how Australian businesses continue their push into the Cloud in order to drive efficiencies and innovation to gain a leading edge, adopting services such as SaaS, PaaS and IaaS, and how this may point to a future where IT will live in the Cloud

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    November 16, 2016

    The changing face of the data centre – Enabling digital tra [...]

    Driven by digital disruption, service innovation is going into overdrive as global and local players compete for a share in Australia’s fast growing data centre market. As Australia’s appetite for everything digital grows, the role of the data centre undergoes transformation from a passive hub to an enabler of innovation. We discuss the key areas of growth within the data centre market and how they are likely to change amidst continual disruption.

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    July 22, 2016

    Disruption In: Hospitality

    The hospitality ecosystem is getting smarter, applying technological solutions to old problems, including frictionless payments, cloud-based management reporting tools, as well as the generation of Big Data to aid decision making. We have identified four key areas of disruption which we believe are set to shape the hospitality industry.