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1 May 2026 · TELECOM · MONTHLY COMMENTARY· Free
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254 reports1 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
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 · Telecom · Monthly Commentary· NEW· Free
Telco Sector Surges in April 2026 as Megaport and Codan Deliver Major Contract and Guidance Upgrades
Telecom
FreeNew
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 Infrastructure · Monthly Commentary· NEW· Free
Digital Infrastructure Surges in April 2026 on Record Data Center Utilization and Graphene Breakthroughs
Digital Infrastructure
FreeNew
1 May 2026Monthly Commentary
Digital Infrastructure Surges in April 2026 on Record Data Center Utilization and Graphene Breakthroughs
Free to read
1 May 2026 · Media · Monthly Commentary· NEW· Free
Media Sector Consolidation and Litigation: oOh!media Surges 23.2% on PEP Bid While ARN Faces Legal Headwinds
ARN Media shares rose 9.8% during the month of April 2026. ARN Media faced significant legal headwinds in late March 2026 as two high-profile former contractors commenced proceedings in the Federal Court. On 23 March 2026, the company announced that Mr. Kyle Sandilands filed suit against ARN and it…Media
FreeNew
1 May 2026Monthly Commentary
Media Sector Consolidation and Litigation: oOh!media Surges 23.2% on PEP Bid While ARN Faces Legal Headwinds
ARN Media shares rose 9.8% during the month of April 2026. ARN Media faced significant legal headwinds in late March 2026 as two high-profile former contractors commenced proceedings in the Federal Court. On 23 March 2026, the company announced that Mr. Kyle Sandilands filed suit against ARN and it…
Free to read
1 May 2026 · Digital Platforms· NEW· 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
FreeNew
1 May 2026
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 · 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…
30 Apr 2026 · Enterprise ICT · Report
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.Enterprise ICT
30 Apr 2026Report
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…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…
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