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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.
29 July 2026 · DIGITAL INFRASTRUCTURE · REPORT
Red Stack Rising: Why Chinese Technology Is Winning Australia's Energy Transition
Australia faces a consequential technology choice. Over the five years to 2030, the infrastructure decisions made by households, enterprises, and policymakers in electric vehicles, home and grid-scale batteries, solar generation, and AI compute will lock in supplier relationships and strategic depe…24 July 2026 · ENTERPRISE ICT · EXPLAINER
Inside the AI Efficiency Revolution: Why AI Is Getting Cheaper to Run
The Venture Insights report The Great AI Gamble argued that algorithmic efficiency breakthroughs, primarily led by Chinese AI laboratories, could render a significant portion of Australia's 5.4 GW data centre pipeline as phantom demand. This explainer unpacks the engineering behind that argument. I…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…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…31 July 2026 · Media · Report· NEW
Future of Australian Television Part II: Four Scenarios to 2035
This report develops an integrated set of long-term scenarios for the Australian free-to-air television market to 2035, and sets out the strategic implications for each stakeholder group along with the policy changes required. It builds on the transmission-and-spectrum analysis of a companion repor…Future of Australian Television Part II: Four Scenarios to 2035
This report develops an integrated set of long-term scenarios for the Australian free-to-air television market to 2035, and sets out the strategic implications for each stakeholder group along with the policy changes required. It builds on the transmission-and-spectrum analysis of a companion repor…
31 July 2026 · Media · Report· NEW
Future of Australian Television Part I: The Terrestrial TV Endgame
This report examines the transmission-and-spectrum question at the heart of Australian free-to-air television's future. For free-to-air broadcasting, what happens to the digital terrestrial television (DTT) platform and the UHF frequencies it occupies is not one issue among many – it determines the…Future of Australian Television Part I: The Terrestrial TV Endgame
This report examines the transmission-and-spectrum question at the heart of Australian free-to-air television's future. For free-to-air broadcasting, what happens to the digital terrestrial television (DTT) platform and the UHF frequencies it occupies is not one issue among many – it determines the…
30 July 2026 · Telecom · Report· NEW
The Connectivity Trap: Why Telstra's Dominant Position May Be Its Greatest Strategic Liability
The proposed Morrison Equity Partners acquisition of a 30% stake in Optus (at a reported ~6× EBITDA) is not simply an asset recycling event. It is a signal from Singtel's board that connectivity economics in Australia are a diminishing return on capital, and that the future belongs to the infrastru…The Connectivity Trap: Why Telstra's Dominant Position May Be Its Greatest Strategic Liability
The proposed Morrison Equity Partners acquisition of a 30% stake in Optus (at a reported ~6× EBITDA) is not simply an asset recycling event. It is a signal from Singtel's board that connectivity economics in Australia are a diminishing return on capital, and that the future belongs to the infrastru…
29 July 2026 · Digital Infrastructure · Report· NEW
Red Stack Rising: Why Chinese Technology Is Winning Australia's Energy Transition
Australia faces a consequential technology choice. Over the five years to 2030, the infrastructure decisions made by households, enterprises, and policymakers in electric vehicles, home and grid-scale batteries, solar generation, and AI compute will lock in supplier relationships and strategic depe…Red Stack Rising: Why Chinese Technology Is Winning Australia's Energy Transition
Australia faces a consequential technology choice. Over the five years to 2030, the infrastructure decisions made by households, enterprises, and policymakers in electric vehicles, home and grid-scale batteries, solar generation, and AI compute will lock in supplier relationships and strategic depe…
24 July 2026 · Telecom · Report
The Great AI Gamble: How Investors And Telcos Must Manage AI Capacity Uncertainty
Australia's formal AEMO data centre pipeline totals 5.4 GW in grid connection applications. The IEA simultaneously says that energy per Al task is falling at least an order of magnitude annually. Those two facts imply that the pipeline is overbuilt. We think that reading is too quick. The same IEA…The Great AI Gamble: How Investors And Telcos Must Manage AI Capacity Uncertainty
Australia's formal AEMO data centre pipeline totals 5.4 GW in grid connection applications. The IEA simultaneously says that energy per Al task is falling at least an order of magnitude annually. Those two facts imply that the pipeline is overbuilt. We think that reading is too quick. The same IEA…
24 July 2026 · Enterprise ICT · Explainer
Inside the AI Efficiency Revolution: Why AI Is Getting Cheaper to Run
The Venture Insights report The Great AI Gamble argued that algorithmic efficiency breakthroughs, primarily led by Chinese AI laboratories, could render a significant portion of Australia's 5.4 GW data centre pipeline as phantom demand. This explainer unpacks the engineering behind that argument. I…Inside the AI Efficiency Revolution: Why AI Is Getting Cheaper to Run
The Venture Insights report The Great AI Gamble argued that algorithmic efficiency breakthroughs, primarily led by Chinese AI laboratories, could render a significant portion of Australia's 5.4 GW data centre pipeline as phantom demand. This explainer unpacks the engineering behind that argument. I…
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…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…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…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…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…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…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…
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