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Starlink IPO: What It Means for Australian Investors and the ANZ Connectivity Market
11 June 2026Read Research →
New
Telecom
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 2026Explainer
Telecom
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…
3 JuneMonthly Commentary
Digital Infrastructure
21.6% Decline for Cogent Leads Mixed Digital Infrastructure Performance in May 2026The 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 JuneMedia15.4% Surge in oOh Media Leads Sector as M&A Activity Offsets Governance TurmoilThe 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…
1 JuneTelecomNew Spectrum Taxes: Why “Business As Usual” is a Perilous AssumptionThe 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…
22 MayMediaFTA TV Recovery Requires Ad Agency Re-set: Moving from Clicks to ValueThis 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…
15 MayDigital Platforms
Microsoft Q1 2026: Five Things to WatchAzure 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 MayMediaMedia Sector Consolidation and Litigation: oOh!media Surges 23.2% on PEP Bid While ARN Faces Legal HeadwindsARN 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…
1 MayDigital InfrastructureDigital Infrastructure Surges in April 2026 on Record Data Center Utilization and Graphene Breakthroughs
1 MayTelecomTelco Sector Surges in April 2026 as Megaport and Codan Deliver Major Contract and Guidance Upgrades
1 May
