Skip to content
Venture Insights

ANZ TMT · Premium Research Intelligence · Since 2010

Insights for the ANZ Digital Economy

Proprietary forecasts, primary surveys and strategic analysis — built exclusively for Australia and New Zealand’s B2B decision-makers.

Browse Reports
View Pricing
Trusted by ANZ's leading organisations
TelstraOptusNBN CoFoxtelNineEYNokiaMacquarie
Historical Data15+ years of ANZ recordsContinuous market intelligence since 2010
Forward Forecasts5-year rolling outlookModels refreshed on a 3–6 month cycle or immediately when market-shifting events occur
Sectors
TelecomMediaEnterprise ICTDigital Infrastructure
Digital PlatformsDigital EconomyDigital Regulation
INTELLIGENCE

Latest Research

Browse all
New Spectrum Taxes: Why “Business As Usual” is a Perilous Assumption
New
TelecomReport

New Spectrum Taxes: Why “Business As Usual” is a Perilous Assumption

22 May 2026Read Research →
Digital Platforms

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 2026Equity Insights
Microsoft Q1 2026: Five Things to Watch
Digital Platforms·1 May

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 Infrastructure Surges in April 2026 on Record Data Center Utilization and Graphene Breakthroughs
Digital Infrastructure·1 May

Digital Infrastructure Surges in April 2026 on Record Data Center Utilization and Graphene Breakthroughs

Digital Platforms

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 MayEquity Insights
Telco Sector Surges in April 2026 as Megaport and Codan Deliver Major Contract and Guidance Upgrades
1 May
Alphabet Q1 2026: Five Things to WatchA $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
Amazon Q1 2026: Five Things to WatchAWS 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
FTA 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…
1 May
Meta Q1 2026: Five Things to WatchMeta'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
Media 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 May
Microsoft’s $25B Australian Investment: Avoiding AI’s Technology Lock-InThis 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.
30 Apr
Australian Data Centre Interconnect Market: Set to Boom with AI SurgeAustralia’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…
24 Apr

Stay informed

Expert ANZ TMT analysis, delivered to your inbox.

Every week. The most critical moves in Telco, Media, ICT, Digital Infrastructure and Platforms — decoded by David Kennedy.

How we help

Proprietary data, expert execution.

Strategic ANZ intelligence built on primary surveys and bottom-up models. No global templates.

1-Year

Forecast Horizon

Forecasting

Know where ANZ subscriber numbers, revenue and tech adoption are headed. Bottom-up models reviewed quarterly or when the market shifts.

Explore Forecasting

Research

Understand why ANZ markets moved — contrarian, evidence-based perspectives from analysts with decades of direct sector experience.

Explore Research

Primary

Primary surveys by ANZ TMT analysts — findings fed directly into our forecast models for maximum strategic value.

Explore Primary

Consulting

Your specific ANZ TMT question. Our 15 years of proprietary data. A defensible deliverable in weeks.

Explore Consulting

Research library

2,000+ reports.
All ANZ-native.

15 years of continuous ANZ-specific data. Updated quarterly — or immediately when the market shifts.

Browse all reportsView pricing

Latest Research

TelecomMay 2026

New Spectrum Taxes: Why “Business As Usual” is a Perilous Assumption

Read report →
Digital PlatformsMay 2026

Apple Q1 2026: Five Things to Watch

Read report →
Digital PlatformsMay 2026

Microsoft Q1 2026: Five Things to Watch

Read report →
Digital InfrastructureMay 2026

Digital Infrastructure Surges in April 2026 on Record Data Center Utilization and Graphene Breakthroughs

Read report →
Digital PlatformsMay 2026

EQUITY INSIGHT SERIES | Q1 2026: Big Tech Q1 2026 Earnings

Read report →
TelecomMay 2026

New Spectrum Taxes: Why “Business As Usual” is a Perilous Assumption

Read report →
Digital PlatformsMay 2026

Apple Q1 2026: Five Things to Watch

Read report →
Digital PlatformsMay 2026

Microsoft Q1 2026: Five Things to Watch

Read report →
Digital InfrastructureMay 2026

Digital Infrastructure Surges in April 2026 on Record Data Center Utilization and Graphene Breakthroughs

Read report →
Digital PlatformsMay 2026

EQUITY INSIGHT SERIES | Q1 2026: Big Tech Q1 2026 Earnings

Read report →
View all 2,000+ reports→

Seven Sectors. One Source.

Proprietary research and forecasts built for ANZ decision-makers — since 2010.

01

Telecom

Networks, operators, and connectivity services that power global communications.

5G / 6GMobile OperatorsBroadband & Satellite
View Research
02

Media

Technology meets content creation, distribution, and monetisation at scale.

Streaming & OTTGaming & Creator EconomyAdTech & Broadcasting
View Research
03

Enterprise ICT

Technology solutions and services powering how businesses run operations.

Managed IT & UCEnterprise SoftwareSD-WAN & Cloud
View Research
04

Digital Infrastructure

Physical and virtual assets enabling cloud, computing, and connectivity.

Data CentresEdge & Cloud IaaSSubsea Cables & Fibre
View Research
05

Digital Platforms

Software ecosystems and digital marketplaces connecting users and businesses.

SaaS & PaaSAI / ML EnvironmentsIoT Platforms
View Research
06

Digital Economy

How digital technology reshapes markets, society, and global GDP.

E-commerce MarketsSmart CitiesDigital Inclusion
View Research
07

Digital Regulation

Legal, policy, and compliance frameworks governing the TMT sector.

Data Privacy & GDPRAI GovernanceAntitrust & Net Neutrality
View Research

Browse

All Research

Coverage since 2010

Our Philosophy

“We don't apply northern hemisphere templates to southern hemisphere challenges.”

Venture Insights is Australia and New Zealand's only independent research firm dedicated to Telco, Media, Enterprise ICT, Digital Infrastructure and Platforms. Since 2010, we have helped industry leaders navigate complex market shifts with sovereign intelligence.

David Kennedy

Founder & Managing Director

About Us