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Digital PlatformsReport
Restoring the Social Compact: The Next Steps for Australia's FTA TV Industry
31 Aug 2026Read Research →
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Digital Regulation
ASD Accelerates Post-Quantum Timeline: Traditional Cryptography Faces 2030 Sunset
The Australian Signals Directorate requires organisations operating in Australia to have a refined post-quantum cryptography transition plan by the end of 2026, roughly five months from publication, with migration of critical systems commenced by end-2028 and the transition completed by end-2030. T…
24 Aug 2026Report
Digital Platforms
Beyond Incrementalism: We Need A Sovereign Strategy for Australia's News Media
The Albanese Government's finalised News Bargaining Incentive (NBI) introduces targeted structural adjustments to digital advertising levies, platform scopes, and distribution mechanisms. However, the framework remains overly cautious and reactive. This brief critiques the proposal's strategic limi…
6 AugBrief
Media
Future of Australian Television Part II: Four Scenarios to 2035This 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 JulyMediaFuture of Australian Television Part I: The Terrestrial TV EndgameThis 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…
31 JulyTelecomThe Connectivity Trap: Why Telstra's Dominant Position May Be Its Greatest Strategic LiabilityThe 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…
30 JulyDigital InfrastructureRed Stack Rising: Why Chinese Technology Is Winning Australia's Energy TransitionAustralia 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…
29 JulyTelecom
The Great AI Gamble: How Investors And Telcos Must Manage AI Capacity UncertaintyAustralia'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 JulyEnterprise ICTInside the AI Efficiency Revolution: Why AI Is Getting Cheaper to RunThe 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…
24 JulyDigital InfrastructureBeyond the Green Data Centre: Australia's AI Sovereignty Gap Is In Compute, Not KilowattsThe 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…
15 JulyMediaNRL's $5.3 Billion Deal: The Decline of Network Ten and the Rise of Subscription SportThe 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…
10 July
