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Forecasts, surveys & strategic analysis for the ANZ digital economy.
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Digital PlatformsExplainer
Apple's Edge-First AI Bet: All the Upside of Open-Weight Models, None of the Frontier Bill
23 Oct 2026Read Research →
New
Telecom
Sovereignty Stack at Risk: Three Tech Dependencies That Threaten Australia
Australia's digital economy now depends on three categories of infrastructure that are controlled, directly or indirectly, by US entities: frontier AI models, hyperscaler cloud and data centre services, and low Earth orbit (LEO) satellite connectivity. Assessed individually, each dependency carries…
19 Oct 2026Report
Digital Regulation
How Open-Weight AI Is Redrawing the Frontier - and What China's DeepSeek Moment Means for Australia
The artificial intelligence industry is cleaving into two structurally distinct camps. On one side stand the closed frontier models - proprietary systems from Anthropic, OpenAI, and Google DeepMind, accessed exclusively via metered APIs, with weights that never leave vendor-controlled infrastructur…
6 OctExplainer
Telecom
Australia Consumer Mobile Forecast 2026We expect consumer mobile revenue (both service and hardware) to grow at a CAGR of 3.6% over FY26/31. In FY26, we estimate that mobile constituted 63% of total consumer telecommunications revenue in Australia. We forecast this share will remain flat over the FY26/31 forecast period, as growth flows…
24 SeptDigital RegulationIs Big Tech Weaponising AI Safety to Crush Open-Source Rivals?Between 2023 and 2026, the world's AI oligopoly shifted from publishing abstract ethical declarations to submitting comprehensive legislative blueprints to global policymakers. This explainer analyses the AI governance doctrines of Microsoft, OpenAI, Google, Anthropic, Meta, IBM, Amazon Web Service…
23 SeptTelecomAustralia Consumer Fixed Telecommunications Forecast 2026This report provides a comprehensive forecast and analysis of the Australian consumer fixed telecommunications market through 2031. It examines key drivers and trends across fixed broadband and voice-only services, including household penetration, ARPU dynamics, fixed wireless access growth, and sh…
16 SeptDigital RegulationNew Tax Ruling For Global Tech Giants: A Fight We Need To HaveThe Australian Taxation Office's royalty ruling TR 2026/2 marks a critical turning point for digital tax equity in Australia, addressing the long-standing tax asymmetry enjoyed by foreign tech giants. By reclassifying cloud computing, streaming, and SaaS revenues as intellectual property royalties,…
8 SeptMedia
Restoring the Social Compact: The Next Steps for Australia's FTA TV IndustryWe recently wrote on the urgent need for a sovereign media strategy for Australia, detailing the legislative and policy levers the Federal Government must pull to rein in multinational digital platforms, close tax and regulatory loopholes, and protect national cultural infrastructure. The policy fa…
4 SeptMediaTax-Free Takeover: Hard Lessons From Australia's Approach to Streaming GiantsOver the past three decades, Australia's television ecosystem has experienced a fundamental realignment of audience attention, advertising spend, and cultural ownership. Australia's collective response (spanning both policy and industry) to the arrival of global streaming platforms in the mid-2010s…
4 SeptTelecomFY26 ANZ Telecommunications Results: Refocus on AI Efficiency and Capital RedeploymentThis report examines the financial and strategic performance of the Australian and New Zealand telecommunications sectors in FY26. It explores how market participants are navigating a transition from traditional retail-centric competition toward advanced platform models, wholesale enablement, and i…
2 SeptDigital RegulationASD Accelerates Post-Quantum Timeline: Traditional Cryptography Faces 2030 SunsetThe 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
