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MediaReport
Future of Australian Television Part II: Four Scenarios to 2035
31 July 2026Read Research →
New
Media
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…
31 July 2026Report
Telecom
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 JulyReport
Enterprise ICT
Inside 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 JulyTelecomHow Regulation Squeezes Investment in Telco Network Resilience: What Needs to ChangeThis 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…
9 JulyDigital Platforms
Nine/Microsoft news deal points to the alternative to News Media Bargaining conflictThis 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 JulyMediaNavigating Fragmentation: The Future of Australian Public Broadcasters' News ReportingThis 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…
6 JulyDigital PlatformsDigital News Report Australia 2026 Report - Key findingsLast 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…
1 JulyTelecomMoose Mobile's TPG Shift Ignites Price War as MVNO Growth SlowsSwoop Holdings' decision to move Moose Mobile's 135,000 subscribers from Optus to TPG Telecom aims to reduce wholesale costs and boost margins by 50%. This migration, however, introduces significant churn risk in a maturing MVNO market, where growth is projected to slow to 3-4% by FY31. The move ha…
29 June
