Insights for the ANZ Digital Economy

Apple Q1 2026: Five Things to WatchiPhone 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…

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…

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

Digital Platforms

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…

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 May Enterprise ICT

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 Digital Infrastructure

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

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

FTA TV Recovery Requires Ad Agency Re-set: Moving from Clicks to Value

Telco Sector Surges in April 2026 as Megaport and Codan Deliver Major Contract and Guidance Upgrades

Digital InfrastructureMay 2026

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

Media Sector Consolidation and Litigation: oOh!media Surges 23.2% on PEP Bid While ARN Faces Legal Headwinds

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

FTA TV Recovery Requires Ad Agency Re-set: Moving from Clicks to Value

Telco Sector Surges in April 2026 as Megaport and Codan Deliver Major Contract and Guidance Upgrades

Digital InfrastructureMay 2026

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

Media Sector Consolidation and Litigation: oOh!media Surges 23.2% on PEP Bid While ARN Faces Legal Headwinds

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