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Research
ANZ TMT Strategic Research & Intelligence
ANZ's Telco and Media markets are converging faster than most models predicted. We combine proprietary primary data with direct industry access to explain not just what happened — but why, and what it means for your strategy in the next 12–36 months.
Our Approach
Intelligence With a Point of View
We move beyond the data to deliver contrarian, evidence-based perspectives on the ANZ TMT sector. Our analysts have direct industry access — not just secondary source aggregation — which means our analysis reflects what is actually happening in the market, not what the press release says.
High-Conviction Insights
We move beyond the hype to deliver contrarian, evidence-based perspectives on the TMT sector.
Real-Time AI Tracking
As AI evolves weekly, our research captures its immediate impact on enterprise software, energy demand, and labour productivity.
ANZ Specialist Focus
Unrivalled depth in the Australian and New Zealand policy landscapes.
Deep Expertise
Our Research Pillars
Regulatory & Policy Intelligence
Navigating the ANZ regulatory labyrinth requires more than just monitoring headlines. We provide granular analysis of the legislative shifts defining the "Rules of the Game."
- Bespoke Regulatory Trackers: Custom-built monitoring for Enterprise clients across Spectrum, Digital Platforms, and Privacy Law
- Telecommunications Policy: Expert analysis of ACCC/RSM rulings, NBN evolution, and USO reforms
- AI Governance: Tracking the emergence of AI ethics frameworks and mandatory safeguards in the local market
Go-to-Market & Competitive Strategy
Identify the "Right to Win." We map the competitive battlefield to help vendors and investors optimise their execution.
- Competitor Benchmarking: Quarterly analysis of Tier 1 and Tier 2 players (Telstra, Optus, TPG, Spark, 2degrees)
- Market Entry Playbooks: Strategic frameworks for international firms launching TMT products in Australia and New Zealand
- Churn & Retention Analysis: Understanding consumer behaviour in the "Subscription Economy"
Future Technology & Digital Transformation
We analyse the "Next Wave" of technology through a commercial lens, focusing on structural shifts rather than transient trends.
- The AI Revolution: From Applied AI in Healthcare to the impact of LLMs on the SaaS "Per-Seat" model
- Next-Gen Infrastructure: The transition to 6G, Edge Computing, and Software-Defined Networking (SDN)
- Cybersecurity & Sovereign Cloud: Analysing the rising demand for protected infrastructure and data residency
Access Levels
How We Deliver Insights
What you receive at each subscription tier.
Swipe to compare all tiers →
| Format | Free (Login) | Lite & Team | Enterprise & Advisory |
|---|---|---|---|
| Weekly Mailout | Summary | Full Insights | Executive Briefing |
| Research Reports | Infographics Only | Recent (4 Weeks / 3 Mo) | Full Archive Access |
| Regulatory Tracking | General Updates | Bespoke Client Trackers | |
| GTM Frameworks | Static Reports | Interactive Strategy Tools | |
| Future Tech Briefs | Summaries | Deep-Dives | Priority Analyst Briefings |
Advisory Services
Your In-House TMT Expert
For projects requiring deeper immersion — such as M&A due diligence or bespoke regulatory advocacy — our senior team provides direct strategic counsel.
- Impact of AI Workshops: Tailored sessions for executive teams and investment committees
- Regulatory Advocacy Support: Data-backed evidence for policy submissions and government relations
- Commercial Due Diligence: Rigorous validation of investment theses in the TMT space
Platform Experience
Built for Strategic Intelligence
Thematic Search
Filter the entire research library by Theme (e.g., "M&A," "AI," "Spectrum") or Sector (e.g., "Digital Infra").
Intelligence Alerts
Enterprise users can set "Keyword Alerts" for specific regulatory topics or competitor moves.
Linked Intelligence
Every Research Report automatically displays "Related Forecasts" from our modelling library to bridge the gap between strategy and data.
Stay informed
Get the weekly ANZ TMT briefing
David Kennedy’s weekly take on what’s moving in Telco, Media, ICT, Digital Infrastructure and Platforms — with the data to back it up. Free, no spam.