.svg?dpl=dpl_9acrakmJ8DNaSyLaERYFhS9t7hjU){kind=logo}
ANZ TMT Intelligence
Worth Reading
David Kennedy's weekly take on what's moving in Telecom, Media, Digital Infrastructure & Platforms — with the ANZ data to back it up.
Free · No spam · Unsubscribe anytime · Every week
- Weekly MD commentary from David Kennedy
- New report alerts straight to your inbox
- Free executive summaries — no paywall
Latest Reports · Key Data
New Zealand population covered by UFB gigabit-capable fibre
New Zealand's LEO and Hyperscaler Regulatory Gap: The Case for Reform
New Zealand population - the market scale constraining dual-network rural economics
New Zealand's LEO and Hyperscaler Regulatory Gap: The Case for Reform
Total Australian advertising spend forecast for FY31
Australia Advertising Expenditure Forecast 2026
Total Australian ad spend CAGR, FY26/31
Australia Advertising Expenditure Forecast 2026
Weekly Commentary
Venture Insights
20 March 2026
What's Inside
- •Paramount–WBD: implications for ANZ TV
- •Network 10 and the future of FTA broadcasting
- •ACCC cross-media regulation outlook
Notes from the MD
David Kennedy, Managing Director
“This week we look at the ramifications for Australia of Paramount's massive US$111 billion acquisition of Warner Bros. Discovery…”
Paramount's US$111bn WBD Deal: Seismic Shift
- •Network 10 integration into Paramount AI ad platforms
- •Prospect of Paramount+/Max streaming merger in Australia
- •New competition for domestic sports rights
ACCC review timeline · Cross-media thresholds · Stakeholder implications for Nine & Seven
Subscription revenue projections · Regional broadcast exposure analysis →
New Zealand population covered by UFB gigabit-capable fibre
New Zealand's LEO and Hyperscaler Regulatory Gap: The Case for ReformNew Zealand population - the market scale constraining dual-network rural economics
New Zealand's LEO and Hyperscaler Regulatory Gap: The Case for Reform