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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.
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Latest Reports · Key Data
Blended effective tax rate of 6 major platforms on total Australian income (FY2022/23)
Beyond the Green Data Centre: Australia's AI Sovereignty Gap Is In Compute, Not Kilowatts
Aggregate total income of 6 major platforms in Australia (FY2022/23)
Beyond the Green Data Centre: Australia's AI Sovereignty Gap Is In Compute, Not Kilowatts
Total value of NRL media rights agreement (2028-2034)
NRL's $5.3 Billion Deal: The Decline of Network Ten and the Rise of Subscription Sport
Uplift in cash per annum from NRL rights agreement
NRL's $5.3 Billion Deal: The Decline of Network Ten and the Rise of Subscription Sport
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 →
Blended effective tax rate of 6 major platforms on total Australian income (FY2022/23)
Beyond the Green Data Centre: Australia's AI Sovereignty Gap Is In Compute, Not KilowattsAggregate total income of 6 major platforms in Australia (FY2022/23)
Beyond the Green Data Centre: Australia's AI Sovereignty Gap Is In Compute, Not Kilowatts