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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
Apple's 2026 capex as a share of revenue, vs 27–52% across Amazon, Alphabet, Microsoft, Meta and Oracle
Apple's Edge-First AI Bet: All the Upside of Open-Weight Models, None of the Frontier Bill
Apple's estimated annual free cash flow preserved by its asset-light AI architecture
Apple's Edge-First AI Bet: All the Upside of Open-Weight Models, None of the Frontier Bill
UOMO Act compliance deadline for satellite mobile coverage
Sovereignty Stack at Risk: Three Tech Dependencies That Threaten Australia
Australian landmass covered by Starlink constellation
Sovereignty Stack at Risk: Three Tech Dependencies That Threaten Australia
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 →
Apple's 2026 capex as a share of revenue, vs 27–52% across Amazon, Alphabet, Microsoft, Meta and Oracle
Apple's Edge-First AI Bet: All the Upside of Open-Weight Models, None of the Frontier BillApple's estimated annual free cash flow preserved by its asset-light AI architecture
Apple's Edge-First AI Bet: All the Upside of Open-Weight Models, None of the Frontier Bill