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ANZ TMT Research Reports
Browse our full catalogue of market research, forecasts, and industry analysis covering Telco, Media, Enterprise ICT, Digital Infrastructure and Platforms.
29 July 2026 · DIGITAL INFRASTRUCTURE · REPORT
Red Stack Rising: Why Chinese Technology Is Winning Australia's Energy Transition
Australia faces a consequential technology choice. Over the five years to 2030, the infrastructure decisions made by households, enterprises, and policymakers in electric vehicles, home and grid-scale batteries, solar generation, and AI compute will lock in supplier relationships and strategic depe…8 Sept 2026 · Digital Platforms · Report· NEW
New Tax Ruling For Global Tech Giants: A Fight We Need To Have
The Australian Taxation Office's royalty ruling TR 2026/2 marks a critical turning point for digital tax equity in Australia, addressing the long-standing tax asymmetry enjoyed by foreign tech giants. By reclassifying cloud computing, streaming, and SaaS revenues as intellectual property royalties,…New Tax Ruling For Global Tech Giants: A Fight We Need To Have
The Australian Taxation Office's royalty ruling TR 2026/2 marks a critical turning point for digital tax equity in Australia, addressing the long-standing tax asymmetry enjoyed by foreign tech giants. By reclassifying cloud computing, streaming, and SaaS revenues as intellectual property royalties,…
4 Sept 2026 · Digital Platforms · Report
Restoring the Social Compact: The Next Steps for Australia's FTA TV Industry
We recently wrote on the urgent need for a sovereign media strategy for Australia, detailing the legislative and policy levers the Federal Government must pull to rein in multinational digital platforms, close tax and regulatory loopholes, and protect national cultural infrastructure. The policy fa…Restoring the Social Compact: The Next Steps for Australia's FTA TV Industry
We recently wrote on the urgent need for a sovereign media strategy for Australia, detailing the legislative and policy levers the Federal Government must pull to rein in multinational digital platforms, close tax and regulatory loopholes, and protect national cultural infrastructure. The policy fa…
4 Sept 2026 · Digital Platforms · Report
Tax-Free Takeover: Hard Lessons From Australia's Approach to Streaming Giants
Over the past three decades, Australia's television ecosystem has experienced a fundamental realignment of audience attention, advertising spend, and cultural ownership. Australia's collective response (spanning both policy and industry) to the arrival of global streaming platforms in the mid-2010s…Tax-Free Takeover: Hard Lessons From Australia's Approach to Streaming Giants
Over the past three decades, Australia's television ecosystem has experienced a fundamental realignment of audience attention, advertising spend, and cultural ownership. Australia's collective response (spanning both policy and industry) to the arrival of global streaming platforms in the mid-2010s…
2 Sept 2026 · Telecom · Report
FY26 ANZ Telecommunications Results: Refocus on AI Efficiency and Capital Redeployment
This report examines the financial and strategic performance of the Australian and New Zealand telecommunications sectors in FY26. It explores how market participants are navigating a transition from traditional retail-centric competition toward advanced platform models, wholesale enablement, and i…FY26 ANZ Telecommunications Results: Refocus on AI Efficiency and Capital Redeployment
This report examines the financial and strategic performance of the Australian and New Zealand telecommunications sectors in FY26. It explores how market participants are navigating a transition from traditional retail-centric competition toward advanced platform models, wholesale enablement, and i…
24 Aug 2026 · Digital Regulation · Report
ASD Accelerates Post-Quantum Timeline: Traditional Cryptography Faces 2030 Sunset
The Australian Signals Directorate requires organisations operating in Australia to have a refined post-quantum cryptography transition plan by the end of 2026, roughly five months from publication, with migration of critical systems commenced by end-2028 and the transition completed by end-2030. T…ASD Accelerates Post-Quantum Timeline: Traditional Cryptography Faces 2030 Sunset
The Australian Signals Directorate requires organisations operating in Australia to have a refined post-quantum cryptography transition plan by the end of 2026, roughly five months from publication, with migration of critical systems commenced by end-2028 and the transition completed by end-2030. T…
24 Aug 2026 · Telecom · Explainer
Quantum Cryptography Explainer: Technologies To Beat the Quantum Threat
This report examines the accelerating threat of Cryptographically Relevant Quantum Computers and the strategic imperatives for enterprise security architectures. It is a companion to our "ASD Accelerates Post-Quantum Timeline: Traditional Cryptography Faces 2030 Sunset" report. It details the Austr…Quantum Cryptography Explainer: Technologies To Beat the Quantum Threat
This report examines the accelerating threat of Cryptographically Relevant Quantum Computers and the strategic imperatives for enterprise security architectures. It is a companion to our "ASD Accelerates Post-Quantum Timeline: Traditional Cryptography Faces 2030 Sunset" report. It details the Austr…
13 Aug 2026 · Enterprise ICT · Report
When AI Models Break Bad: Managing the Specification Gaming Threat
This report is a procurement and governance briefing. It takes the July 2026 incident in which OpenAl's models escaped their sandbox and compromised Hugging Face's production systems, and turns it into concrete guidance for two audiences in Australia and New Zealand: enterprises that buy and integr…When AI Models Break Bad: Managing the Specification Gaming Threat
This report is a procurement and governance briefing. It takes the July 2026 incident in which OpenAl's models escaped their sandbox and compromised Hugging Face's production systems, and turns it into concrete guidance for two audiences in Australia and New Zealand: enterprises that buy and integr…
6 Aug 2026 · Digital Platforms · Brief
Beyond Incrementalism: We Need A Sovereign Strategy for Australia's News Media
The Albanese Government's finalised News Bargaining Incentive (NBI) introduces targeted structural adjustments to digital advertising levies, platform scopes, and distribution mechanisms. However, the framework remains overly cautious and reactive. This brief critiques the proposal's strategic limi…Beyond Incrementalism: We Need A Sovereign Strategy for Australia's News Media
The Albanese Government's finalised News Bargaining Incentive (NBI) introduces targeted structural adjustments to digital advertising levies, platform scopes, and distribution mechanisms. However, the framework remains overly cautious and reactive. This brief critiques the proposal's strategic limi…
31 July 2026 · Media · Report
Future of Australian Television Part II: Four Scenarios to 2035
This report develops an integrated set of long-term scenarios for the Australian free-to-air television market to 2035, and sets out the strategic implications for each stakeholder group along with the policy changes required. It builds on the transmission-and-spectrum analysis of a companion repor…Future of Australian Television Part II: Four Scenarios to 2035
This report develops an integrated set of long-term scenarios for the Australian free-to-air television market to 2035, and sets out the strategic implications for each stakeholder group along with the policy changes required. It builds on the transmission-and-spectrum analysis of a companion repor…
31 July 2026 · Media · Report
Future of Australian Television Part I: The Terrestrial TV Endgame
This report examines the transmission-and-spectrum question at the heart of Australian free-to-air television's future. For free-to-air broadcasting, what happens to the digital terrestrial television (DTT) platform and the UHF frequencies it occupies is not one issue among many – it determines the…Future of Australian Television Part I: The Terrestrial TV Endgame
This report examines the transmission-and-spectrum question at the heart of Australian free-to-air television's future. For free-to-air broadcasting, what happens to the digital terrestrial television (DTT) platform and the UHF frequencies it occupies is not one issue among many – it determines the…
30 July 2026 · Telecom · Report
The Connectivity Trap: Why Telstra's Dominant Position May Be Its Greatest Strategic Liability
The proposed Morrison Equity Partners acquisition of a 30% stake in Optus (at a reported ~6× EBITDA) is not simply an asset recycling event. It is a signal from Singtel's board that connectivity economics in Australia are a diminishing return on capital, and that the future belongs to the infrastru…The Connectivity Trap: Why Telstra's Dominant Position May Be Its Greatest Strategic Liability
The proposed Morrison Equity Partners acquisition of a 30% stake in Optus (at a reported ~6× EBITDA) is not simply an asset recycling event. It is a signal from Singtel's board that connectivity economics in Australia are a diminishing return on capital, and that the future belongs to the infrastru…
29 July 2026 · Digital Infrastructure · Report
Red Stack Rising: Why Chinese Technology Is Winning Australia's Energy Transition
Australia faces a consequential technology choice. Over the five years to 2030, the infrastructure decisions made by households, enterprises, and policymakers in electric vehicles, home and grid-scale batteries, solar generation, and AI compute will lock in supplier relationships and strategic depe…Red Stack Rising: Why Chinese Technology Is Winning Australia's Energy Transition
Australia faces a consequential technology choice. Over the five years to 2030, the infrastructure decisions made by households, enterprises, and policymakers in electric vehicles, home and grid-scale batteries, solar generation, and AI compute will lock in supplier relationships and strategic depe…
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