David Kennedy

New Spectrum Taxes: Why “Business As Usual” is a Perilous Assumption

May 2026

Australian Data Centre Interconnect Market: Set to Boom with AI Surge

April 2026

Datagrid’s NZ Data Centre Moves to Implementation - ANZ Becomes Key Node in Global Digital Infrastructure

April 2026

US Verdicts Hit Meta and YouTube - Implications for ANZ Social Media Regulation

March 2026

Telstra’s Mobile Price Hikes a Bitter Pill - For A Healthier Industry

March 2026

The Empire Strikes Back - Free TV Industry’s Drive for Young Viewers

March 2026

Paramount’s US$111bn WBD deal: Seismic Shift for Australian TV Media

March 2026

2026 Australia Data Centre Outlook - Southern Hub Investment Drives Growth

March 2026

2026 New Zealand Data Centre Outlook - investment surge boosts capacity growth

March 2026

Nine/SXL Results Highlight Digital Prospects

February 2026

Hyperscale Data Centre Growth Threatens ANZ Telco Revenues and Digital Sovereignty

February 2026

Restructured Australian Media Aims to Resist Global Digital Dominance

February 2026

Radio Listening Grows, as Digital Advertising Scale Expands

February 2026

The Seat is Dead - Investors and IT Service Firms Prepare for a Post-SaaS World

February 2026

Australia & New Zealand Wholesale Forecast 2025

January 2026

Netflix/Warner takeover will squeeze local media

December 2025

Telco-Hyperscale Strategies - Managing Telco Risk at the Network Edge

December 2025

Australian Government Must Win the News Bargaining Battle

December 2025

Time to Abolish the Regional Broadband Scheme?

November 2025

In Defence of Australia’s ESafety Commission - Why Technology Needs Regulation

November 2025

TPG's Strategic Shift to Telecom Sustainability

November 2025

Australia’s Social Media Minimum Age Scheme

November 2025

Telco-Hyperscale Strategies - Balancing Risks and Opportunities in Core Network Outsourcing

November 2025

Australia Advertising Expenditure Forecast 2025

November 2025

Ad market growth holds up as the AI shift helps ‘traditional’ media

October 2025

Australian Government rejects the PC’s TDM Exception for Copyright

October 2025

Australia B2B Fixed Services Forecast 2025

October 2025

State of the Australian Telecommunications Industry: Telco at a Crossroads

October 2025

Social media decline will open new opportunities for digital audio and TV

October 2025

FY25 Results - Challengers Aussie Broadband and Superloop Lead Australian Industry Growth

October 2025

FY25 Results - Niche Tech Specialists Redefine Value and Growth

October 2025

Australian Media Consolidation: Global Competition Drives $417M Powerhouse

October 2025

ANZ Telco-Cloud Market Overview - Partnership Strategies

October 2025

Future of the Newscast: The Evolution of Australia's Information Landscape

September 2025

FY25 results - Australian telco industry splits into four camps

September 2025

FY25 results - ANZ incumbents refocus on connectivity and profitability

September 2025

SUBMISSION on the Interim Report of the “Harnessing data and digital technology” inquiry: Promoting microeconomic reform for a sustainable AI ecosystem

September 2025

ANZ LEOSat competition - Vocus aggregates while Optus challenges

September 2025

Consumerisation brings regulation risk for the AI industry

September 2025

ANZ Telco-cloud market overview - benefits and risks of co-opetition

August 2025

SCA results - digital is now the growth engine of radio

August 2025

NBN Co's Accelerated Speed Tiers - De-Risking Broadband Through Fibre Investment

August 2025

An Industry Explainer on the Australian Copyright System

August 2025

ANZ LEOSat’s Next Wave: Market Entrants, New Capabilities, and Sovereign Imperatives

August 2025

Productivity Commission Misfires on Content Ownership in the AI Economy

August 2025

A New Horizon for TPG - From Infrastructure Owner to Mobile-Centric Innovator

August 2025

Meta's Twin Engines: Profiting from AI, Betting on Superintelligence and Augmented Reality

August 2025

ANZ LEOSat commercial offerings - price-performance comparison shows clear segmentation

July 2025

The End of Search - Navigating the Transition to an AI-Centric Information Ecosystem

July 2025

The ANZ LEOSat market takes shape

July 2025

Telco AI will help address demands of industry investors

July 2025

Australia Video Entertainment Outlook 2025

July 2025

Fibre versus FWA in the AI age

July 2025

SVOD dominates household video as pay TV slumps

July 2025

Customer Hardship and the AI Paradox: Navigating the Customer Service Tipping Point

July 2025

OzTAM Streamscape corrects narrative of FTA TV decline

July 2025

Australia Consumer Mobile Forecast 2025

June 2025

SCA exits regional TV, the end of a media policy era

June 2025

Google’s Grand Reset - From Search Giant to Sovereign System

June 2025

Australia Consumer Fixed Telecommunications Forecast 2025

June 2025

Social media age restrictions can work, but need an education strategy

June 2025

The $10 Billion Bill – US Software Licences Lock Australia into a High-Cost Trap

June 2025

Telstra’s Connected Future 30 drives a new industry narrative

May 2025

New Zealand Consumer Mobile Forecast 2025

May 2025

New Zealand Consumer Fixed Forecast 2025

May 2025

Time for a Digital Services Tariff?

May 2025

The Evolution of Media - From Broadcast to AI Interaction

May 2025

The Global AI Governance Power Struggle - Implications for Australia and New Zealand

May 2025

ANZ FWA growth challenges NBN and UFB

April 2025

Action needed against digital dominance of Australia’s media

April 2025

Breaking the Consensus - future media scenarios

April 2025

Australian NBN discounting drives challenger growth

April 2025

Unified ad measurement in Australia needs collaboration

March 2025

Global Tech Giants and Tax Avoidance in Australia

March 2025

Australia’s Response to U.S. Transactional Trade Strategies

March 2025

USO reform - the Budget dog that didn’t bark

March 2025

Why is Australia’s FTA TV stronger than New Zealand’s?

March 2025

Trade Wars, Market Turmoil: Australia’s Digital Imperative - and Opportunity

March 2025

Australia’s Losing Battle with Digital Media Giants – Time to Fight Back

March 2025

Apple and Microsoft Would Crack the ASX10

March 2025

Breaking the Consensus: media futures in a fractured world

March 2025

The tariff debate ignores Australia’s digital dependence

March 2025

2024 VOZ data shows FTA TV has stabilised

March 2025

TPG network sharing deal is lifting mobile competition

March 2025

Mobile USO is obsolete before it has begun

February 2025

Seven and Nine results: Audience gains show power and peril of sport

February 2025

Has FTA TV ad revenue found its floor?

February 2025

No surprises in Telstra’s improved 1H25 results

February 2025

DeepSeek’s Disruption – AI, Geopolitics, and Market Shifts

February 2025

Australian Government ramps up support of news publishing

February 2025

ACCC broadband stats show LEOSat potential - but also problems

December 2024

The rise and rise of YouTube

December 2024

Tasman Ring cable will help integrate Australia/New Zealand data centre markets

December 2024

Australian Treasury’s regulation proposal signals tougher approach to platforms

December 2024

How Bosun subsea cable and data centre investment will shape Australia’s Indo-Pacific future

November 2024

Australian social media regulation finally pivots to implementation

November 2024

YouTube's Quiet Takeover of Television in Australia and New Zealand

November 2024

NBN anticipates big lift in NBN connections

November 2024

“Duty of care” will refresh the Australian social media regulation debate

November 2024

Why have some households abandoned the TV?

November 2024

Optus HY results driven by cost cutting and ARPU growth

November 2024

Trump win may see digital platforms contribution to USO

November 2024

The times will suit FTA TV as households turn to “free”

November 2024

The nuclear option for data centre energy supply

November 2024

Radio reach growing as both broadcast and online expand

October 2024

Starlink viability will move the USO debate forward

October 2024

How Global Tech Companies Impact Australia’s Media Landscape: Government Efforts and Global Solutions

October 2024

Australia's 600MHz digital spectrum dividend process has years to run

October 2024

FTA TV’s FY24 viewing data bucks the narrative of decline

October 2024

Comparing LEO Satellites, 5G, Fiber Broadband, and Hybrid Networks

October 2024

The Future of Connectivity in Australia: Comparing LEO Satellites, 5G, Fiber Broadband, and Hybrid Networks

October 2024

Australia Advertising Expenditure Forecast 2024

October 2024

TPG/Vocus deal improves returns to Australian telecommunications investment

October 2024

NZ news bargaining debate signals trouble for ANZ regulators

October 2024

Is telecommunications approaching its end-game?

October 2024

Optus outage inquiry raises mandatory roaming spectre

October 2024

Media market trends ensure a SCA TV deal - sooner or later

October 2024

SVOD’s profit challenge to drive further price pressure

September 2024

FWA keeps up the pressure on fixed broadband

September 2024

Five-year Outlook for Telco Market 2024

September 2024

Mis/disinformation legislation puts Government credibility at risk

September 2024

ANZ business fixed market to remain under pressure

September 2024

Australia B2B Fixed Forecast 2024

September 2024

Impending privacy reforms driving rethink on ad targeting

September 2024

ANZ enterprise mobility market has growth potential

September 2024

Australia B2B Mobility Forecast 2024

September 2024

New Zealand B2B Fixed Forecast 2024

September 2024

Optus/TPG MOCN approval good for industry ROIC

September 2024

Digital advertising growth highlights platform dominance

September 2024

Five-Year Media Industry Outlook 2024

September 2024

Public broadcasting role in news ecosystem will grow

August 2024

ANZ cloud growth to drive datacentre demand

August 2024

Australia B2B IT Forecast and Outlook 2024

August 2024

Telstra mobile FY24 - up in consumer, down in enterprise

August 2024

Commercial TV’s long-term growth story

August 2024

NBN FY24 results - enterprise growth pressures industry

August 2024

Has commercial TV hit rock bottom?

August 2024

Gambling crackdown exposes broadcast policy gap

August 2024

Where will new telco competition arise in ANZ?

August 2024

Nike shows that brand (and TV) advertising is still key

August 2024

New Zealand B2B Mobility Forecast 2024

July 2024

Google shifts ground on cookie deprecation

July 2024

Out Of Home advertising boom will continue

July 2024

TV broadcast shutdown on the agenda in New Zealand

July 2024

Regional TV’s crisis: a new approach needed

July 2024

New Zealand B2B IT Forecast and Outlook 2024

July 2024

Will beating Meta be enough to save news media?

June 2024

News fragmentation a challenge for old mastheads

June 2024

Australian music streaming market still growing

June 2024

Australian music streaming market

June 2024

ANZ social media regulators should adopt “fast follower” strategy

June 2024

Radio industry online advertising

May 2024

Australian radio industry online advertising

May 2024

No Budget comfort for FTA TV on spectrum tax

May 2024

Digital future driving SCA/ARN conflict

May 2024

Music streaming dominance under threat

May 2024

ANZ B2B ICT Decision Makers Survey 2024

May 2024

Optus-TPG deal delivers ACCC vision for mobile

May 2024

Online safety dispute cracks policy ‘consensus’

April 2024

Radio industry apps have growth potential

April 2024

Advertising industry faces a sluggish FY25

April 2024

Data centre industry facing cost pressure

April 2024

Public broadcasters can rebuild trust in fragmented media

April 2024

Time for new thinking on support for local news

March 2024

Retail advertising growth must be kept in perspective

March 2024

Meta stoush is just the opening salvo

March 2024

Australian Data Centre Forecast and Outlook 2024

March 2024

NZ Newshub closure a shock to the system

March 2024

Europe Telco Report - February 2024

March 2024

FTA TV viewing decline will ease, but wildcards still in play

February 2024

The Future of TV – Video Viewing Trends and Outlook

February 2024

Is generative AI an inflection point for the traditional vs social media battle?

February 2024

News Corp’s Foxtel holds the line, but danger looms

February 2024

NZ B2B Fixed Forecast & Outlook 2023

February 2024

2024 Media trends to watch

February 2024

New Zealand Telco Market Forecast & Outlook 2023

December 2023

Amazon’s cricket acquisition may shed light on new anti-siphoning policy

December 2023

Video Entertainment Market Forecast & Outlook 2023

December 2023