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About David
David Kennedy has more than 20 years of industry and consulting experience in the Telecommunications, Media, and Technology (TMT) sectors. He has supported clients at various senior levels as a Ministerial adviser, research analyst, public sector strategist, and commercial consultant. As a market expert, he specialises in policy & regulation, market analysis, telecommunications and media technology and forecasting. He has worked as both a researcher and consultant for a variety of telecoms operators, regulators, investors and vendors across Asia Pacific and Australia/New Zealand. Prior to Venture Insights, he held several senior executive positions at Ovum (Omdia) and was Head of Research at Knowledge Society.
Areas of Expertise
Career at Venture Insights
Managing Director
Venture Insights
VI Analyst·
Education
Bachelor of Science — Physics (First Class Honours)
University of Sydney
Graduate Diploma in Arts (Philosophy)
University of Melbourne
Reports by David
Microsoft’s $25B Australian Investment: Avoiding AI’s Technology Lock-In
April 2026
Australian Data Centre Interconnect Market: Set to Boom with AI Surge
April 2026
ANZ Mobile Market Structure: Brand Segmentation Complete as Tech Frontiers and Regulatory Futures Beckon
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
Telco-Hyperscale Strategies - Managing Telco Risk at the Network Edge
December 2025
Netflix/Warner takeover will squeeze local media
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 - Niche Tech Specialists Redefine Value and Growth
October 2025
FY25 Results - Challengers Aussie Broadband and Superloop Lead Australian Industry Growth
October 2025
ANZ Telco-Cloud Market Overview - Partnership Strategies
October 2025
Australian Media Consolidation: Global Competition Drives $417M Powerhouse
October 2025
Future of the Newscast: The Evolution of Australia's Information Landscape
September 2025
FY25 results - ANZ incumbents refocus on connectivity and profitability
September 2025
FY25 results - Australian telco industry splits into four camps
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