
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
Explainer: Starlink LEOSat technology evolution
June 2026
SpaceX’s Starlink Ambition: How LEOSat Threatens Telcos’ Grip on the ANZ Connectivity Market
June 2026
Australia Advertising Expenditure Forecast 2026
June 2026
21.6% Decline for Cogent Leads Mixed Digital Infrastructure Performance in May 2026
June 2026
Megaport Surges 69% as AI Infrastructure Demand Offsets Tuas Acquisition Collapse
June 2026
New Spectrum Taxes: Why “Business As Usual” is a Perilous Assumption
May 2026
FTA TV Recovery Requires Ad Agency Re-set: Moving from Clicks to Value
May 2026
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
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
Australia’s Social Media Minimum Age Scheme
November 2025
TPG's Strategic Shift to Telecom Sustainability
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
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
Consumerisation brings regulation risk for the AI industry
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
Productivity Commission Misfires on Content Ownership in the AI Economy
August 2025
ANZ LEOSat’s Next Wave: Market Entrants, New Capabilities, and Sovereign Imperatives
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 Fixed Forecast 2025
May 2025
New Zealand Consumer Mobile 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
Action needed against digital dominance of Australia’s media
April 2025
ANZ FWA growth challenges NBN and UFB
April 2025
Australian NBN discounting drives challenger growth
April 2025
Breaking the Consensus - future media scenarios
April 2025
Unified ad measurement in Australia needs collaboration
March 2025
Australia’s Response to U.S. Transactional Trade Strategies
March 2025
Global Tech Giants and Tax Avoidance in Australia
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
The tariff debate ignores Australia’s digital dependence
March 2025
Breaking the Consensus: media futures in a fractured world
March 2025
TPG network sharing deal is lifting mobile competition
March 2025
2024 VOZ data shows FTA TV has stabilised
March 2025
Seven and Nine results: Audience gains show power and peril of sport
February 2025
Mobile USO is obsolete before it has begun
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
NBN anticipates big lift in NBN connections
November 2024
YouTube's Quiet Takeover of Television in Australia and New Zealand
November 2024
“Duty of care” will refresh the Australian social media regulation debate
November 2024
Optus HY results driven by cost cutting and ARPU growth
November 2024
Why have some households abandoned the TV?
November 2024
The times will suit FTA TV as households turn to “free”
November 2024
Trump win may see digital platforms contribution to USO
November 2024
The nuclear option for data centre energy supply
November 2024
Starlink viability will move the USO debate forward
October 2024
Radio reach growing as both broadcast and online expand
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
Australia Advertising Expenditure Forecast 2024
October 2024
TPG/Vocus deal improves returns to Australian telecommunications investment
October 2024
Is telecommunications approaching its end-game?
October 2024
NZ news bargaining debate signals trouble for ANZ regulators
October 2024
Optus outage inquiry raises mandatory roaming spectre
October 2024
Media market trends ensure a SCA TV deal - sooner or later
October 2024
FWA keeps up the pressure on fixed broadband
September 2024
SVOD’s profit challenge to drive further price pressure
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
ANZ enterprise mobility market has growth potential
September 2024
Impending privacy reforms driving rethink on ad targeting
September 2024
Australia B2B Mobility Forecast 2024
September 2024
New Zealand B2B Fixed Forecast 2024
September 2024
Digital advertising growth highlights platform dominance
September 2024
Optus/TPG MOCN approval good for industry ROIC
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
Commercial TV’s long-term growth story
August 2024
Telstra mobile FY24 - up in consumer, down in enterprise
August 2024
NBN FY24 results - enterprise growth pressures industry
August 2024
Has commercial TV hit rock bottom?
August 2024
Where will new telco competition arise in ANZ?
August 2024
Gambling crackdown exposes broadcast policy gap
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
June 2024
Australian music streaming market still growing
June 2024
ANZ social media regulators should adopt “fast follower” strategy
June 2024
Australian radio industry online advertising
May 2024
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
Australia Consumer Telco Forecast & Outlook 2023
December 2023
ARN/SCA deal can strengthen radio’s online advertising
December 2023
FTA prominence and the platform regulation agenda
November 2023
Australia and New Zealand Telco Wholesale Outlook
November 2023
Will FTA TV maintain its policy pre-eminence?
November 2023
News media bargaining debate set to reignite in 2024
November 2023
SBS gambling opt-out sets a standard
November 2023
Is a digital TV upgrade coming?
October 2023
SCA deal would give ARN a national footprint
October 2023
SCA negotiations with Ten overshadowed by structural tensions
October 2023
Amazon backdown reflects Government’s new FTA policy priority
October 2023
Five-year Outlook for Media in Australia and New Zealand 2023
October 2023
Smart speaker threat to radio foreshadows a new media ecosystem
September 2023
Five-year Outlook for Telco Market in Australia and New Zealand 2023
September 2023
SVOD content rules facing a new reality
September 2023
Meta’s retreat from news will force publishers to adapt
September 2023
Fetch TV consolidation positions Telstra in media aggregation
August 2023
Virtual reality market needs a new ecosystem
August 2023
AI compensation for publishers will draw in regulators
August 2023
Australian Consumer Broadband Pricing 2023: Pricing Trends
August 2023
SVOD facing a consumer revolt?
August 2023
Musk’s X ambition faces growing barriers
August 2023
2023 Consumer Media Survey: Video Devices
August 2023
2023 Consumer Media Survey: Video Viewing
August 2023
4K TV growth could have big implications
July 2023
Generative TV will generate content industry conflict
July 2023
Mis/disinformation regulation - benefits, risks, and one big gap
July 2023
Regional media needs a Government advertising boost
July 2023
Advertising Expenditure forecast: expect a rough FY24
June 2023
Australian Advertising Market Outlook – June 2023
June 2023
ARN Media investment shows long-term confidence in radio
June 2023
The end of the MOCN deal - renewed push for regional roaming?
June 2023
Second “digital dividend” in UHF band still not certain
June 2023
Buzzfeed AI innovation highlights value of media content
June 2023
Netflix password crackdown accelerates SVOD monetisation push
May 2023
Younger FTA TV watchers migrating to other devices
May 2023
Satellite IoT holds big promise for remote automation
May 2023
Remote TV is still a policy pain point
May 2023
SAU process still a big opportunity for telcos and end-users
May 2023
Ad spend decline for TV, radio highlights need for digital growth
May 2023
AI chatbots drive another round of copyright angst
April 2023
Natural language AI will drive better telco customer experience
April 2023
VOZ launches, but a privacy reform is a threat
April 2023
Benefits in regional LEO/mobile partnership
April 2023
The global platforms’ gilded age is closing
April 2023
Data centre outlook and forecast released
April 2023
Australian Data Centre Forecast and Outlook
April 2023
NBN Co bond issue benefits from public ownership
March 2023
Broadcast TV policy needs a rethink
March 2023
Online radio a big opportunity
March 2023
NBN staff cuts won’t affect SAU pricing
March 2023
AU Economic Outlook, March 2023
March 2023
Satellite innovation surges, but risks abound
March 2023
FTA TV builds its industry infrastructure
March 2023
Foxtel/Warner deal shows content houses are diversifying
March 2023
NBN connections decline shows rising competition
March 2023
Australia Consumer Telco Market Forecast & Outlook
December 2022
2022 ANZ Enterprise SMB survey – business sentiment and ICT priorities
November 2022
Video Entertainment Market Forecast & Outlook – November 2022
November 2022
TPG fibre sale driven by industry change
November 2022
Telstra TPG deal - a bridge too far?
October 2022
Australia and New Zealand Telco Wholesale Outlook
September 2022
Australian Advertising Market Outlook – September 2022
September 2022
Media roundup of July 2022
September 2022
NBN and Telstra: Mobile grows while fixed languishes
August 2022
5-year Outlook: Media sector in Australia and NZ
August 2022
Uniti acquisition - growth not guaranteed
August 2022
Media roundup of July 2022
August 2022
Media Roundup of May 2022
June 2022
ANZ mobile media and payments survey
June 2022
Media Roundup of April 2022
May 2022
Australian Data Centres Outlook
May 2022
Media Roundup of March 2022
April 2022
Audio Market Outlook: Podcasting set to boost the audio market
April 2022
Australian Advertising Market Outlook - March 2022
March 2022
Media Roundup of February 2022
March 2022
Video Entertainment Market Outlook – March 2022
March 2022
Media Roundup of January
February 2022
2022 Media Trends to Watch
February 2022
Consumer media survey: audio market in flux
January 2022
Media Roundup of November
December 2021
Future of the Australian radio industry
December 2021
Media Roundup of October
November 2021
Australian content rules: harmonisation or orchestration in the golden age of production?
October 2021
Australian Advertising Market Outlook 2021
September 2021
Video Entertainment Market Outlook
September 2021
Regional commercial TV in Australia: challenges and opportunities
September 2021
Media Roundup of August
September 2021
Monthly Media Roundup of July 2021
August 2021
5-year Outlook: Media sector in Australia and NZ
July 2021
Monthly Telco Roundup – June 2021
July 2021
Monthly Media Roundup – June 2021
July 2021
Green Paper media reform: a new agenda takes shape
June 2021
NBN’s SAU Discussion Paper: Putting the broadband market on a new path
June 2021
Venture Insights AU survey 2021: Broadband market converges as NBN migration reaches 89%
May 2021
Video viewing forecast to 2030: The new normal emerges
May 2021
Monthly Telco Roundup
May 2021
Pandemic accelerates mobile payments in New Zealand
April 2021
Venture Insights survey 2021: Consumer interest in mobile media and mobile gaming stable at pre-COVID levels
April 2021
Venture Insights NZ survey 2021: Mobile media use and telco opportunity grow
April 2021
Nine, SevenWest results reflect COVID19 rebound, transition to digital
March 2021
Top 5 Media Trends for 2021
February 2021
Taking Free-to-Air TV online in Australia: opportunities and challenges
December 2020
The Australian tower market 2020 – Telstra’s TowerCo
November 2020
Industry Update: Draft Code of Practice for disinformation protects the platforms too
October 2020
nbn’s enterprise market strategy: complementary or competitive?
October 2020
Australian Advertising Market Outlook 2020
September 2020
Nine, Seven results: COVID impact disguises accelerating FTA revenue decline
August 2020
The Australian tower market 2020
August 2020
Foxtel SVOD growth can’t prevent major restructure
August 2020
COVID-19 and consumer behaviour: implications for digital marketing and advertising
July 2020
Australian Consumer Behavioural Survey – 2020 Part 3: Opportunities for growth in local online shopping
June 2020
Mobile payments – Australia mobile payments steadily grow, as cash crashes
May 2020
COVID-19 impact on ANZ media: major structural and regulatory change now inevitable
April 2020
Top 5 Telco Trends in 2021
January 2020