Digital Economy Research, Forecasts & Analysis

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,…

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…

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…

State of the Australian Telecommunications Industry: Telco at a Crossroads

: This is a speech delivered at CommsDay Wholesale Congress, Melbourne, 14 October 2025.

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

: The Financial Times recently reported survey data across developed nations showing a significant decline in time spent on social media since 2022 (with the exception of the United States). This is consistent with our own observations over the last year - that the value of social media participation…

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

: The Productivity Commission's Interim Report on "Harnessing data and digital technology" floated a proposal to create a Text and Data Mining (TDM) exception to copyright law to fuel AI development.