Skip to content

Digital Platforms Research, Forecasts & Analysis

Software ecosystems, cloud architectures, and digital marketplaces connecting users and businesses.

1 analyst coveringLatest publication:September 2026

Coverage in Digital Platforms

Digital Platforms analysts

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,…

4 Sept 2026 · Digital Platforms · Report· NEW

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…

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…

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…

6 July 2026 · Digital Platforms · Brief

Nine/Microsoft news deal points to the alternative to News Media Bargaining conflict

This landmark deal allows Copilot to utilise full-text articles from Nine's mastheads, including paywalled content, to inform and 'ground' its AI search. The agreement facilitates the generation of summaries and headlines with direct attribution and click-through links, establishing a new commercia…

1 July 2026 · Digital Platforms · Explainer

Digital News Report Australia 2026 Report - Key findings

Last week saw the publication of the Digital News Report: Australia 2026 by the University of Canberra. This survey report, part of an international effort to track the evolution of news consumption, reveals a news landscape defined by a recovery in audience interest set against a backdrop of deep…

4 June 2026 · Digital Platforms · Forecast

Australia Advertising Expenditure Forecast 2026

We forecast the total advertising market to grow at a 3.6% CAGR over the next five years, stabilised after a period of pandemic and post-pandemic disruption. Overall, the momentum of digital will be blunted by technological disruption. The beneficiaries are the ‘traditional’ media who will improve…

1 May 2026 · Digital Platforms · Equity Insights· Free

Apple Q1 2026: Five Things to Watch

iPhone revenue grew 22% last quarter with Cook calling demand 'off the charts.' The bull case is that Apple's on-device AI — Apple Intelligence, a personalised Siri, and Gemini integration — creates a durable reason to upgrade that the market has not yet priced. The bear case is that most iPhone us…

1 May 2026 · Digital Platforms · Equity Insights· Free

Amazon Q1 2026: Five Things to Watch

AWS delivered a 37.7% operating margin in Q1 2026, up from 32.7% a year earlier. The source of the expansion — Trainium and Graviton custom silicon displacing expensive Nvidia GPUs — is real and structural. The risk is that as Trainium commitments convert to live workloads, the support and operatio…

1 May 2026 · Digital Platforms · Equity Insights· Free

Microsoft Q1 2026: Five Things to Watch

Azure grew 40% in the March quarter and management guided for modest acceleration in the second half of calendar 2026. The $627 billion commercial backlog gives credibility to that claim. What it does not explain is how Azure sustains velocity when gross margin on cloud is compressing under soaring…

1 May 2026 · Digital Platforms · Equity Insights· Free

Alphabet Q1 2026: Five Things to Watch

A $462 billion Cloud backlog nearly doubling quarter-on-quarter is the single most impressive data point of the entire earnings season. Management says more than half should convert within 24 months, implying a minimum $230 billion revenue tailwind. That trajectory would make Cloud the dominant dri…
2Next

Need Custom Digital Platforms Research?

Our analysts can deliver bespoke market intelligence tailored to your specific business needs.

Request Custom Research