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Digital Regulation Research, Forecasts & Analysis

The legal, policy, and compliance frameworks governing the tech, media, and telecom sectors.

2 analysts coveringLatest publication:July 2026

Coverage in Digital Regulation

Digital Regulation analysts

9 July 2026 · Telecom · Report· NEW

How Regulation Squeezes Investment in Telco Network Resilience: What Needs to Change

This week's Telstra outage has triggered an almost ritual cascade of condemnation from politics and media. But the Australian mobile network isn't getting more unreliable objectively. Rather, our dependence on it is growing. The only solution is more investment to meet this need. This report looks…

6 July 2026 · Digital Platforms · Brief· NEW

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…

25 June 2026 · Enterprise ICT · Report

Frontier AI is Now a Weapon: US Recall of Claude Fable 5 Exposes Australia's and New Zealand's Digital Blind Spot

The abrupt global suspension of Anthropic’s Claude Fable 5 and Mythos 5 artificial intelligence models on June 12, 2026, represents a critical shift in the geopolitics of advanced technology. By using export control authorities to restrict access to software models, the United States government has…

11 June 2026 · Digital Infrastructure · Brief

Australia's AI Bargain: Capital Without Control

Australia is absorbing large-scale AI infrastructure investment — led by Anthropic and Microsoft — under a policy framework that is deliberately non-binding. The National AI Plan (2026) positions Australia as a destination for foreign AI capital but imposes no mandatory guardrails on frontier AI de…

11 June 2026 · Telecom· Free

Starlink IPO: What It Means for Australian Investors and the ANZ Connectivity Market

The SpaceX IPO is not just another tech listing — it is the largest in financial history. SpaceX is targeting a 12 June 2026 Nasdaq listing under the ticker SPCX, with share pricing confirmed after market close on 11 June at US$135 per share, targeting a valuation of US$1.75 trillion. This eclipses…

5 June 2026 · Telecom · Explainer

Explainer: Starlink LEOSat technology evolution

This explainer analyses the rapid technological iteration of SpaceX’s Starlink satellite constellation, tracing its evolution from the 20 Gbps V1 baseline to the upcoming 1 Tbps V3 satellites. It explores how these advancements shift Starlink from a niche rural provider to a direct competitor for t…

5 June 2026 · Telecom · Report

SpaceX’s Starlink Ambition: How LEOSat Threatens Telcos’ Grip on the ANZ Connectivity Market

This report explores the impact of expanding Starlink LEOSat capacity in the ANZ market, and how domestic telecommunications operators in these markets will be affected by growing competition from Starlink broadband and mobile services.

22 May 2026 · Telecom · Report

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

The Australian Communications and Media Authority (ACMA) has finalised a $7.32 billion spectrum license renewal fee, a decision that has met with significant industry resistance. This report analyzes the disconnect between regulatory pricing models and the emerging reality of the digital economy, w…

30 Apr 2026 · Enterprise ICT · Report· Free

Microsoft’s $25B Australian Investment: Avoiding AI’s Technology Lock-In

This report analyses the strategic logic of Microsoft’s Australian expansion, the financial necessity of future price hikes, the resulting risks of a global AI oligopoly, and the specific steps Australian firms must take to manage their exposure to this emerging dependency.

31 Mar 2026 · Digital Platforms · Report· Free

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

This report analyzes the impact of landmark March 2026 US jury verdicts against Meta and YouTube on social media regulation in Australia and New Zealand. It explores how findings of negligent design and executive knowledge of harm provide a legal foundation for Australia's under-16 social media ban…

19 Mar 2026 · Digital Platforms · Report· Free

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

This report examines Paramount’s US$111 billion acquisition of Warner Bros. Discovery and its profound implications for the Australian media landscape. It addresses the strategic consolidation of streaming platforms like Paramount+ and Max, the technological integration of Network 10 into the wider…

23 Feb 2026 · Telecom · Report· Free

Hyperscale Data Centre Growth Threatens ANZ Telco Revenues and Digital Sovereignty

This report examines the rapid evolution of the Australian and New Zealand data centre sectors as they transition from local colocation markets into critical nodes for global AI computation. It analyzes the macro drivers of this growth, including the emergence of 'AI Factories' and the impact of so…
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