ANZ TMT Research Reports

2 Apr 2026 · DIGITAL INFRASTRUCTURE · REPORT· Free

Datagrid’s NZ Data Centre Moves to Implementation - ANZ Becomes Key Node in Global Digital Infrastructure

: This report analyses the strategic development of Datagrid’s hyperscale data centre in Southland, New Zealand, and the associated Tasman Ring subsea cable network. It explores how the project leverages New Zealand’s renewable energy and cool climate to create a globally competitive 'AI Factory.' Th…

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…

27 Mar 2026 · TELECOM · REPORT· Free

Telstra’s Mobile Price Hikes a Bitter Pill - For A Healthier Industry

: This report analyses the 2024–2026 surge in Australian mobile pricing, led by Telstra’s May 2026 adjustments. It explores competitive responses, the strategic role of sub-brands like Boost and amaysim, and the fiscal imperative of price increases to sustain infrastructure investment amidst rising c…

26 Mar 2026 · MEDIA · REPORT· Free

The Empire Strikes Back - Free TV Industry’s Drive for Young Viewers

: This report examines the 2025 Australian Total TV landscape, focusing on the structural stabilisation of free-to-air viewing. It analyses consistent consumption volumes, the rapid growth of Broadcaster Video on Demand (BVOD) as a share of free TV, and the dominant competitive standing of broadcaste…

19 Mar 2026 · MEDIA · 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…

11 Mar 2026 · DIGITAL INFRASTRUCTURE · FORECAST

2026 Australia Data Centre Outlook - Southern Hub Investment Drives Growth

: This report examines the structural forces redrawing the Australian data centre investment landscape through 2030. It provides detailed capacity and revenue forecasts segmented by operator, geography, and customer type. The analysis explores the impact of the generative AI boom, the emergence of 'N…

6 Mar 2026 · DIGITAL INFRASTRUCTURE · FORECAST

2026 New Zealand Data Centre Outlook - investment surge boosts capacity growth

: New Zealand's digital infrastructure is currently experiencing a significant acceleration in capital inflow. The market is rapidly evolving from a geographically isolated digital terminus into a strategic transit hub, supported by a mix of global hyperscalers, local telecommunications incumbents, a…

27 Feb 2026 · MEDIA · REPORT· Free

Nine/SXL Results Highlight Digital Prospects

: The Australian media sector is undergoing a significant structural shift as legacy broadcasters pivot toward digital-first models to combat the decline of linear advertising. This report analyzes Nine Entertainment's strategy of digital specialization and portfolio optimization, including its acqui…

23 Feb 2026 · DIGITAL INFRASTRUCTURE · 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…

20 Feb 2026 · MEDIA · REPORT· Free

Restructured Australian Media Aims to Resist Global Digital Dominance

: The Australian media industry underwent a fundamental realignment in early 2026, driven by the need for scale to compete with global digital giants. This report details the merger between Seven West Media and Southern Cross Austereo to form a 'Total TV and Audio' platform, alongside Nine Entertainm…

13 Feb 2026 · MEDIA · REPORT· Free

Radio Listening Grows, as Digital Advertising Scale Expands

: This report analyzes the structural transformation of the Australian radio industry into a 'Total Audio' ecosystem. It details how commercial radio has achieved record audience reach of 15 million weekly listeners by integrating broadcast, streaming, and podcasting. The analysis covers audience con…

6 Feb 2026 · ENTERPRISE ICT · REPORT· Free

The Seat is Dead - Investors and IT Service Firms Prepare for a Post-SaaS World

: The February 2026 collapse of the ASX Information Technology (XIJ) sector marks a structural pivot in the Australasian TMT landscape. Driven by a "confidence compression" in seat-based revenue models, market darlings like Xero and WiseTech have experienced historic de-valuations as artificial intel…