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ANZ TMT Research Reports
Browse our full catalogue of market research, forecasts, and industry analysis covering Telco, Media, Enterprise ICT, Digital Infrastructure and Platforms.
254 reports5 Dec 2024 · DIGITAL INFRASTRUCTURE · BRIEF
Tasman Ring cable will help integrate Australia/New Zealand data centre markets
This report analyses the announcement of the Tasman Ring cable network by Chorus and Datagrid, a 6,000 km subsea system designed to connect major Australian and New Zealand hubs. With a capacity of up to 540Tbps, the project aims to integrate the two markets, facilitating load shifting for AI and c…5 Dec 2024 · DIGITAL INFRASTRUCTURE · BRIEF
Tasman Ring cable will help integrate Australia/New Zealand data centre markets
This report analyses the announcement of the Tasman Ring cable network by Chorus and Datagrid. The 6,000 km system will connect major hubs in Australia and New Zealand, providing up to 540Tbps of capacity. This infrastructure is critical for integrating the two markets, enabling load shifting for A…29 Nov 2024 · DIGITAL INFRASTRUCTURE · BRIEF
How Bosun subsea cable and data centre investment will shape Australia’s Indo-Pacific future
This report analyses the strategic impact of Google’s Bosun subsea cable and the broader Australia Connect initiative on regional connectivity. Australia’s data centre capacity is projected to grow from 1,350 MW in 2024 to 3,100 MW by 2030, supported by $26 billion in forecasted investments. By est…29 Nov 2024 · DIGITAL REGULATION · REPORT
Australian social media regulation finally pivots to implementation
This report analyses the passage of the Online Safety Amendment (Social Media Minimum Age) Bill 2024, which establishes a world-first legislated age limit of 16 for social media use in Australia. While the principle has bipartisan support, the focus now shifts to a complex 12-month implementation p…21 Feb 2025 · Media · Brief
Has FTA TV ad revenue found its floor?
For over a decade, television advertising has been in structural decline, battered by digital disruption and shifting viewer habits. Yet, recent signals—particularly from Seven West Media—hint at a potential stabilisation. As Macquarie analysts suggest, we may be witnessing an "inflection point" wh…Has FTA TV ad revenue found its floor?
For over a decade, television advertising has been in structural decline, battered by digital disruption and shifting viewer habits. Yet, recent signals—particularly from Seven West Media—hint at a potential stabilisation. As Macquarie analysts suggest, we may be witnessing an "inflection point" wh…
20 Feb 2025 · Telecom · Brief
No surprises in Telstra’s improved 1H25 results
Telstra’s 1H25 results were close to guidance. We see broadly stable trends in segment revenues, and a profitability boost from heavy cost cutting in response to last year’s slump. This has led to a recovery in profit margins which allows Telstra to justify ongoing network capex.No surprises in Telstra’s improved 1H25 results
Telstra’s 1H25 results were close to guidance. We see broadly stable trends in segment revenues, and a profitability boost from heavy cost cutting in response to last year’s slump. This has led to a recovery in profit margins which allows Telstra to justify ongoing network capex.
10 Feb 2025 · Media · Brief
Australian Government ramps up support of news publishing
In December 2024 the Australian Government announced two initiatives designed to support public interest reporting. The first was a new scheme to ensure global social media platforms contribute to local news reporting activities. The second was an enhanced News Media Assistance Program (MAP) to pro…Australian Government ramps up support of news publishing
In December 2024 the Australian Government announced two initiatives designed to support public interest reporting. The first was a new scheme to ensure global social media platforms contribute to local news reporting activities. The second was an enhanced News Media Assistance Program (MAP) to pro…
10 Feb 2025 · Telecom · Brief
DeepSeek’s Disruption – AI, Geopolitics, and Market Shifts
DeepSeek has disrupted the global AI landscape, demonstrating that high-performance models can be developed at a fraction of the cost of Western alternatives. This breakthrough has triggered a US$1 trillion stock market sell-off, raising critical investment, regulatory, and national security concer…DeepSeek’s Disruption – AI, Geopolitics, and Market Shifts
DeepSeek has disrupted the global AI landscape, demonstrating that high-performance models can be developed at a fraction of the cost of Western alternatives. This breakthrough has triggered a US$1 trillion stock market sell-off, raising critical investment, regulatory, and national security concer…
12 Dec 2024 · Media · Brief
The rise and rise of YouTube
YouTube’s dominance as a global video platform is reshaping the television and media landscapes in Australia and New Zealand, challenging both FTA TV and subscription VOD services. With over 85% of Australian adults and 90% of New Zealand adults engaging with YouTube monthly, its dual-revenue model…The rise and rise of YouTube
YouTube’s dominance as a global video platform is reshaping the television and media landscapes in Australia and New Zealand, challenging both FTA TV and subscription VOD services. With over 85% of Australian adults and 90% of New Zealand adults engaging with YouTube monthly, its dual-revenue model…
12 Dec 2024 · Telecom · Brief
ACCC broadband stats show LEOSat potential - but also problems
This report analyses the ACCC’s December 2024 Measuring Broadband Australia report, which benchmarks satellite broadband for the first time. While Starlink demonstrates high average download speeds, it exhibits significant performance variation and capacity limits during the 5pm to 10pm busy period…ACCC broadband stats show LEOSat potential - but also problems
This report analyses the ACCC’s December 2024 Measuring Broadband Australia report, which benchmarks satellite broadband for the first time. While Starlink demonstrates high average download speeds, it exhibits significant performance variation and capacity limits during the 5pm to 10pm busy period…
12 Dec 2024 · Media · Brief
The rise and rise of YouTube
YouTube’s dominance as a global video platform is reshaping the television and media landscapes in Australia and New Zealand, challenging both FTA TV and subscription VOD services. With over 85% of Australian adults and 90% of New Zealand adults engaging with YouTube monthly, its dual-revenue model…The rise and rise of YouTube
YouTube’s dominance as a global video platform is reshaping the television and media landscapes in Australia and New Zealand, challenging both FTA TV and subscription VOD services. With over 85% of Australian adults and 90% of New Zealand adults engaging with YouTube monthly, its dual-revenue model…
5 Dec 2024 · Digital Infrastructure · Brief
Tasman Ring cable will help integrate Australia/New Zealand data centre markets
This report analyses the announcement of the Tasman Ring cable network by Chorus and Datagrid, a 6,000 km subsea system designed to connect major Australian and New Zealand hubs. With a capacity of up to 540Tbps, the project aims to integrate the two markets, facilitating load shifting for AI and c…Tasman Ring cable will help integrate Australia/New Zealand data centre markets
This report analyses the announcement of the Tasman Ring cable network by Chorus and Datagrid, a 6,000 km subsea system designed to connect major Australian and New Zealand hubs. With a capacity of up to 540Tbps, the project aims to integrate the two markets, facilitating load shifting for AI and c…
5 Dec 2024 · Digital Infrastructure · Brief
Tasman Ring cable will help integrate Australia/New Zealand data centre markets
This report analyses the announcement of the Tasman Ring cable network by Chorus and Datagrid. The 6,000 km system will connect major hubs in Australia and New Zealand, providing up to 540Tbps of capacity. This infrastructure is critical for integrating the two markets, enabling load shifting for A…Tasman Ring cable will help integrate Australia/New Zealand data centre markets
This report analyses the announcement of the Tasman Ring cable network by Chorus and Datagrid. The 6,000 km system will connect major hubs in Australia and New Zealand, providing up to 540Tbps of capacity. This infrastructure is critical for integrating the two markets, enabling load shifting for A…
5 Dec 2024 · Digital Platforms · Brief
Australian Treasury’s regulation proposal signals tougher approach to platforms
This report analyses the Australian Treasury's new proposal for a legislative regime to regulate the economic power of digital platforms. The framework introduces ex ante provisions targeting anti-competitive behaviors such as self-preferencing and tying, aligning Australia with European regulatory…Australian Treasury’s regulation proposal signals tougher approach to platforms
This report analyses the Australian Treasury's new proposal for a legislative regime to regulate the economic power of digital platforms. The framework introduces ex ante provisions targeting anti-competitive behaviors such as self-preferencing and tying, aligning Australia with European regulatory…
29 Nov 2024 · Digital Infrastructure · Brief
How Bosun subsea cable and data centre investment will shape Australia’s Indo-Pacific future
This report analyses the strategic impact of Google’s Bosun subsea cable and the broader Australia Connect initiative on regional connectivity. Australia’s data centre capacity is projected to grow from 1,350 MW in 2024 to 3,100 MW by 2030, supported by $26 billion in forecasted investments. By est…How Bosun subsea cable and data centre investment will shape Australia’s Indo-Pacific future
This report analyses the strategic impact of Google’s Bosun subsea cable and the broader Australia Connect initiative on regional connectivity. Australia’s data centre capacity is projected to grow from 1,350 MW in 2024 to 3,100 MW by 2030, supported by $26 billion in forecasted investments. By est…
29 Nov 2024 · Digital Regulation · Report
Australian social media regulation finally pivots to implementation
This report analyses the passage of the Online Safety Amendment (Social Media Minimum Age) Bill 2024, which establishes a world-first legislated age limit of 16 for social media use in Australia. While the principle has bipartisan support, the focus now shifts to a complex 12-month implementation p…Australian social media regulation finally pivots to implementation
This report analyses the passage of the Online Safety Amendment (Social Media Minimum Age) Bill 2024, which establishes a world-first legislated age limit of 16 for social media use in Australia. While the principle has bipartisan support, the focus now shifts to a complex 12-month implementation p…
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