Enterprise ICT Research, Forecasts & Analysis

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…

14 Nov 2024 · Telecom · Brief

Optus HY results driven by cost cutting and ARPU growth

: This report analyses Optus's half-year results for the period April to September 2024. While total revenue remained virtually flat at $4.022bn, the operator achieved a significant 58% rise in EBIT through aggressive cost management and ARPU growth. However, Optus continues to lag behind peers Telst…

20 Sept 2024 · Telecom · Brief

ANZ business fixed market to remain under pressure

: This report forecasts the 2024-2028 outlook for the Australian and New Zealand business fixed telecommunications markets. It highlights a market under significant pressure from the commoditisation of connectivity and the rapid decline of legacy services like PSTN and IP-VPN. While certain segments…

13 Sept 2024 · Telecom · Brief

ANZ enterprise mobility market has growth potential

: This report forecasts the 2024-2028 outlook for the Australian and New Zealand business mobility markets. While low economic growth impacted FY24 revenues, the market is poised for recovery with Australian B2B mobile services and hardware revenue projected to reach A$5.124bn at a 2.3% CAGR. New Zea…

30 Aug 2024 · Enterprise ICT · Brief

ANZ cloud growth to drive datacentre demand

: Venture Insights forecasts that the total cloud services market in Australia and New Zealand will grow at a 11.4% CAGR from FY23 to FY28. The Australian market will reach over AU$21.0bn, while NZ’s market will exceed NZ$4.0bn in FY28. This trend will contribute to a tripling of datacentre capacity…

16 Aug 2024 · Telecom · Brief

NBN FY24 results - enterprise growth pressures industry

: NBN Co achieved its FY24 guidance for both revenue and EBITDA, principally due to growth in its enterprise fibre business. Slow decline in its residential connections was not enough to prevent revenue growth of 4%. Its network upgrade program is steadily progressing, with 78% of the fixed line netw…

30 May 2024 · Telecom · Brief

Simplicity and scale is the endgame for telco enterprise

: This report analyses the strategic reviews of Australia's largest telcos, Optus and Telstra, as they navigate declining enterprise performance. Optus has recorded an AU$546 million impairment against fixed access network assets, while Telstra is reducing its Network Applications and Services (NAS)…

11 Apr 2024 · Telecom · Brief

What is the future of hybrid work?

: This report analyses the current state of hybrid work in Australia, drawing on CBD visitation data, public transport statistics, and a survey of ICT decision makers. While office attendance is recovering, with average CBD visitation reaching 71% of pre-pandemic levels by October 2023, flexibility r…

15 Sept 2023 · Telecom · Brief

iOS17 and the evolution of physical-digital interaction

: This report examines the release of Apple's iOS 17 and its role in the evolution of physical-digital interaction. While the update offers incremental improvements, it introduces critical technological enablers for future digital realms, including gesture-based screen effects, 'Nudge to wake' sensor…

28 July 2023 · Enterprise ICT · Brief

Cloud providers’ revenue is still growing, but slowing

: This report analyses the deceleration of global cloud market growth following June quarter financial results from Microsoft and Alphabet. While revenue continues to expand, growth rates for major platforms like Azure have fallen from 46% to 27% year-on-year. The brief examines the implications for…

10 May 2023 · Telecom · Brief

Satellite IoT holds big promise for remote automation

: This report analyses the disruptive potential of Low Earth Orbit (LEO) satellite networks supporting native 5G connectivity. With Sateliot planning a 250-satellite constellation and Lynk Global claiming patented direct-to-phone systems, the traditional coverage advantages held by incumbents like Te…

11 Apr 2023 · Telecom · Brief

Data centre outlook and forecast released

: This report analyses the Australian data centre market, forecasting a rise from $1.8bn to over $4.2bn by FY27. It highlights a significant shift toward the hyperscale segment, which is expected to generate 39% of total revenue and 59% of total supply by the end of the forecast period. Sydney remain…