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Enterprise ICT Research, Forecasts & Analysis

Technology solutions, software, and services used by businesses to run operations.

1 analyst coveringLatest publication:May 2026

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EQUITY INSIGHT SERIES | Q1 2026: Big Tech Q1 2026 Earnings

EQUITY INSIGHT SERIES | Q1 2026: Big Tech Q1 2026 Earnings

Hyperscalers report record revenue beats but face a 158% surge in memory costs and diverging free cash flow outcomes.

May 2026

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

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

The $3.4 billion Southland project leverages 100% renewable hydro power and free cooling to reduce energy costs by 15%.

Apr 2026

2026 Australia Data Centre Outlook - Southern Hub Investment Drives Growth

2026 Australia Data Centre Outlook - Southern Hub Investment Drives Growth

Total deployable capacity in Australia is forecast to grow from 1,428MW in FY25 to 3,176MW in FY30.

Mar 2026

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Equity Insights(1)

Enterprise ICT analysts

David KennedyDavid Kennedy
AllTelecomEnterprise ICTDigital InfrastructureDigital PlatformsDigital EconomyDigital RegulationMedia
Equity Insights

1 May 2026 · Digital Platforms · Equity Insights· Free

EQUITY INSIGHT SERIES | Q1 2026: Big Tech Q1 2026 Earnings

The Q1 2026 earnings season for Big Tech marked a pivotal shift in investor sentiment regarding artificial intelligence. While Microsoft, Alphabet, Meta, Amazon, and Apple all exceeded revenue expectations, the market's reaction diverged based on the clarity of AI-driven returns. This analysis expl…

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