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Enterprise ICT Research, Forecasts & Analysis

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

11 Enterprise ICT reports2 analysts coveringLatest publication:May 2026

Coverage in Enterprise ICT

Enterprise ICT analysts

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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.

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…

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…

4 Oct 2025 · Telecom · Report

FY25 Results - Niche Tech Specialists Redefine Value and Growth

The FY25 reporting season has illuminated a clear trend: companies sidestepping commoditised telecommunications are creating significant value by building defensible, high-growth niches. This report analyses the performance of a diverse group of specialists - Megaport, Macquarie Technology, Codan,…

1 Oct 2025 · Telecom · Report

ANZ Telco-Cloud Market Overview - Partnership Strategies

The major Australian telecommunications operators have forged deep, multi-faceted relationships with the three global cloud hyperscalers. These alliances encompass internal transformation, joint product development, and integrated go-to-market strategies. Each operator has adopted a distinct approa…

3 June 2025 · Enterprise ICT · Report

The $10 Billion Bill – US Software Licences Lock Australia into a High-Cost Trap

Australia is facing a hidden trade crisis—a $10 billion annual bill for intellectual property (IP) charges to US tech giants, including Microsoft, Adobe, and Oracle. While politicians focus on steel and aluminium tariffs, the real issue is Australia’s overwhelming dependence on US software and digi…

4 Nov 2024 · Digital Infrastructure · Report

The nuclear option for data centre energy supply

As the demand for data centres grows, nuclear energy is seen as a promising solution to power these facilities sustainably. Nuclear-powered data centres could provide continuous, low-carbon energy, ensuring stability without the fluctuations of renewable sources like wind or solar. Small modular re…

10 May 2024 · Enterprise ICT · Report

The rise of industry-specific cloud platforms

This report analyses the shift from generic cloud computing to industry-specific (vertical) cloud platforms. While hyperscalers like AWS and Azure dominate the horizontal market, they struggle to meet niche regulatory and workflow requirements. This gap has allowed ANZ-born firms like WiseTech ($30…

7 May 2024 · Telecom · Report

ANZ B2B ICT Decision Makers Survey 2024

This report analyses the 2024 ANZ B2B ICT Decision Makers Survey, revealing a shift toward fundamental priorities like cost-cutting and cybersecurity. With business confidence weakening in both Australia and New Zealand, 49% of NZ small businesses now cite reducing costs as a top priority. The repo…

1 Mar 2024 · Digital Infrastructure · Report

Australian Data Centre Forecast and Outlook 2024

This report forecasts the Australian data centre market to rise from $2.5bn in FY23 to over $6.1bn in FY28, representing a significant expansion in both revenue and capacity. Total volume is expected to grow from 1.01GW to 3.23GW over the same period, driven primarily by the rapid shift toward clou…

9 Feb 2024 · Telecom · Report

NZ B2B Fixed Forecast & Outlook 2023

This report forecasts the New Zealand B2B fixed services market through FY28, projecting a return to growth with a total market value of $1.1 billion. While legacy fixed voice continues a structural decline, growth is driven by Ethernet, Internet-grade services, and a 3.0% CAGR in the network servi…

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