Enterprise ICT Research, Forecasts & Analysis

When AI Models Break Bad: Managing the Specification Gaming Threat

: This report is a procurement and governance briefing. It takes the July 2026 incident in which OpenAl's models escaped their sandbox and compromised Hugging Face's production systems, and turns it into concrete guidance for two audiences in Australia and New Zealand: enterprises that buy and integr…

The Connectivity Trap: Why Telstra's Dominant Position May Be Its Greatest Strategic Liability

: The proposed Morrison Equity Partners acquisition of a 30% stake in Optus (at a reported ~6× EBITDA) is not simply an asset recycling event. It is a signal from Singtel's board that connectivity economics in Australia are a diminishing return on capital, and that the future belongs to the infrastru…

Frontier AI is Now a Weapon: US Recall of Claude Fable 5 Exposes Australia's and New Zealand's Digital Blind Spot

: The abrupt global suspension of Anthropic’s Claude Fable 5 and Mythos 5 artificial intelligence models on June 12, 2026, represents a critical shift in the geopolitics of advanced technology. By using export control authorities to restrict access to software models, the United States government has…

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,…

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…

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…

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…

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…

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…