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Media Research, Forecasts & Analysis

The intersection of technology and content creation, distribution, and monetization.

1 analyst coveringLatest publication:July 2026

6 July 2026 · Digital Platforms · Brief

Nine/Microsoft news deal points to the alternative to News Media Bargaining conflict

This landmark deal allows Copilot to utilise full-text articles from Nine's mastheads, including paywalled content, to inform and 'ground' its AI search. The agreement facilitates the generation of summaries and headlines with direct attribution and click-through links, establishing a new commercia…

6 July 2026 · Media · Report

Navigating Fragmentation: The Future of Australian Public Broadcasters' News Reporting

This report, "Navigating Fragmentation: The Future of Australian Public Service News Reporting," examines the challenges faced by Australia's public service media (PSM), the ABC and SBS, in a rapidly fragmenting audience landscape. It highlights declining trust in news, political polarisation, and…

1 July 2026 · Digital Platforms · Explainer

Digital News Report Australia 2026 Report - Key findings

Last week saw the publication of the Digital News Report: Australia 2026 by the University of Canberra. This survey report, part of an international effort to track the evolution of news consumption, reveals a news landscape defined by a recovery in audience interest set against a backdrop of deep…

4 June 2026 · Digital Platforms · Forecast

Australia Advertising Expenditure Forecast 2026

We forecast the total advertising market to grow at a 3.6% CAGR over the next five years, stabilised after a period of pandemic and post-pandemic disruption. Overall, the momentum of digital will be blunted by technological disruption. The beneficiaries are the ‘traditional’ media who will improve…

1 June 2026 · Media

15.4% Surge in oOh Media Leads Sector as M&A Activity Offsets Governance Turmoil

The media sector experienced significant divergence in May 2026, characterised by aggressive M&A activity and governance setbacks. oOh Media emerged as the top performer with a 15.4% increase following a bidding war, while ARN Media fell 10.7% amid a shareholder revolt and substantial revenue losse…

15 May 2026 · Media · Report

FTA TV Recovery Requires Ad Agency Re-set: Moving from Clicks to Value

This report analyses the Australian free-to-air (FTA) television landscape, focusing on the shift from traditional broadcast to Broadcaster Video on Demand (BVOD). It explores the correlation between GDP growth and advertising expenditure, the impact of media agency incentive structures on TV's mar…

1 May 2026 · Media · Monthly Commentary· Free

Media Sector Consolidation and Litigation: oOh!media Surges 23.2% on PEP Bid While ARN Faces Legal Headwinds

ARN Media shares rose 9.8% during the month of April 2026. ARN Media faced significant legal headwinds in late March 2026 as two high-profile former contractors commenced proceedings in the Federal Court. On 23 March 2026, the company announced that Mr. Kyle Sandilands filed suit against ARN and it…

26 Mar 2026 · Digital Platforms · Report· Free

The Empire Strikes Back - Free TV Industry’s Drive for Young Viewers

This report examines the 2025 Australian Total TV landscape, focusing on the structural stabilisation of free-to-air viewing. It analyses consistent consumption volumes, the rapid growth of Broadcaster Video on Demand (BVOD) as a share of free TV, and the dominant competitive standing of broadcaste…

19 Mar 2026 · Digital Platforms · Report· Free

Paramount’s US$111bn WBD deal: Seismic Shift for Australian TV Media

This report examines Paramount’s US$111 billion acquisition of Warner Bros. Discovery and its profound implications for the Australian media landscape. It addresses the strategic consolidation of streaming platforms like Paramount+ and Max, the technological integration of Network 10 into the wider…

27 Feb 2026 · Digital Platforms · Report· Free

Nine/SXL Results Highlight Digital Prospects

The Australian media sector is undergoing a significant structural shift as legacy broadcasters pivot toward digital-first models to combat the decline of linear advertising. This report analyzes Nine Entertainment's strategy of digital specialization and portfolio optimization, including its acqui…

20 Feb 2026 · Digital Platforms · Report· Free

Restructured Australian Media Aims to Resist Global Digital Dominance

The Australian media industry underwent a fundamental realignment in early 2026, driven by the need for scale to compete with global digital giants. This report details the merger between Seven West Media and Southern Cross Austereo to form a 'Total TV and Audio' platform, alongside Nine Entertainm…

13 Feb 2026 · Digital Platforms · Report· Free

Radio Listening Grows, as Digital Advertising Scale Expands

This report analyzes the structural transformation of the Australian radio industry into a 'Total Audio' ecosystem. It details how commercial radio has achieved record audience reach of 15 million weekly listeners by integrating broadcast, streaming, and podcasting. The analysis covers audience con…
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