ANZ TMT Research Reports
Browse our full catalogue of market research, forecasts, and industry analysis covering Telco, Media, Enterprise ICT, Digital Infrastructure and Platforms.
254 reports12 Sept 2025 · DIGITAL REGULATION · REPORT

SUBMISSION on the Interim Report of the “Harnessing data and digital technology” inquiry: Promoting microeconomic reform for a sustainable AI ecosystem
The Productivity Commission's Interim Report on "Harnessing data and digital technology" floated a proposal to create a Text and Data Mining (TDM) exception to copyright law to fuel AI development.22 Oct 2025 · Telecom · Forecast

Australia B2B Fixed Services Forecast 2025
The Australian B2B fixed services market, encompassing business voice, connectivity, and related services, is projected to reach $7.501 billion by FY30, growing at a 1.6% CAGR, which is a modest improvement from recent years. Legacy fixed voice and IP-VPN services will continue to decline, but more…
Australia B2B Fixed Services Forecast 2025
The Australian B2B fixed services market, encompassing business voice, connectivity, and related services, is projected to reach $7.501 billion by FY30, growing at a 1.6% CAGR, which is a modest improvement from recent years. Legacy fixed voice and IP-VPN services will continue to decline, but more…
14 Oct 2025 · Telecom · Report

State of the Australian Telecommunications Industry: Telco at a Crossroads
This is a speech delivered at CommsDay Wholesale Congress, Melbourne, 14 October 2025.
State of the Australian Telecommunications Industry: Telco at a Crossroads
This is a speech delivered at CommsDay Wholesale Congress, Melbourne, 14 October 2025.
9 Oct 2025 · Media · Report

Social media decline will open new opportunities for digital audio and TV
The Financial Times recently reported survey data across developed nations showing a significant decline in time spent on social media since 2022 (with the exception of the United States). This is consistent with our own observations over the last year - that the value of social media participation…
Social media decline will open new opportunities for digital audio and TV
The Financial Times recently reported survey data across developed nations showing a significant decline in time spent on social media since 2022 (with the exception of the United States). This is consistent with our own observations over the last year - that the value of social media participation…
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,…
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,…
4 Oct 2025 · Telecom · Report

FY25 Results - Challengers Aussie Broadband and Superloop Lead Australian Industry Growth
The Australian telecommunications landscape was reshaped in FY25 as challenger brands Aussie Broadband (ASX: ABB) and Superloop (ASX: SLC) delivered explosive growth, significantly increasing their market share and putting incumbents on notice. Aussie Broadband cemented its scale, with revenues sur…
FY25 Results - Challengers Aussie Broadband and Superloop Lead Australian Industry Growth
The Australian telecommunications landscape was reshaped in FY25 as challenger brands Aussie Broadband (ASX: ABB) and Superloop (ASX: SLC) delivered explosive growth, significantly increasing their market share and putting incumbents on notice. Aussie Broadband cemented its scale, with revenues sur…
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…
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…
1 Oct 2025 · Media · Report

Australian Media Consolidation: Global Competition Drives $417M Powerhouse
Southern Cross Media Group (SCA) and Seven West Media (SWM) have entered into a landmark all-scrip merger to establish a diversified, integrated Australian media platform across Total TV, Audio, and Digital assets. The proposed entity, MergeCo, boasts a pro forma FY25 revenue of $1.777 billion and…
Australian Media Consolidation: Global Competition Drives $417M Powerhouse
Southern Cross Media Group (SCA) and Seven West Media (SWM) have entered into a landmark all-scrip merger to establish a diversified, integrated Australian media platform across Total TV, Audio, and Digital assets. The proposed entity, MergeCo, boasts a pro forma FY25 revenue of $1.777 billion and…
26 Sept 2025 · Media · Report

Future of the Newscast: The Evolution of Australia's Information Landscape
Australia's media ecosystem is at a crossroads, shaped by the rising dominance of short-form, algorithmically driven content. This report, drawing on the Digital News Report: Australia 2025, explores a deep shift in how citizens, particularly younger demographics, engage with news. For the first ti…
Future of the Newscast: The Evolution of Australia's Information Landscape
Australia's media ecosystem is at a crossroads, shaped by the rising dominance of short-form, algorithmically driven content. This report, drawing on the Digital News Report: Australia 2025, explores a deep shift in how citizens, particularly younger demographics, engage with news. For the first ti…
18 Sept 2025 · Telecom · Report

FY25 results - ANZ incumbents refocus on connectivity and profitability
The Australasian telecommunications incumbents - Telstra, Optus, TPG, Spark, and Chorus - posted resilient FY25 results amidst a challenging economic landscape. While facing headwinds from inflationary pressures and intense competition, the incumbents demonstrated a clear focus on core connectivity…
FY25 results - ANZ incumbents refocus on connectivity and profitability
The Australasian telecommunications incumbents - Telstra, Optus, TPG, Spark, and Chorus - posted resilient FY25 results amidst a challenging economic landscape. While facing headwinds from inflationary pressures and intense competition, the incumbents demonstrated a clear focus on core connectivity…
18 Sept 2025 · Telecom · Brief

FY25 results - Australian telco industry splits into four camps
The 2025 financial year confirmed a great divergence in Australian telecommunications, where the sector's growth was overwhelmingly driven by challengers leveraging wholesale contracts and M&A to gain scale. While incumbents like Telstra and TPG focused on cost discipline and shareholder returns, c…
FY25 results - Australian telco industry splits into four camps
The 2025 financial year confirmed a great divergence in Australian telecommunications, where the sector's growth was overwhelmingly driven by challengers leveraging wholesale contracts and M&A to gain scale. While incumbents like Telstra and TPG focused on cost discipline and shareholder returns, c…
12 Sept 2025 · Digital Regulation · Report

SUBMISSION on the Interim Report of the “Harnessing data and digital technology” inquiry: Promoting microeconomic reform for a sustainable AI ecosystem
The Productivity Commission's Interim Report on "Harnessing data and digital technology" floated a proposal to create a Text and Data Mining (TDM) exception to copyright law to fuel AI development.
SUBMISSION on the Interim Report of the “Harnessing data and digital technology” inquiry: Promoting microeconomic reform for a sustainable AI ecosystem
The Productivity Commission's Interim Report on "Harnessing data and digital technology" floated a proposal to create a Text and Data Mining (TDM) exception to copyright law to fuel AI development.
5 Sept 2025 · Telecom · Report

ANZ LEOSat competition - Vocus aggregates while Optus challenges
The Australian and New Zealand satellite markets are undergoing a fundamental shift as traditional geostationary arrangements are challenged by LEO constellations. This report analyzes how Vocus is positioning itself as a terrestrial partner and aggregator for global operators like Starlink and Tel…
ANZ LEOSat competition - Vocus aggregates while Optus challenges
The Australian and New Zealand satellite markets are undergoing a fundamental shift as traditional geostationary arrangements are challenged by LEO constellations. This report analyzes how Vocus is positioning itself as a terrestrial partner and aggregator for global operators like Starlink and Tel…
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