Telecom Research, Forecasts &amp; Analysis

3 June 2026Monthly Commentary

Megaport Surges 69% as AI Infrastructure Demand Offsets Tuas Acquisition Collapse

The Telco sector in May 2026 was defined by extreme volatility driven by AI infrastructure pivots and failed M&A activity. Megaport emerged as the top performer with a 69.4% surge following major contract wins, while Tuas saw its market value collapse by 65.0% after the termination of its M1 Limite…

22 May 2026 · Telecom · Report

New Spectrum Taxes: Why “Business As Usual” is a Perilous Assumption

The Australian Communications and Media Authority (ACMA) has finalised a $7.32 billion spectrum license renewal fee, a decision that has met with significant industry resistance. This report analyzes the disconnect between regulatory pricing models and the emerging reality of the digital economy, w…

22 May 2026Report

New Spectrum Taxes: Why “Business As Usual” is a Perilous Assumption

The Australian Communications and Media Authority (ACMA) has finalised a $7.32 billion spectrum license renewal fee, a decision that has met with significant industry resistance. This report analyzes the disconnect between regulatory pricing models and the emerging reality of the digital economy, w…

1 May 2026 · Telecom · Monthly Commentary· Free

Telco Sector Surges in April 2026 as Megaport and Codan Deliver Major Contract and Guidance Upgrades

1 May 2026Monthly Commentary

Telco Sector Surges in April 2026 as Megaport and Codan Deliver Major Contract and Guidance Upgrades

Australia’s connectivity needs are unique, driven by the dual necessity of internal metropolitan efficiency and external global reach. The Data Centre to Data Centre Interconnect (DCI) market serves as the nervous system of our digital economy, facilitating the exchange of data between geographical…

24 Apr 2026 · Digital Infrastructure · Report· Free

Australian Data Centre Interconnect Market: Set to Boom with AI Surge

Digital Infrastructure

24 Apr 2026Report

Australian Data Centre Interconnect Market: Set to Boom with AI Surge

Australia’s connectivity needs are unique, driven by the dual necessity of internal metropolitan efficiency and external global reach. The Data Centre to Data Centre Interconnect (DCI) market serves as the nervous system of our digital economy, facilitating the exchange of data between geographical…

This report analyses the 2024–2026 surge in Australian mobile pricing, led by Telstra’s May 2026 adjustments. It explores competitive responses, the strategic role of sub-brands like Boost and amaysim, and the fiscal imperative of price increases to sustain infrastructure investment amidst rising c…

27 Mar 2026 · Telecom · Report· Free

Telstra’s Mobile Price Hikes a Bitter Pill - For A Healthier Industry

27 Mar 2026Report

Telstra’s Mobile Price Hikes a Bitter Pill - For A Healthier Industry

This report analyses the 2024–2026 surge in Australian mobile pricing, led by Telstra’s May 2026 adjustments. It explores competitive responses, the strategic role of sub-brands like Boost and amaysim, and the fiscal imperative of price increases to sustain infrastructure investment amidst rising c…

This report examines the rapid evolution of the Australian and New Zealand data centre sectors as they transition from local colocation markets into critical nodes for global AI computation. It analyzes the macro drivers of this growth, including the emergence of 'AI Factories' and the impact of so…

23 Feb 2026 · Digital Infrastructure · Report· Free

Hyperscale Data Centre Growth Threatens ANZ Telco Revenues and Digital Sovereignty

Digital Infrastructure

23 Feb 2026Report

Hyperscale Data Centre Growth Threatens ANZ Telco Revenues and Digital Sovereignty

This report examines the rapid evolution of the Australian and New Zealand data centre sectors as they transition from local colocation markets into critical nodes for global AI computation. It analyzes the macro drivers of this growth, including the emergence of 'AI Factories' and the impact of so…

This report analyses the wholesale telecommunications markets in Australia and New Zealand (ANZ) for the period FY25 to FY30. It examines the transition from a regulation-driven landscape to one defined by capital efficiency and structural separation. The analysis covers key product dynamics includ…

12 Jan 2026 · Telecom · Forecast

Australia & New Zealand Wholesale Forecast 2025

As telecommunications operators transition to GenAI-enabled edge networks, they face a critical choice between rapid agility through hyperscaler partnerships and long-term autonomy. This report provides a four-layer framework to audit hyperscaler lock-in mechanisms across infrastructure, platform,…

12 Jan 2026Forecast

Australia & New Zealand Wholesale Forecast 2025

This report analyses the wholesale telecommunications markets in Australia and New Zealand (ANZ) for the period FY25 to FY30. It examines the transition from a regulation-driven landscape to one defined by capital efficiency and structural separation. The analysis covers key product dynamics includ…

12 Dec 2025 · Telecom · Report

Telco-Hyperscale Strategies - Managing Telco Risk at the Network Edge

News has emerged today that the Minister for Communications has approved an ACCC recommendation to reduce the Regional Broadband Levy from $8.46 to only $2.17 per month per broadband line for 2025-26. Despite its name, the Levy is actually paid by nbn Co’s urban fibre infrastructure competitors. In…

12 Dec 2025Report

Telco-Hyperscale Strategies - Managing Telco Risk at the Network Edge

As telecommunications operators transition to GenAI-enabled edge networks, they face a critical choice between rapid agility through hyperscaler partnerships and long-term autonomy. This report provides a four-layer framework to audit hyperscaler lock-in mechanisms across infrastructure, platform,…

27 Nov 2025 · Telecom · Brief

Time to Abolish the Regional Broadband Scheme?

This brief looks into the strategic shift of TPG Telecom towards an asset-light business model, and how this transition can improve return on investment and shareholder value following its significant infrastructure divestitures. Recent moves, including a $3 billion capital return strategy and a pr…

27 Nov 2025Brief

Time to Abolish the Regional Broadband Scheme?

News has emerged today that the Minister for Communications has approved an ACCC recommendation to reduce the Regional Broadband Levy from $8.46 to only $2.17 per month per broadband line for 2025-26. Despite its name, the Levy is actually paid by nbn Co’s urban fibre infrastructure competitors. In…

14 Nov 2025 · Telecom · Brief

TPG's Strategic Shift to Telecom Sustainability

The convergence of the software-defined core network architecture with the dominance of hyperscale cloud providers in automation and artificial intelligence (AI) has forced telecommunications operators to a strategic crossroads.

14 Nov 2025Brief

TPG's Strategic Shift to Telecom Sustainability

This brief looks into the strategic shift of TPG Telecom towards an asset-light business model, and how this transition can improve return on investment and shareholder value following its significant infrastructure divestitures. Recent moves, including a $3 billion capital return strategy and a pr…

7 Nov 2025 · Telecom · Report

Telco-Hyperscale Strategies - Balancing Risks and Opportunities in Core Network Outsourcing

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…

7 Nov 2025Report

Telco-Hyperscale Strategies - Balancing Risks and Opportunities in Core Network Outsourcing

The convergence of the software-defined core network architecture with the dominance of hyperscale cloud providers in automation and artificial intelligence (AI) has forced telecommunications operators to a strategic crossroads.

22 Oct 2025 · Telecom · Forecast

Australia B2B Fixed Services Forecast 2025