Telecom Research, Forecasts &amp; Analysis

11 June 2026

Starlink IPO: What It Means for Australian Investors and the ANZ Connectivity Market

The SpaceX IPO is not just another tech listing — it is the largest in financial history. SpaceX is targeting a 12 June 2026 Nasdaq listing under the ticker SPCX, with share pricing confirmed after market close on 11 June at US$135 per share, targeting a valuation of US$1.75 trillion. This eclipses…

This report explores the impact of expanding Starlink LEOSat capacity in the ANZ market, and how domestic telecommunications operators in these markets will be affected by growing competition from Starlink broadband and mobile services.

5 June 2026 · Telecom · Report

SpaceX’s Starlink Ambition: How LEOSat Threatens Telcos’ Grip on the ANZ Connectivity Market

This explainer analyses the rapid technological iteration of SpaceX’s Starlink satellite constellation, tracing its evolution from the 20 Gbps V1 baseline to the upcoming 1 Tbps V3 satellites. It explores how these advancements shift Starlink from a niche rural provider to a direct competitor for t…

5 June 2026Report

SpaceX’s Starlink Ambition: How LEOSat Threatens Telcos’ Grip on the ANZ Connectivity Market

This report explores the impact of expanding Starlink LEOSat capacity in the ANZ market, and how domestic telecommunications operators in these markets will be affected by growing competition from Starlink broadband and mobile services.

5 June 2026 · Telecom · Explainer

Explainer: Starlink LEOSat technology evolution

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…

5 June 2026Explainer

Explainer: Starlink LEOSat technology evolution

This explainer analyses the rapid technological iteration of SpaceX’s Starlink satellite constellation, tracing its evolution from the 20 Gbps V1 baseline to the upcoming 1 Tbps V3 satellites. It explores how these advancements shift Starlink from a niche rural provider to a direct competitor for t…

3 June 2026 · Telecom · Monthly Commentary

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

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 · Telecom · Report· Free

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

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…

The Australian mobile telecommunications market in 2026 is characterised by a sophisticated three-tiered hierarchy comprising premium flagship brands, operator-owned sub-brands, and independent MVNOs. New Zealand’s market is, by comparison, simpler. Consumer trust and persistent cost-of-living pres…

16 Apr 2026 · Telecom · Report· Free

ANZ Mobile Market Structure: Brand Segmentation Complete as Tech Frontiers and Regulatory Futures Beckon

16 Apr 2026Report

ANZ Mobile Market Structure: Brand Segmentation Complete as Tech Frontiers and Regulatory Futures Beckon

The Australian mobile telecommunications market in 2026 is characterised by a sophisticated three-tiered hierarchy comprising premium flagship brands, operator-owned sub-brands, and independent MVNOs. New Zealand’s market is, by comparison, simpler. Consumer trust and persistent cost-of-living pres…

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 · Telecom · Report· Free

Hyperscale Data Centre Growth Threatens ANZ Telco Revenues and Digital Sovereignty

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