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Telecom Research, Forecasts & Analysis

Insights on the networks, operators, and connectivity services that power global communications.

1 Telecom report1 analyst coveringLatest publication:May 2026

Featured Telecom research

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

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

Sector momentum accelerated in April 2026, led by Megaport's 23.6% gain and Codan's 60% earnings guidance upgrade.

May 2026

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

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

The Australian DCI market is projected to grow at over 12% CAGR as AI workloads surge.

Apr 2026

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

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

The Australian mobile market has reached structural maturation with a defined three-tiered hierarchy and 98% regional coverage.

Apr 2026

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Monthly Commentary(1)

Telecom analysts

David KennedyDavid Kennedy
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Monthly Commentary

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