Telecom Research, Forecasts & Analysis

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.

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…

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,…

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.

State of the Australian Telecommunications Industry: Telco at a Crossroads

: This is a speech delivered at CommsDay Wholesale Congress, Melbourne, 14 October 2025.

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 - 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…

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…