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28 Mar 2025 · DIGITAL PLATFORMS · BRIEF· Free
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16 Mar 2025 · DIGITAL PLATFORMS · BRIEF
Apple and Microsoft Would Crack the ASX10
New analysis from Venture Insights reveals that Apple and Microsoft would rank among the ten most valuable companies in Australia if their local operations were assessed independently. We estimate that Apple Australia’s implied enterprise value (EV) is $99.6 billion, and Microsoft Australia’s is $8…28 Mar 2025 · Digital Platforms · Brief· Free
Global Tech Giants and Tax Avoidance in Australia
Australia’s weak corporate tax regime has allowed global tech giants like Amazon, Google, Meta, Apple, and Microsoft to generate billions in local revenue while paying minimal tax. These companies exploit loopholes to shift profits offshore, contributing just a fraction of what they would under a f…Digital Platforms
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28 Mar 2025Brief
Global Tech Giants and Tax Avoidance in Australia
Australia’s weak corporate tax regime has allowed global tech giants like Amazon, Google, Meta, Apple, and Microsoft to generate billions in local revenue while paying minimal tax. These companies exploit loopholes to shift profits offshore, contributing just a fraction of what they would under a f…
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27 Mar 2025 · Telecom · Brief
USO reform - the Budget dog that didn’t bark
Abstract: This week’s Federal budget suggests stability for the USO program to the end of the decade. This is despite the impact of LEO satellite services in regional areas, which the Government plans to incorporate into the existing USO policy framework. In our view, this is a lost opportunity for…Telecom
27 Mar 2025Brief
USO reform - the Budget dog that didn’t bark
Abstract: This week’s Federal budget suggests stability for the USO program to the end of the decade. This is despite the impact of LEO satellite services in regional areas, which the Government plans to incorporate into the existing USO policy framework. In our view, this is a lost opportunity for…
23 Mar 2025 · Media · Brief
Why is Australia’s FTA TV stronger than New Zealand’s?
The Australian free-to-air (FTA) TV industry remains a major force in Australian media, despite the narrative of decline. Indeed, it is stronger than in most other comparable countries. This is a policy-driven success. Australian governments took significant decisions over the last few decades to s…Media
23 Mar 2025Brief
Why is Australia’s FTA TV stronger than New Zealand’s?
The Australian free-to-air (FTA) TV industry remains a major force in Australian media, despite the narrative of decline. Indeed, it is stronger than in most other comparable countries. This is a policy-driven success. Australian governments took significant decisions over the last few decades to s…
19 Mar 2025 · Digital Economy · Report
Trade Wars, Market Turmoil: Australia’s Digital Imperative - and Opportunity
The OECD has downgraded global GDP growth due to escalating trade tensions, primarily driven by U.S. tariffs on China, Canada, and Mexico. Financial markets have sharply declined, while the risk of a U.S. recession continues to rise. The real threat is its dependence on U.S. tech giants, which impo…Digital Economy
19 Mar 2025Report
Trade Wars, Market Turmoil: Australia’s Digital Imperative - and Opportunity
The OECD has downgraded global GDP growth due to escalating trade tensions, primarily driven by U.S. tariffs on China, Canada, and Mexico. Financial markets have sharply declined, while the risk of a U.S. recession continues to rise. The real threat is its dependence on U.S. tech giants, which impo…
19 Mar 2025 · Media · Report
Australia’s Losing Battle with Digital Media Giants – Time to Fight Back
For over a decade, Australia has attempted to rein in offshore media and technology companies, particularly US digital giants like Google, Meta, Netflix, and Amazon. Despite various regulatory efforts—including the News Media Bargaining Code, digital services taxes, and Australian content quotas—th…Media
19 Mar 2025Report
Australia’s Losing Battle with Digital Media Giants – Time to Fight Back
For over a decade, Australia has attempted to rein in offshore media and technology companies, particularly US digital giants like Google, Meta, Netflix, and Amazon. Despite various regulatory efforts—including the News Media Bargaining Code, digital services taxes, and Australian content quotas—th…
16 Mar 2025 · Digital Platforms · Brief
Apple and Microsoft Would Crack the ASX10
New analysis from Venture Insights reveals that Apple and Microsoft would rank among the ten most valuable companies in Australia if their local operations were assessed independently. We estimate that Apple Australia’s implied enterprise value (EV) is $99.6 billion, and Microsoft Australia’s is $8…Digital Platforms
16 Mar 2025Brief
Apple and Microsoft Would Crack the ASX10
New analysis from Venture Insights reveals that Apple and Microsoft would rank among the ten most valuable companies in Australia if their local operations were assessed independently. We estimate that Apple Australia’s implied enterprise value (EV) is $99.6 billion, and Microsoft Australia’s is $8…
14 Mar 2025 · Media · Report
Breaking the Consensus: media futures in a fractured world
The first wave of structural change in media - driven by digital disruption, globalisation, and platform dominance - is now largely played out. But the next phase, Structural Change 2.0, is set to be even more extreme. Media markets now face a stark fork in the road: either near-total annihilation…Media
14 Mar 2025Report
Breaking the Consensus: media futures in a fractured world
The first wave of structural change in media - driven by digital disruption, globalisation, and platform dominance - is now largely played out. But the next phase, Structural Change 2.0, is set to be even more extreme. Media markets now face a stark fork in the road: either near-total annihilation…
14 Mar 2025 · Telecom · Brief
The tariff debate ignores Australia’s digital dependence
Australia’s tariff debate is missing the real issue. Our dependence on US technology and digital services is the real economic vulnerability, not steel and aluminium. While we fixate on minor tariffs, Australia imports A$88.2 billion from the US while exporting only A$37.5 billion, with IP charges…Telecom
14 Mar 2025Brief
The tariff debate ignores Australia’s digital dependence
Australia’s tariff debate is missing the real issue. Our dependence on US technology and digital services is the real economic vulnerability, not steel and aluminium. While we fixate on minor tariffs, Australia imports A$88.2 billion from the US while exporting only A$37.5 billion, with IP charges…
6 Mar 2025 · Telecom · Brief
TPG network sharing deal is lifting mobile competition
TPG’s full year results announcement included remarks on the emerging impact of TPG’s recently activated network sharing deal with Optus. TPG reported significant boosts in prepaid and postpaid signups on the strength of its expanded network coverage and depth. We expect Telstra to be most affected…Telecom
6 Mar 2025Brief
TPG network sharing deal is lifting mobile competition
TPG’s full year results announcement included remarks on the emerging impact of TPG’s recently activated network sharing deal with Optus. TPG reported significant boosts in prepaid and postpaid signups on the strength of its expanded network coverage and depth. We expect Telstra to be most affected…
6 Mar 2025 · Media · Brief
2024 VOZ data shows FTA TV has stabilised
2024 FTA TV viewing data released by VOZ this week shows signs of recovery in FTA viewing. Total FTA TV reach for individuals was 72%, still higher than any other video platform. BVOD viewing is now growing fast (25% p.a.). Although online viewing still accounts for only 12% of all FTA viewing, onl…Media
6 Mar 2025Brief
2024 VOZ data shows FTA TV has stabilised
2024 FTA TV viewing data released by VOZ this week shows signs of recovery in FTA viewing. Total FTA TV reach for individuals was 72%, still higher than any other video platform. BVOD viewing is now growing fast (25% p.a.). Although online viewing still accounts for only 12% of all FTA viewing, onl…
28 Feb 2025 · Media · Brief
Seven and Nine results: Audience gains show power and peril of sport
SevenWest Media and Nine Entertainment released half year results this week. Focussing on their FTA TV performance, we saw a return to growth in audiences, with BVOD growth more than offsetting declines on traditional broadcast. Sport had a lot to do with these gains. This highlights the importance…Media
28 Feb 2025Brief
Seven and Nine results: Audience gains show power and peril of sport
SevenWest Media and Nine Entertainment released half year results this week. Focussing on their FTA TV performance, we saw a return to growth in audiences, with BVOD growth more than offsetting declines on traditional broadcast. Sport had a lot to do with these gains. This highlights the importance…
28 Feb 2025 · Telecom · Brief
Mobile USO is obsolete before it has begun
The Australian Government has announced that, for the first time, mobile will be subject to an Universal Outdoor Mobile Obligation (UOMO). The aim is to ensure that LEO satellite technology is deployed to expand voice, text, and ultimately data connectivity as widely as possible. In our view, this…Telecom
28 Feb 2025Brief
Mobile USO is obsolete before it has begun
The Australian Government has announced that, for the first time, mobile will be subject to an Universal Outdoor Mobile Obligation (UOMO). The aim is to ensure that LEO satellite technology is deployed to expand voice, text, and ultimately data connectivity as widely as possible. In our view, this…
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