Australian IT Services Industry – Revenue Outlook & M&A Environment

  • Private Equity
  • TMT
  • Asia exc. Greater China


Former executive at Interactive Pty Ltd


  • Demand tailwinds relative to the industry cycle, highlighting shift to cloud and margin differences
  • Project pipeline expectations and cost pressures, including staffing dynamics, customer expectations and key segments – cybersecurity, cloud and transition to public cloud
  • Competitive positioning and consolidation opportunities, discussing Fujitsu (TYO: 6702), Optus (SGX: Z74), Datacom and ServiceNow (NYSE: NOW)


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