Australia
254 companies assessed. 106 of them, 41.7%, sit in the two least protected bands, against 53.3% across all 10,525 companies assessed.
Australia's big, protected businesses are barely moving while a layer of smaller, attention-dependent or thinly-differentiated companies is getting picked apart. Banks like Commonwealth Bank and Westpac, miners like BHP, healthcare names like Cochlear and Sonic Healthcare, and infrastructure owners like Aurizon, APA Group and Goodman Group carry pressure scores near the bottom of the scale because their customers have nowhere else realistic to go, whether that's a mortgage, a gas pipeline, or a hearing implant. On the other end, marketplaces (MyDeal, Catch.com.au), a stablecoin issuer (First Digital), a fitness franchise (F45), a recruiter (Ambition Group) and a data-labeling vendor (Appen) have already collapsed or are close to it, mostly because bigger global platforms, cheaper AI-native competitors, or fast-fashion rivals took their customers with barely any friction. In the middle sit media companies (Nine, Seven West) and adviser software (Iress) losing ground slowly to streaming, AI search summaries, and bundled competitors rather than any single knockout blow. The dynamic that decides who survives is whether the business owns something physical, regulated, or deeply embedded (a rail lease, a hospital network, a bank license, an implant patient base) versus something that's really just a website, a labor pool, or a subscription that a bigger player can replicate or undercut in months.
Every company in Australia is listed in the A to Z index and in its sector league.
- Will Australian banks survive AI disruption
- Commonwealth Bank, Westpac and ANZ all show low pressure scores because deposits, mortgages and payments are sticky and no digital challenger has taken broad share. Westpac faces the most friction, losing some mortgage-broker business to Macquarie, but none of the big banks show signs of losing their core customer base.
- Which Australian retailers are struggling the most
- MyDeal.com.au and Catch.com.au have already closed after losing shoppers to Amazon Australia, Temu and Shein. Country Road Group is under pressure too, as Glassons and value chains like Kmart pull mid-price fashion customers away.
- Is Nine Entertainment losing to streaming and AI search
- Yes, Nine's newspapers are seeing digital subscription revenue drop as Google AI Overviews divert readers, and Stan is competing against Netflix, Disney+ and Amazon Prime for the same viewers, which has already led to job cuts.
- Are Australian miners like BHP at risk from AI or automation
- Nothing in current evidence shows BHP losing customers to any rival, human or AI-driven; it carries one of the lowest pressure scores of any company in the sector.
- What happened to Appen the AI data labeling company
- Appen's Western revenue fell 37% year over year as clients such as Google shifted frontier model evaluation work to newer competitors Surge AI and Mercor, leaving Appen in a much weaker position.
- Is Cochlear still the leader in hearing implants
- Yes, Cochlear holds roughly half the global implant market and its main rival, Sonova's Advanced Bionics, has stayed around 25% share for over two decades without gaining ground.
- Any new entrant taking measurable deposit or mortgage share from the Big Four Australian banks
- Domain Group closing the revenue gap with REA Group below the current 3.5x multiple
- A second wave of Australian discount marketplaces or franchise chains closing, similar to MyDeal, Catch.com.au and F45