IP Interconnection – Research ICT Solutions

Competition and investment in the Internet value chain in Europe

by Steve Esselaar Case Studies, IP Interconnection, OTT Regulation

The CEOs of Deutsche Telekom, Vodafone, Telefonica and Orange released a joint statement on 14 February 2022 that called upon large content platforms “to contribute to the cost of the European digital infrastructure that carries their services.” The statement raised several questions and left them unanswered. The aim of the letter seems to be a call for a regulatory intervention. South Korea’s Sending Party Network Pays (SPNP) regime is referred to positively as a way to create a “fair” regulatory environment. The letter relies heavily upon a proposal put forward by the European Telecommunications Network Operators’ Association (ETNO) to move […]

Competition and Investment in the Internet Value Chain in South Korea and Australia

by Steve Esselaar Case Studies, IP Interconnection, New Reports

RIS is delighted to release a new report that directly addresses claims by telco’s that Over the Top Applications (OTTs) are the cause of unsustainable and unviable investments in the telco sector. Based on an in-depth analysis of annual financial reports, quarterly pricing data and other publicly available sources of information, the report shows that telcos are generating above average EBITDA margins from the demand for broadband connectivity. The higher demand for content from consumers translates into demand for better speeds and data allowances and this increases telcos’ revenues. There are two case studies that show how poorly thought out […]