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

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 […]

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