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Net Neutrality - Global Thematic Research

出版商 GlobalData 商品編碼 351336
出版日期 內容資訊 英文 19 Pages
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OTT服務:合作性的法規把網路中立性的促進做為可能 Net Neutrality - Global Thematic Research
出版日期: 2017年12月13日 內容資訊: 英文 19 Pages

Over-the-Top (OTT) 服務的爆炸性成長,使競爭擴大,以及在ISP的網路上產生龐大的流量負擔,讓通訊市場混亂。網路供應商為了管理增加的通訊量,分散追加容量的成本,差別化流量,不過,這升起內容、服務供應商及消費者對平等存取的擔憂。



第1章 調查範圍、定義

  • 調查範圍
  • Over-the-Top (OTT) 服務定義
  • 網路中立性定義

第2章 OTT環境形成的動態

  • 促進成長要素、趨勢:OTT視訊
  • 促進成長要素、趨勢:OTT通訊
  • 促進成長要素、趨勢:OTT語音通信
  • OTT服務對網路供應商的影響

第3章 案例研究:限制網路中立性的方法

  • 網路中立性的法規:同樣的目標,不同的途徑
  • 網路中立性的法律規範
  • 案例研究:英國
  • 案例研究:法國
  • 案例研究:韓國
  • 案例研究:美國
  • 案例研究:EU
  • 案例研究:智利
  • 案例研究:巴西

第4章 主要調查結果、建議

  • 主要調查結果:網路中立性法規的推動因素
  • 主要調查結果:法規模式
  • 主要調查結果:原理、啟用
  • 建議:聯盟
  • 建議:多相關利益者倡議
  • 跟建議:法規當局的合作
  • 跟建議:消費者團體的合作




Product Code: GDTMT-TR-S165

America is set to change the balance of power between Internet companies like Netflix and Internet service providers (ISPs) like AT&T. On 14 December 2017, the FCC will vote on whether to eliminate net neutrality, the regulatory principle that ISPs should treat all Internet traffic equally. Supporters of net neutrality argue that an "open Internet" is essential in order to encourage innovation and free speech. Opponents of net neutrality argue that it discourages ISPs from investing in the high-speed broadband networks that the West badly needs if it is to stay ahead in the global "data revolution".

The evidence points clearly to net neutrality rules being scrapped on 14 December 2017, because -

  • President Trump and the Republican Party are both against regulatory over-reach;
  • FCC Chairman, Ajit Pai, a former Verizon lawyer, is vehemently against net neutrality; and
  • The US is falling down the world league table of broadband speeds, so it needs to incentivise its ISPs to invest in high speed broadband infrastructure by allowing them to charge all economic parties that benefit from using their pipes at commercial rates.

In this report we look into industry overview, trends, value chain of net neutrality, also identifying winners and losers.


  • This report is part of our ecosystem of thematic investment research reports, supported by our "thematic engine".
  • About our Thematic Research Ecosystem
  • GlobalData has developed a unique thematic methodology for valuing technology, media and telecom companies based on their relative strength in the big investment themes that are impacting their industry. Whilst most investment research is underpinned by backwards looking company valuation models, GlobalData's thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats. To do this, GlobalData tracks the performance of the top 600 technology, media and telecom stocks against the 50 most important themes driving their earnings, generating 30,000 thematic scores. The algorithms in GlobalData's "thematic engine" help to clearly identify the winners and losers within the TMT sector. Our 600 TMT stocks are categorised into 18 sectors. Each sector scorecard has a thematic screen, a risk screen and a valuation screen. Our thematic research ecosystem has a three-tiered reporting structure: single theme, multi-theme and sector scorecard. This report is a Single Theme report, offering in-depth research into a specific theme. It identifies winners and losers based on technology leadership, market position and other factors.

Reasons to buy

  • Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.
  • Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape
  • Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.
  • Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.

Table of Contents

Table of Contents

  • The backdrop to the net neutrality story
  • Net neutrality was set up for good reasons
  • Regulatory policies always have unintended side effects
  • Both sides of the net neutrality debate have strong arguments
  • It now looks like net neutrality may fall in the US under President Trump
  • Implications if net neutrality falls
  • US telecom operators and cable operators may benefit
  • Large US Internet companies who use substantial bandwidth may lose
  • Global telecom equipment makers could benefit
  • European and Asian telecom operators may see some benefit in the medium term
  • If implemented sensibly, a world without net neutrality may not be so bad
  • Thematic screen
  • Valuation screen
  • Risk Screen
  • Thematic screen
  • Valuation screen
  • Risk Screen
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