Google, telcos and the push for a vertically integrated non-neutral internet – Friends, not foes
November 2014
Highlights

» Vertical integration of internet access with telcos’ specialized services (e.g. telco TV) and vertical integration of dominant search engines with internet search specialized services (e.g. Google Flights) are both severely restricting consumer choice, foreclose competition and harm the open internet
» List of 92 vertically discriminated zero-rated mobile services in OECD
» Which operator groups have already embraced vertical discrimination by zero-rating their data-hungry internet services such as film stores, TV, cloud storage and music streaming?
» Which internet companies, beside Google, have joined the telcos and embraced vertical discrimination (3rd party zero-rated apps) of mobile internet access in OECD?
» Google’s YouTube is being zero-rated by a European operator group. Does Google support paid-prioritization and discriminatory zero-rating?
» Rewheel earlier proposed to members of the European Parliament a simple, effective and easily enforceable non-structural remedy to protect the non-discriminatory neutral nature of both internet access and internet search:
  • For internet access we proposed unbundling internet access from operator specialized services (erecting a ‘Chinese Spectrum Wall’, prohibiting vertical discrimination)
  • For internet search we proposed unbundling internet search from other services (erecting a ‘Chinese Wall’, prohibiting vertical discrimination)
Note that the day after releasing this research note ETNO, the lobby group of incumbent European telecom groups (such as Deutsche Telekom, France Telecom, Telefonica) has confrimed their strategy to exlpore cooperation options with Google:
Free content
Report highlights (this page) » Download here

Free content
List of 92 vertically discriminated zero-rated mobile services in OECD PUBLIC version» Download here


Subscription content
Full premium report » Download here

Subscription content
List of 92 vertically discriminated zero-rated mobile services in OECD PREMIUM version » Download here
2014
zero-rating
Google
pricing
Back
List of all research reports and external articles


Featured research reports
The massive MIMO effect: has the 3.4-3.8 GHz TDD spectrum become more valuable than 800 MHz (and 700 MHz) FDD?
2018
spectrum
massiveMIMO
United Kingdom
Vodafone
Telefonica
Hutchison
BritishTelecom

April 2018
Paradigm change in mobile technology leads to paradigm change in spectrum valuations (observations after the UK auction)


Unlimited mobile data and near zero marginal cost – a paradigm shift in telco business models
2017
networkeconomics
mobile-first
pricing
spectrum
5G
massiveMIMO
Telefonica
DeutscheTelekom
Vodafone
Orange
Hutchison
TelecomItalia
Elisa
DNA
Sunrise
Salt
Play
Tele2
Telenor
Swisscom
TelekomAustria

September 2017
European winners and losers in 4.5G and 5G – study of 30 operators. Will mobile network CAPEX stay flat in the long run? Spectrum valuation implications.

Volume-based mobile data monetisation is unsustainable
2017
Finland
Germany
Austria
Hungary
Elisa
DeutscheTelekom
Tele2
Telenor
Telefonica
massiveMIMO
5G
mobile-first
spectrum
pricing
networkeconomics

[External post, Linkedin]
September 2017
5G capacity abundance, flat Capex = paradigm shit. Comments from Finnish Elisa's consumer business VP under the article "what makes these [volume-based] pricing ideas profoundly unsustainable".

Digital Fuel Monitor 7th release, 1H2017
2017
dfmonitor
spectrum
data-caps
pricing
mobile-first
zero-rating
roaming
networkeconomics

May 2017 (updated 22.05.2017)
The state of 4G pricing, mobile data usage, spectrum usage, network capacity utilization and fixed-to-mobile broadband substitution. After its comeback in 2016, in 2017 unlimited mobile data goes viral and spreads to 22 countries. And while in competitive markets such as France and Denmark consumers can buy 100 or unlimited gigabytes for less than €30, in tight mobile oligopoly markets such as Portugal, Greece and Hungary €30 hardly buys any gigabytes. Europe’s mobile data divide widens further: 200x more gigabytes for €30 in smartphone plans, 600x more gigabytes in mobile broadband plans, 200x difference in median gigabyte prices, 40x difference in mobile data usage per capita and spectrum usage.

O2 – Ready to disrupt the German tight oligopoly market
2017
networkeconomics
mobile-first
pricing
merger
spectrum
5G
massiveMIMO
Germany
Telefonica
DeutscheTelekom
Vodafone

April 2017
In March 2017 Telefonica O2 Germany announced 3.5 GHz (they have 83 MHz) Massive MIMO (= very high capacity LTE macro sectors) field trials with Huawei for wireless home broadband and 4K video. Our models predict that O2's macro site grid and spectrum resources (FDD+TDD) could allow it to drive fixed-to-mobile broadband substitution in Germany by connecting millions of households with HD TV service on its high capacity LTE network.

Capacity utilization and fixed-to-mobile broadband substitution potential – A study of 64 European operators
2017
networkeconomics
mobile-first
spectrum
5G
massiveMIMO
Finland
United Kingdom
Poland
Austria
Germany
Hutchison
Telefonica
Play
Elisa

March 2017
When LTE base stations are upgraded to 'Gigabit' speed the gigabyte volume capacity of the networks also greatly expands. We modelled LTE network capacity based on existing FDD and TDD spectrum holdings (and potential acquisitions in 2.3 and 3.4-3.8 GHz bands) and sizes of the macro site grids. Without and with Massive MIMO in the TDD bands. Topical for operators contemplating fixed-to-mobile broadband substitution ahead of upcoming 700, 1500 (SDL), 2300, 3400-3600 MHz spectrum auctions.

The market is changing. Mobile data pricing and network economics metrics and research reports for industry professionals
PRO >


Contact us:

Tel: +358442032339
E-mail: research@rewheel.fi
Twitter: @RewheelResearch

Copyright © 2009-2017 Rewheel Oy. All rights reserved.