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Wednesday, January 15, 2014

Fitch: Overturned Net Neutrality Positive for Cable/Telecom:

Yesterday's U.S. Court of Appeals decision on net neutrality, if it is not appealed to the Supreme Court by the FCC, is a long-term positive for cable and telecom providers that removes regulatory restrictions on potential data services business models, according to Fitch Ratings.
On Jan. 14, the U.S. Court of Appeals for the District Court of Columbia Circuit vacated the anti-blocking and anti-discrimination portions of The Federal Communications Commission (FCC) Open Internet (net neutrality) Order, which had been issued in 2010. The order had compelled broadband services providers, such as cable and telecom operators, to treat all Internet traffic equally regardless of source. The order had been appealed by Verizon Communications Inc. (Verizon). The Court did uphold the FCC's authority to regulate the broadband providers' network management practices.
Operators now have greater freedom to experiment with new business models, charging edge providers of content (such as Netflix) fees for faster data services. The overturned net neutrality rules were forwarding looking, essentially designed to prevent the carriers from instituting practices considered restrictive by edge providers, rather than curtailing existing products and services. Therefore, Fitch believes the ruling's near-term impact on companies' operating profits and cash flows will be minimal.

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