Thursday, May 5, 2016 at 11 am ET

Please join us for a Black Book presentation on the FCC's net neutrality rules. We expect imminently a major federal court decision on the legality of the FCC's Open Internet Order, a decision that will likely alter the legal entitlements of leading Internet content providers (NFLX, FB, AMZN, GOOGL, DISH) and the network management rights of wired and wireless Internet service providers (CMCSA, CHTR, TWC, CVC, T, VZ, TMUS, S).  The rules of the game for the Internet ecosystem could change in a significant way.

If the court issues its decision before this coming Thursday, we will hold a flash call discussing the outcome and implications of the decision.

 Our Opinion:  The court decision has been pending for several months.  Although absolute predictions about judicial outcomes are not possible, we expect, based on available inputs, a mixed outcome with the wired Internet service providers (cable and telco broadband)(CMCSA, CHTR, TWC, CVC, VZ, T, CTL) subject to continued regulation as common carriers, a disappointing result for them.  We expect wireless carriers (T, VZ, TMUS, S, USM), however, to gain greater freedom to manage and monetize their networks with fewer regulatory burdens, a plus for wireless carriers and potentially the network infrastructure vendors that support their growth and expansion.

The Black Book will be available before the call and can be accessed here:
CLICK HERE

The Black Book will include a focus on:

  •            The legal case to strike down the net neutrality rules
  •            Disruption of the FCC's overriding policy objective to empower edge providers over ISP "gatekeepers"
  •            How the upcoming court decision could change the rules, creating new risks for edge providers
  •            How the court decision could bolster new revenue models for wireless carriers
  •            Follow-through on potential Supreme Court review and legislative proposals in response to the court's decision


For more information, please contact

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  •          Confirmation Number: 13636750
  •          Materials: CLICK HERE