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Internet interconnect - a new revenue source?

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Whilst we have been concentrating our efforts on working out how CSPs, and mobile operators in particular, can cash in on the data explosion by charging customers for usage rather than offering unlimited, flat-rate plans The Financial Times, no less, has come up with a brilliant idea.

The FT report focusses not on the customers but those companies that generate the majority of that booming online traffic. Top of the list came none other than - Google and its data hungry YouTube service.

What’s more, it claims that Telefónica, France Telecom and Deutsche Telekom say “Google should compensate them for carrying content like YouTube on their networks, because video is rapidly filling up their fixed-line and mobile infrastructure.”

Stéphane Richard, the new chief executive of France Telecom, says: “There is something totally not normal and contrary to economic logic to let Google use our network without paying the price for this.”

FT claims that “In taking aim at Google, some network operators look at the internet search and advertising company with a mixture of fear and loathing. They object to Google’s dominance of the online advertising market, which is starting to spread from the fixed-line internet to the wireless web. Telefónica, for example, is keen to secure a big portion of the revenue coming from the nascent mobile advertising market.

Other operators, such as France Telecom, accuse Google of eroding the relationship with their customers. Google’s popular Android operating system for smartphones highlights how consumers increasingly attach more value to the functionality of their handsets than the networks they run on.”

This anti-Google sentiment was also pre-empted in a previous blog that reported on Google’s growing global backbone network that links its data centres. Unlike the the internet’s “peering” arrangements were originally intended to allow networks with roughly equal needs to hand off their traffic to each other at interconnection points, with no money changing hands.

However, these arrangements have become lopsided as the traffic Google passes on to other networks has swelled.  Of course, any attempt to introduce and even negotiate infrastructure agreements with Google could backfire, and in a big way. Google may reciprocate and charge operators for traffic traversing its own infrastructure. Oops, that could get nasty.  Worse still, it could follow-through and roll-out its own FTTP network, an area it has recently been experimenting in.

But worse may be yet to come.  In countries already rolling out National Broadband Networks the essence of which is to provide a wholesale distribution structure offering all Retail Service Providers equal access and standardized pricing then Google could easily jump into his level playing field and offer countess services direct to consumers, without even traversing any fixed-line operator networks.  How long before they start dabbling seriously in Wi-Max or even 4G delivery as a virtual network operator?

Posted 04-13-2010 4:45 PM by Tony Poulos
Filed under: , , ,

Comments

Eric Priezkalns wrote re: Internet interconnect - a new revenue source?
on 04-13-2010 8:31 AM

I'm surprised you say this is a new idea.  Surely the point here is that this debate has been active in the US for a while now?  The difference is the debate appears to be coming to an end in the US, with the FCC leaning the way you would expect under an Obama administration.  The FCC are now hoping to extend their net neutrality policing powers, with the consequence that discrimination in the management or charging of traffic would be ruled out.  Note who made the big fuss here - 3 big old European former monopolies, who hope to get their backs scratched and beds feathered by government pals.  And note the timing - soon after the US broadband plan comes out.

In the US economy, the politicians can balance the interests of American network providers with internet giants like Google and conclude the winners and losers cancel out, meaning the best bet for the economy overall is more internet traffic, more trade, etc etc.  The European telcos might reasonably argue neutrality makes the European economies net losers - because the network operators subsidize the internet giants but the Europeans don't own the YouTubes and Facebooks of the world.  So this debate is about protectionism in disguise.  As with any protectionist arguments,  the interests of the big businesses demanding protection aren't aligned to the interests of consumers or even of the economy as a whole, no matter how much they complain that it's not fair that Google and YouTube are so popular.  But the subtext here is that the big telcos had always had every advantage and could have delivered popular services that people really wanted.  They didn't.  Others did.  Now they're moaning life's not fair.  It seems to me life, and free markets, are perfectly fair - if you can't deliver services that people want to pay for, then you're not running your business right.

European governments have two options.  They can be like the US and support a free internet or protect the interests of the former state-owned telcos.  These telcos didn't deliver the music services that people wanted, didn't deliver the auction sites that people wanted, didn't deliver the apps stores that people wanted... didn't deliver in general on anything but their dumbpipes.  Now they're worried they're 'just' dumbpipe providers.  The European governments can hence protect the dumb businesses and help to undermine the prospects of the upstart start-ups that have made the internet what it is.  Or they can genuinely support investment in the future instead of shoring up those dumb old dinosaurs.  When Viviane Reding was the relevant EU Commissioner, one suspects the Euro-incumbents wouldn't have even bothered with this petulant outburst.  Perhaps this is an early attempt to test new girl Neelie Kroes?

James Simmons wrote re: Internet interconnect - a new revenue source?
on 04-18-2010 7:17 PM

Its a basic problem of the internet infrastructure business model - CSPs have always assumed they could safely oversubscribe their consumers because there wasnt enough simultaneous traffic to them all to stress their infrastructure. Higher oversubscription rates mean higher profits. Now that there are providers of very attractive content it is exposing the weakness of that practice - and rather than accepting that their business model might be flawed they are blaming the content provider. Weak, very weak, IMO.

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