Friday, October 16, 2020

Week 42 in Telecoms, Internet, Media






  • ATIS establishes Next G Alliance to advance North American leadership in 6G; with AT&T, T-Mobile, Verizon, US Cellular, Facebook, Microsoft, Qualcomm, Bell Canada, Telus, Ciena, InterDigital, JMA Wireless, Telnyx



  • Telefonica: Merges 3 global units (wholesale, roaming, MNE) into Telefónica Global Solutions
  • China Broadcasting Network Co (CBN) to launch as #4 MNO (has 700 MHz & 4.9 GHz spectrum) in China via 51/49 JV with others (State Grid Information & Telecomm, Alibaba Venture Capital Mgt, Guangdong RTV Network, Beijing All Media & Culture) [see 200521]
  • Walt Disney: Plans reorganisation to focus on streaming/D2C: content creation units Studios, General Entertainment, Sports; distr unit Media & Entertainment Distribution; other unit (Disney Parks, Experiences & Products) remains; plan Virtual Investtor Day 201210
  • AMC Entertainment: May face liquidity problem from end 2020 due to corona virus





  • Google
  • Amazon: Amazon Prime Day (201013-201014) in 19 countrie: US, UK UAE Spain, Singapore, Netherlands, Mexico, Luxembourg, Japan, Italy, Germany, France, China, Canada, Belgium, Austria, Australia, Turkey, Brazil; to spend >$100m on promotional activities to help SMEs; early deals on Amazon products & services start 200928 - 3rd-party sellers sold $3.5b (+60% yoy), savings for Prime subs $1.4b - Strikes in DE
  • Apple: Hi, Speed event: launches
    • iPhone 12 (5G, iOS 14, A14 Bionic chip; USB-C adapter, 4 models; Mini : 5.4 inch from $700; 6.1 inch from $800; 6.1 Pro from $1000; Pro Max 6.7 inch from $1100)
    • HomePod mini smart speaker ($100; with Siri; S5 & U1 chips, central hub for HomeKit devices, supports Pandora, Amazon Music, iHeartRadio, with Siri-controlled Intercom feature for all iOS devices)
    • MagSafe to iPhone 12 & Apple Watch: magnetically attached chargers ($40), wallet ($60), cover ($50)



  • Min EZK (NL) to submit Telecom Code (EECC) implementation law to Raad van State end 2020, then to Parliament, EU deadline for implementation 201221


Platform regulation

  • Amazon: Reuters: EU antitrust case (started July 2019) to focus on dual role (selling platform & private label product seller); separate investigation into data used in selection of Buy Box winners
  • Internet Platforms advise EU to leave regulating harmful content out of DSA
  • FT: EU to focus on 20 largest platforms; to share data, increase transparency
  • NL & FR propose separate EU regulator for gatekeeper platforms; platform subject to intervention should at least have considerable market power in at least one market; propose principle-based obligations (right to data portability for business users, fair contracts) & prohibited practices (disruptive self-preferencing, halting access for 3rd-party providers of services or goods, incl APIs & data without objective justification), case-by-case remedies (access obliigations: obligation to proactively offer alternatives to users, safeguarding interoperability, data sharing obligations)
  • FCC proposes Section 230 interpretation to deny special immunity to social media, plans rulemaking - FCC jurisdiction disputed
  • Facebook and Twitter limit sharing NY Post article over containing hacked material and private information - US Senate to subpoena Twitter CEO Dorsey to testify 201023

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