1、 THE IMPACT OF TECH COMPANIES NETWORK INVESTMENT ON THE ECONOMICS OF BROADBAND ISPOCTOBER 2022 THE IMPACT OF TECH COMPANIES NETWORK INVESTMENT ON THE ECONOMICS OF BROADBAND ISPsREPORT FOR INCOMPASDavid Abecassis,Michael Kende,Shahan Osman,Ryan Spence,Natalie ChoiCopyright 2022.Analysys Mason has pro

2、duced the information contained herein for INCOMPAS.The ownership,use and disclosure of this information are subject to the Commercial Terms contained in the contract between Analysys Mason and INCOMPAS.Analysys Mason LimitedNorth West Wing,Bush HouseAldwychLondon WC2B 4PJUKTel:+44(0)20 7395 Registe

3、red in England and Wales No.5177472 Disclaimer This report was commissioned by INCOMPAS,the internet and competitive networks association(formerly COMPTEL),a US-based industry trade association advocating for competition policy across all networks,and prepared independently by Analysys Mason.We are

4、grateful for the inputs and support provided by INCOMPAS,its members,and organizations which agreed to be interviewed as part of this study.Additional industry trade organizations involved in the distribution of the report include the Computer&Communications Industry Association(CCIA),the Asia Inter

5、net Coalition(AIC),DOT Europe,and the Korea Internet Corporations Association(K-Internet).The analysis contained in this document is the sole responsibility of Analysys Mason and does not necessarily reflect the views of INCOMPAS,CCIA,AIC,DOT Europe,K-Internet,their members,or other contributors to

6、the study.The data used in the analysis was obtained independently by Analysys Mason from publicly available sources.Abstract 4 Executive summary 51 Introduction 112 Content and application providers invest over USD120 billion annually in internet infrastructure 162.1 The internet is a network of ne