NSR Policy: FCC Releases Proposed Title II/Net Neutrality Order
Monday, we published a preview of the FCC’s upcoming order on classification and net neutrality (which we refer to as NN7, to honor the six previous iterations or FCC orders addressing the same issues). We suggested the NN7 Order was likely to be made public on Thursday and voted on April 25. Both of those proved true. In this note, we provide a quick reaction on the language in the 425 page order related to the issues we thought most relevant to investors.[1] For the most part, we think the order was in line with our expectations and largely—though not completely consistent with the Wheeler Commission 2015 order.Alphabet is a holding company. Through its subsidiaries, the company is engaged in a collection of businesses, which its primary business is Google. The company reports all non-Google businesses collectively as Other Bets. Google's main products and platforms are Android, Chrome, Gmail, Google Drive, Google Maps, Google Play, Search, and YouTube. The company also provides advertisers with tools that help them attribute and measure their advertising campaigns. In addition, Other Bets includes Access, Calico, CapitalG, GV, Verily, Waymo, and X, among others. Other Bets primarily engages in the sales of internet and TV services through Access as well as licensing and research and development services through Verily.
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