On one side of Net Neutrality is Netflix. On the other side is AT&T and Verizon. Netflix has an extremely powerful foe in these two companies. In 2013, AT&T and Verizon generated $20B in profits, and have 230M wireless customers.
On January 22, 2014, Netflix’s Reed Hastings (CEO) and David Wells (CFO) wrote a letter to shareholders on the 2013 results; Netflix ended up with 44 million members, and expects 48 million members by end of Q1. As of 2/1/14
Netflix has about 30 million US customers. How much bandwidth do Netflix customers push on any given day? If all 30 million customers watch Netflix at the same time, they would be pushing 90Tbps (1 user = 3Mbps). Of course,
I am sure Akamai is regretting their decision not to buy EdgeCast. If not, they will after this post. There are probably a few dozen CDN executives that haven’t considered the repercussions of the Verizon acquisition. I have, and the
