Actually I don't think the fiscal loss is so clear-cut. Each deployment of cache nodes removes load/bandwidth from the rest of the CDN, and also reduces support

Actually I don't think the fiscal loss is so clear-cut. Each deployment of cache nodes removes load/bandwidth from the rest of the CDN, and also reduces support time spent with customers. In fact, 100% of Netflix traffic outside the US and 90% inside the US is served from Open Connect[0]. It is actually a shift of the location of the serving hardware that allows both parties (the ISP and Netflix) to save on bandwidth. This is a net win for everyone. [0] http://arstechnica.com/information-technology/2014/05/netflixs-many-pronged-plan-to-eliminate-video-playback-problems/ http://arstechnica.com/information-technology/2014/05/netfli...