Seeking Alpha

Network traceroute points to Netlfix/Comcast peering deal

  • A Silicon Valley network traceroute posted on GitHub indicates Netflix (NFLX) and Comcast have reached a direct interconnection (i.e. peering) deal for the former's streaming traffic.
  • The discovery follows widespread reports of Comcast subs seeing slow Netflix streaming speeds. Users of other major ISPs have also had speed/quality-of-service issues related to Netflix, which (unlike several other Internet giants) has refused to pay ISPs for peering deals.
  • GigaOm sees two possible explanations: Netflix has decided to bite the bullet and pay Comcast in the wake of the FCC's net neutrality ruling, or Comcast is playing nice as it tries to get regulators to sign off on the Time Warner Cable deal.
Comments (5)
  • smithtrevor516
    , contributor
    Comments (6) | Send Message
     
    I was more hoping from a press release from the recently very quiet Reed Hastings.

     

    At least that's what my NFLX APR Puts were based on... that and a 233 P/E.
    21 Feb 2014, 10:22 PM Reply Like
  • Theta1980
    , contributor
    Comments (5) | Send Message
     
    Smith...what kind of put did you do (exp date)?
    23 Feb 2014, 08:50 AM Reply Like
  • RobbyRob
    , contributor
    Comments (361) | Send Message
     
    http://on.wsj.com/1k0neic

     

    Puts are looking good now. They paid to free up the bandwidth....and the PE ratio should also compress nicely down the drain.
    23 Feb 2014, 03:08 PM Reply Like
  • alan ljl
    , contributor
    Comments (260) | Send Message
     
    NFLX's free ride coming to an end finally.
    23 Feb 2014, 10:59 PM Reply Like
  • smithtrevor516
    , contributor
    Comments (6) | Send Message
     
    Deep out of the money, APR 14

     

    Better than a lottery ticket... but going to need a major catalyst to pay out.
    24 Feb 2014, 02:49 PM Reply Like
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