I don’t think this is about the price of Netflix or at least not much. Netflix probably got a sweet deal.
This has more to do with ISP getting a chunk of Google, Amazon and everybody else making money on the internet. The best analogy I can think of is the Feds using tax money to build a highway for everybody to use, then turning it into a toll road.
Netflix is paying the toll. Now that the precedence is set, they are going to be hitting everybody else they see making a profit.
And just so everybody can share the pain, after making all the content providers pay for special consideration of their access to bandwidth, they are going to cap the consumer’s account so they don’t abuse the privilege of receiving this content.
It’s absolutely about the price of Netflix. If Netflix pays their provider for a larger pipe or for premium inbound network bandwidth, who do you think will pay that bill?