| Doing the Math According to TWCs 10-K, their high-speed data revenues in 2008 were $4,159M. Their Cost of Revenues for high-speed data, defined as "the direct costs associated with the delivery of high-speed data services, including network connectivity costs," was $146M. On the capital side, the company spent $604M on "scalable infrastructure," which includes the majority of data networking equipment (except for the cable modems themselves), as well as video and voice equipment that grows with the number of subscribers.
The extent to which it can be demonstrated that marginal costs for high-speed data require TWC to implement metered billing is left as an exercise to the reader. |
