Netflix is nearly 30% of peak downstream Internet traffic, according to a report by Sandvine. This is up from 21% last fall.
If over-the-top has yet to change the multichannel marketplace, it pretty clearly has already changed ISP traffic patterns. More interesting to me is that video (Netflix and YouTube, BitTorrent, Flash Video and Hulu) are well over 50% of downstream traffic already.
It seems likely that lots of customers are going to have issues with ISP bandwidth caps in the near future.
Netflix Now the Largest Single Source of Internet Traffic (Techcrunch)