http://blog.streamingmedia.com/2014/02/heres-comcast-netflix-deal-structured-numbers.html
This article details the technical aspect of it of the netflix and ISP issues and problems and solutions being pursued with Netflix and is a pretty interesting read if you're into that sort of stuff.
It's not as simple as some may think, but at the same time, it is.
IMO Netflix is doing the right thing by junking sub par CDN providers who don't hold their own weight and opting to deal with the ISP directly themselves