OMNIMESH / OMT

OmniMesh / Executive perspective

The Network Is
the Data Center

A distributed infrastructure opportunity for cable operators

Cable operators already reach millions of powered, connected locations. OmniMesh turns a portion of that footprint into a shared storage and content-delivery platform—a new productive use for existing broadband infrastructure.

$750MTotal deployed capital
$30 onceOne-time investment per user served
~$330MIllustrative annual gross revenue · before operating costs

ILLUSTRATIVE ASSUMPTIONS · 2.5 million devices · 25-million-user footprint · $300 delivered cost per device · Revenue scenario detailed below

The platform model

The infrastructure
is already there.

The model resembles Uber and Airbnb: coordinate distributed assets supplied by participants instead of owning and operating equivalent centralized infrastructure. For cable, those assets are household locations, spare upstream capacity, storage, and compute.

Households supply location, electricity, and ambient cooling. The operator avoids dedicated facilities for those devices while retaining responsibility for hardware lifecycle, security, support, and participant compensation.

01 / The investment thesis

A small investment
across a large footprint.

An illustrative deployment of 2.5 million devices across a 25-million-user footprint, at an assumed $300 delivered cost per device.

The $30 is a one-time investment averaged across all 25 million users served—not a monthly payment or a charge to customers. The operator spends $300 per device at 2.5 million participating locations. Ongoing operating costs and future device replacements are additional.

Explore the ROI Lab →
Investment measureResult
Total deployed capital$750 million
One-time investment per user served$30 once
Net benefit needed to recover capital over five years$0.50 / user / month
$1 per user per month → $300M annuallyAt $1 of net monthly benefit per user, the platform generates $300 million annually and recovers the initial investment in roughly 2.5 years before financing and taxes.Net benefit means revenue and realized savings after ongoing costs, including support, participant compensation, and replacement reserves. These are simple capital-recovery scenarios, not revenue forecasts.

Illustrative economics / How we got there

Approximately $330 million in annual gross revenue.

Get the white paper: PDF and Word downloads ↓

A modeled storage and delivery opportunity at 50% paid storage utilization and 3 Mbps average billable delivery per device. The exact calculation is $328.32 million per year, before operating costs, financing, and taxes. This is a scenario, not a forecast or customer commitment.

Storage: $270 million a year

2.5 million devices × 4 TB = 10 million TB raw. Assuming 75% is usable after redundancy and reserves gives 7.5 million TB. At 50% paid utilization and $6 per TB per month:

7.5M TB × 50% × $6 × 12 = $270M/year.

Paid utilization means customer capacity actually sold. Extra copies and shards for our own caching, resilience, or repair are not automatically additional billable storage. The 75% usable-capacity assumption requires engineering validation.

Delivery: $58.32 million a year

Assume 3 Mbps of successful, billable delivery per device averaged across the whole month, including idle and offline time. In a 30-day month:

3 Mbps ÷ 8 × 2,592,000 seconds = 972 GB/device/month.
972 GB × 2.5M devices = 2.43 billion GB/month.
2.43B GB × $0.002 × 12 = $58.32M/year.

This requires sufficient paid demand and usable network capacity after content loading, repair, and protocol overhead. Both services must be separately billable; bundled delivery cannot be charged twice.

Pricing benchmarks and assumptions

Public references checked September 15, 2026: Backblaze B2 starts at $6.95/TB/month; Cloudflare R2 Standard lists $0.015/GB-month with free egress; Bunny lists $0.002/GB for its 1–2 PB volume tier, with higher volumes quoted separately. Services differ in durability, availability, performance, and support.

The model’s $6/TB storage rate is a chosen competitive scenario. Its $0.002/GB delivery rate is a benchmark-based assumption, not an exabyte-volume quote. Published pricing does not establish demand, paid utilization, or equivalent OmniMesh service quality. Decimal TB/GB units and twelve 30-day delivery months are used.

Operating costs, net benefit, and payback

At the modeled $328.32M annual revenue, these illustrative all-in operating allowances show sensitivity. They must cover participant compensation, support, software operations, replacement reserves, network overhead, and commercial expenses. They are not measured OmniMesh costs.

Cost / device / monthAnnual costAnnual net benefit*Simple payback*
$4$120M$208.32M3.6 years
$7$210M$118.32M6.3 years
$10$300M$28.32M26.5 years

*Before financing and taxes. Payback = $750M initial investment ÷ annual net benefit. Assumes modeled utilization from the start; a sales ramp extends payback. The earlier $0.50/user/month figure is only the five-year capital-recovery threshold, not projected earnings.

Backhaul savings and room for growth

These benefits are not included in the $328.32M revenue scenario. Additional net transport benefit equals actual avoidable transport expense plus annualized upgrade deferrals, less additional network costs. Released capacity retained for growth is not simultaneously a cash saving; value it through incremental profit or upgrade deferrals without counting it twice.

A Netflix-commissioned Analysys Mason study estimated $1–$1.25B in global ISP savings in 2021 from Open Connect and codec improvements. That supports localization’s potential, not an OmniMesh estimate. Netflix supplies qualifying ISPs with cache appliances at no charge; the pilot must demonstrate incremental value against existing caches and negotiated CDN alternatives.

The commercial test: secure paid demand, demonstrate peak-hour delivery without subscriber harm, validate usable storage and all-in costs, and measure incremental transport relief. The pilot turns this scenario into evidence.

Investment resources

White Paper & Downloads

The Network Is the Data Center
A concise executive brief covering the illustrative $330 million annual gross-revenue scenario, calculations, pricing sources, operating costs, and pilot requirements.

PDF: one page · Updated September 15, 2026 · Illustrative assumptions, not a forecast.

02 / Three sources of value

Earn. Improve. Create room to grow.

01

Earn from distributed resources.

Sell contracted storage and delivery services to content providers and other customers.

02

Improve network economics.

Serve eligible content closer to viewers, reducing traffic on targeted transport links where topology and placement permit. Capture real reductions in network expense or defer otherwise necessary upgrades.

03

Create room for growth.

Retain released backhaul capacity for new content, higher consumption, and additional services. Capacity retained for growth is distinct from capacity removed to cut bills.

The platform effect strengthens the case: each additional location expands coverage, supplier choice, and resilience. These gains depend on useful demand and effective coordination; physical bandwidth does not grow as the square of device count.

03 / What must be demonstrated

Prove the economics.
Protect the subscriber.

Scale alone does not establish performance. Residential connections share DOCSIS service-group capacity, and moving shards between devices consumes network resources.

A controlled pilot establishes:

  • 01 Sustained delivery during peak demand without degrading subscriber service.
  • 02 Net transport relief after content loading, reconstruction, and repair traffic.
  • 03 All-in cost per delivered terabyte against existing CDN and on-net cache alternatives.
  • 04 Reliable operation, secure isolation, and accurate participant accounting.

The executive briefing

See the opportunity.

New narration. Illustrative storage figures. Voice pitch preserved.

The decision

Fund a measured demonstration with explicit commercial and engineering gates.

Can a one-time $750 million investment support approximately $330 million in annual storage and delivery revenue—and convert enough of that revenue into net benefit to justify deployment? The pilot must establish paid demand, operating costs, and additional transport value.

If it does, OmniMesh gives cable operators a new role: supplying distributed infrastructure from the customer footprint they already serve.

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