I did a TCP dump of the traffic and the data sent to the central servers is very minimal, mostly short plain-text messages containing little bits of information - your partner's camera status, number of users online, next button pressed, etc.
Also, Fogbugz copilot does something similar. It's described at a high level here: https://www.copilot.com/tech/ which links to http://nutss.gforge.cis.cornell.edu/stunt.php
Oh!
1: He is either misquoted or lieing about bandwidth usage in the article.
2: He is breaking adobe's tos for stratus, as you are not allowed to run ads along side any tech using it.
I don't see anything in the TOS against advertising.
Nor in the FAQ, with regards to commercial applications: http://labs.adobe.com/technologies/stratus/
Edit: That's an article. We're talking about the actual TOS, which does not specifically disallow advertising: i think they simply want to make sure people aren't billing for access to p2p services (which is stated clearly in the TOS).
http://www.adobe.com/devnet/flashmediaserver/articles/p2p_ap...
"Stratus is for non-commercial use only."
Additionally, when you receive your beta access they show additional docs letting you know that if you want to run ads/make money you need to look into livecycle. Even had a adobe rep contact us after we launched one of our p2p services informing us of such.