The pay-TV providers, including all the cable companies, many phone companies, and satellite operators Directv and Dish Network, are now losing subscribers at an increasing rate. In fact, Comcast, the largest cable operator in the U.S., now has more Internet subscribers than TV subscribers. This is happening because more and more people, especially younger folks, are “cutting the cord” and getting their TV entertainment from Internet-based services such as Netflix, Hulu, and Sling TV. The number and scope of these available services continue to expand. As more people drop their pay-TV subscriptions in favor of these services, the satellite companies will feel the biggest impact.
In order to mamize the benefit of Internet=based TV services, one must have a download connection speed of 25 Mbps or greater. Most cable and phone companies in the U.S. offer Internet connections of such speeds. Therefore, when they lose TV subscribers, they either keep or gain Internet subscribers, as has been the case with Comcast. However, neither Directv nor Dish Network currently offers download speeds greater than 10 Mbps with their satellite Internet services, as far I know. Indeed, satellite Internet service is the slowest and most expensive form of broadband service currently available. So when Directv or Dish Network loses a pay-TV subscriber, they have likely lost that person or family completely. They will be hurt a lot more than the cable and phone companies by cord cutting.