The market for OTT (over the top) mobile cable and broadband to the home is growing. It is becoming the mode to watch content by the younger, hipper millennials who still consume linear television, but are also rapidly moving to the SVOD (subscription video on demand) approach being offered by Apple, Amazon, Hulu and Netflix to name a few. But the cable industry isn't the only market being hit by all this. There's another market that is likely also being impacted.
That market is the satellite TV market. All one has to think about is why AT&T is moving so fast to deliver television over their mobile broadband network post Direct TV acquisition to realize they see the migration coming from the group I've named "dish dumpers."
This means the satellite operators, like Dish and DirectTV as well, will need to think about how they use their satellite spectrum in more creative ways, including digital delivery to more than just the stationary dish. This also means as more millennials "dump the dish" and consume their content over LTE-A networks or via the cable or fiber provided Internet service, that the impact on the top and bottom lines of the satellite providers everywhere will change, and likely not for the better.
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