The decisions reveal the differences between Dish and DirecTV, their competitive advantages in the market, and the future of live digital TV.
Sling TV, the largest streaming service in the US with 2.42 million subscribers at the end of 2018, is tacking in the opposite direction. Already the cheapest vMVPD in the market with a $25-a-month option,. Analysts predict AT&T's price increases will send many of its customers straight to Sling.
Sling is the cheapest of all of the vMVPDs in the market, which includes Hulu with Live TV and YouTube TV. It also lacks major programming like CBS and ABC. And for local broadcasters, Sling directs customers to buy digital antennas to get programming over the air for free. It has to come in at the low end on the price spectrum to even have people consider it, TVREV cofounder and lead analyst Alan Wolk told Business Insider.
AT&T, on the other hand, wants to eventually migrate all of its satellite customers to DirecTV Now, Wolk said. AT&T bought DirecTV in 2015 not because it liked the satellite business, Sling doesn't have additional products or content to bundle. That leaves analysts wondering what's next for a company whose core business, satellite, is in secular decline.
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