I believe that both Bell and Shaw Direct will eventually shut down consumer subscription TV services via Satellite however I still think that is many years away (probably 15-20 years). I think eventually if Shaw and Bell stay in the satellite business, the transponders they lease will be for data services and not television and audio signals.
Location: Calgary - Shaw phone/internet, OTA attic / Pigeon Lake - CCI Wireless, VoIP.ms, OTA, FTA, LTSS
Probably a valid statement that DTH will decline in North America and/or the developed world. On the whole, projections are for an overall worldwide increase for some of the same reasons that cell phone growth was so huge in areas without a wired infrastructure.
Shaw has only looked at Shaw Direct as a profit centre since they bought 100%. When it came to investing in SD, it always has been "too little, too late".
The latest price increase means basic service has increased by over 25% in less than a year. They will lose between 50k and 100k subs in the next 3 months. They know that so the big salaries have to be dumped as part of the ongoing cost reduction program. As others have stated, it's all part of keeping SD cash flow positive as long as possible.
Shaw tipped their hat when they sold Shaw Cable in Hamilton to Rogers. They are retreating to the West and are trying to leverage Rogers vs Bell in order to get exclusive rights to sell Bell or Rogers cell services in Shaw Cable territory. They missed the boat completely in the cell business, so the chickens have come home to roost now with pressure from their major institutional investors to increase share value.
The G1 transponders have 0 value to anyone else, so as others have surmised at some point F1R/F2 transponders will be sold.