DirecTV has to hope beyond hope that it never loses NFL Sunday Ticket because it is it's only reason for existence (of course, now they are adding the baseball package, but the exclusivity there hasn't kicked in yet).
The biggest issue I continue to have with DirecTV is its offerings of HDTV. They have launched 2 new satellites which are supposed to bring us more HD channels (some say up to 150 new HD channels). If this is really the case, then...
Never had a serious problem with directv. Can't imagine going back to cable ever.
Sunday ticket is a hardcore niche product. Directv has 17 million subscribers, only about 3 percent or less of which get the sunday ticket package, so I think they are not that worried about losing exclusivity in like 2011.
If you think cable or dish or anyone will be able to compete with directv on high def in the upcoming year or so, think again.
Directv currently has, far and away, the most high def channels of anyone. They offer local high def channels in pretty much every market -- to make sure that Boston people get Boston high def and Los Angeles people get Los Angeles high def, they have had to put more than 250 high def channels on their satellites. That dwarfs anything that cable or dish is doing right now.
That has been directv's focus -- getting local high def to local customers. That's almost done and they are shifting, by Q4 of this year, to adding more national HD channels. Pretty clearly, that will be a snap for them, given how easily they are dealing with the capacity issues for 250 HD locals.
Within 12 or 18 months, the problem with HD is going to be that there's not enough content out there, not that directv doesn't have it.
Now if movies on demand and integrated computer/cable products are what you're into, then cable is probably the way to go in the very near future. But otherwise, it can't compete with directv, and it knows it.