The 2023 Q1 MoffetNathanson report estimates DTV subscriber base still contracting at a recurring average per quarter of 16.8%.
This is in line the previous quarterly estimates and within the range of declared losses by both Dish and the CATVs - albeit on the high side of that range, but quite believable given the fall-off of jobs my Field Techs are doing compared to pre-Covid.
Our internal propaganda campaign otherwise known as Workplace would lead you to believe that Gemini is going to raise the Titanic, but out here in reality world - over 90% of our Gemini upgrades and installs are going to 80 year olds with neither Internet, nor inclination to stream anything. Approximately 5% are being upgraded to non-English speaking Hispanics - also with no fixed Internet as most use cellular hotspots on their phones.
The few remaining percentages are new customers "giving us a try". Even among that category, they complain they just got duped into buying a $120 "Roku box".
With this sustained rate of loss and the pizz-poor acceptance of Gemini - how can this company sustain itself?