Yes, they'll still be able to get DTV satellite service if they want it, but AT&T will spend less resources marketing satellite TV to those folks and more on marketing OTT TV (AT&T TV and/or DTV Now) to them. Satellite TV isn't going away overnight and I've never said it was. I just believe that AT&T will de-emphasize it. They see the long-terms trends that are happening with that product and know they're not going to change. Rather, they're accepting the trends and choosing to "cannibalize" -- or as they put it, "transition" -- their own user base before some other disruptor (Hulu, Google, Comcast, etc.) does. They're going to work to make the margins as good as they can possibly be on the OTT services (thanks to targeted ads, Turner content ownership, lower customer acquisition and ongoing operation costs) to which they'll aim to shift the satellite subscriber base. But the hay day of traditional pay TV distribution is over, and I think AT&T knows it. I expect there will be a similar rental fee per receiver built into the monthly cost of the upcoming "home-centric" OTT service, AT&T TV (or whatever it's ultimately branded). As for customer acquisition costs, here's just one comment directly from AT&T that touches on the topic. This is a Q and A from the most recently AT&T quarterly earnings call on 4/25/18: Q: Give us a little bit more color on maybe the free cash flow aspects in your Entertainment business as you're switching more to the DIRECTV NOW product. That would be great. A: On the free cash flow side, if you will, Frank, I guess I'll say it this way. Moving to the DTV NOW platform or moving to a thin client platform eventually for the home is really going to change the free cash flow aspects because of the upfront of truck roll cost, the upfront, if you will, climb the roof costs, all of that can change as well as some of the things with regard to billing and administrative costs, the fact that it's an automatic bill or it's a credit card bill, all of those things will change. But that's one of the attractiveness is about the DTV NOW is the economics about not having that upfront investment. That will turn into savings from an upfront investment from a cash flow perspective. So that's why this thing we strongly believe it will work long term.