It is a year over loss. I don't think you would argue with me if I said CD sales were declining, but by your logic, we could go back 15 years and see lower CD sales than now and say that CD sales haven't decreased since then. Now it's only one quarter, too early for panic, but if subscriptions keep falling they will have fewer subscribers than two years ago.
No, that's not what I'm saying. I think it's only a quarter comparison, not a year. And the comparison is one year to the previous year, not cherry picking any past quarter to make a point. If we want to invent stuff to support our points, I'd like to compare the quarter in 1850 to now. There were 0 cable subscription in that quarter, so cable is growing at an infinite pace.
Yes, CD sales are indeed declining in favor of services like iTunes. Apple won the race. The Video companies won't allow themselves to get into the same kind of relationship with Apple. They don't want Apple telling them how their products should be priced, etc. That's why you have Amazon selling episodes (to OWN) for 99 cents vs. Apple's 24 hour rental for 99 cents. Nobody wants Apple to be the God of all media distribution (except maybe Apple, but even they don't seem to expend as much energy on this as would seem logical if they want to own video like they are owning audio).
Yes, it's way too early for established dominant forces like Comcast, AT&T, Verizon, etc. to panic. Even if your assertion proved true, I do recall seeing recent numbers showing record REVENUES for the pay-TV business. Until that starts feeling the pressure, they don't care if guys like you dump their services for an all-internet alternative. But, as soon as they start to notice (via pocketbook metrics), things will change. Broadband prices will go up (in the U.S.A., maybe Canada will be different).
Again, internet streaming is the better option, which is why it will win out in the end and the networks will grudgingly support it. The public at large just needs someone to introduce the concept to them. That's Apples specialty. Will Apple TV bring the concept to the public at large? I don't know, but it has the potential to. Internet Streaming will become mainstream, the only question is when. What will pricing look like at that time? I couldn't tell you, but you will have more options than you do now.
I've owned

TVs for 4 years now. I keep waiting for the Apple solution to prove to be the better solution. I also have a subscription to DISH network. The particular subscription I have has all of the channels I watch in HD, the vast majority of which are at higher resolution vs Apples (choice) of 720p30fps. The content looks sharper on my 1080HDTV than I can get out of my

TVs. The DVR lets me timeshift at will, I can take whatever time I want to begin- then finish watching anything on the DVR (no 24-hour requirements), I can download movies on demand in up to 1080p, and if I want to give a few new shows a try, it won't cost me 99 cents more for each show to see if I like it. Furthermore, when there's nothing on at any given time, I can hunt for something sampling all kinds of shows for however long I want to try to find something worth watching. I also like live sports and local news & network sports- all in 1080i. Apple's solution needs to cover some more of these bases.
Because my timing happened to be good, I get all these HD channels for only $29.99/month. Yes, there's a number of channels I pretty much never watch, but I couldn't match that price for what I do watch in any way with

TV, even if I would settle for 720p or less resolution. Even if all video on iTunes went to a 99 cent rental model. The math just doesn't work.
Now, like you, I'm in a bit of a special circumstance. You've got laws in your country better supporting what you're trying to do, and I happened to luck out with a long-term deal not available today to the general public.
I love the idea that you endorse. I'd love to see it happen. But down here in the states, we choose to allow the same companies that make so much money on cable subscriptions to also dominate our broadband options. Thus, if they are making $100/month now, they can still make $100/month if we drop cable feeds from them, but still depend on their broadband service to make Apple's replacement solution go. We don't have laws (or laws that are enforced) to keep this from happening.
So congratulations on your opportunity. Like my own special opportunity, you should enjoy it while you can. It is unlikely to be replicated in the U.S.A. unless Apple finds a way to break the dependency of feeding it's service through pipes owned by the Comcasts, AT&T, Verizons, etc.