Wall Street analysts say two distributors especially are likely to pick up customers who cancel their Cablevision service as the dispute between the MSO and Fox drags on, reports The Hollywood Reporter.

The two are Verizon’s FiOS and DirecTV. Both these two companies  have been understated in positioning themselves as alternatives, the story says.

FiOS said the company has been busy, but didn’t say how many customers have switched so far. Verizon isn’t expected to report specifics on Friday, when it reports earnings.

For its part, DirecTV said it’s not actively marketing against the dispute and said it’s too early to estimate how many customers it may get, the article says.

The article does not say why it does not reference other alternative distributors.