For some consumers there’s just no escaping Comcast. The company may have lost 121,000 cable customers during Q1, but its combination of pay-TV and internet service is serving as an insulator from cord-cutting trends.

CEO Brian Roberts says that model is playing to Comcast’s strength. “If a customer doesn’t choose to want to buy one of our video products, they’re buying our broadband at a better rate than we might have anticipated years ago,” he said yesterday on a call with analysts. “We start with the central view that streaming is going to happen, video over the internet is more friend than foe.”