The difference from fansubs and TiVoing the episodes without watching the ads is as follows (it might sound a bit confusing, but bare with me, english is not my native language):
The station that made the initial broadcast payed for the rights to broadcast said show, so the company that made the show gets money out of it, whey you skip the adds you are screwing the TV station, not the anime producers, they already got paid for the rights and don't see a cent of commission on the adds.
Now, If you watch it over TV, then the ratings go up for that particular show, and probably the network producers notice the spike and buy the rights for the same show to broadcast the same show on other stations across the country, so it means more rights money for the anime producers. More money = more shows, if more and more people watch anime on TV instead of fansubs (where there is no real data on audience and such) then the people with the money would see a trend with actual numbers and not speculation and then decide to go forth and invest on more and more anime, until the numbers show a decline.
When you watch fansubs, the anime producers don't get a cent, and the TV station doesn't get any real data as of how many people are actually watching the show, so they can't sell as many adds as they could if they had real numbers.
That the difference and how fansubs can hurt anime.
On the other hand Fansubs create a sort of "word of mouth" marketing for the shows, as most people can't really keep up with all the new releases. You can also use fansubs as a way of previewing a show before buying it, just to make sure that its the kind of show that you like.
And yes, companies make the money with the merchandising not the DVD sales or movie rights.
Comments
What I'm asking is, how is this any different from watching the fansub? No one can know I've watched either. The only difference is whether an advertising company got screwed, or an anime company got screwed.