A new report from MoffettNathanson today might say it’s about cord-cutting, but it seems it’s really about the revived strength of the housing market. “Consumer Segmentation: #ott Video Buyers” that concludes 17% of current broadband subscribers in the U.S. will purchase the new HBO OTT service when it becomes available, that 91% of them currently subscribe to a pay TV service, and that about half will cancel the pay service when they the new HBO Go. That survey also happened in the fourth quarter of 2014. Sometime this year, in millions of American homes, calculators are going to figure out how much (if anything) can be saved by stitching together homemade systems consisting of new OTT video streaming platforms. So in 2015, the numbers could start to add up.
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