Unbundling required in the US
I would be happy to cut the cord right now and use OTT services like these but the savings just aren't there yet. In my area, Comcast is the only broadband provider capable of the bandwidth required for these OTT services. I'm currently on a package that has 50mbps internet, basic cable, and HBO that runs me $83/mo ($93/mo after mandatory HD cable box rental). Let's say I want to drop that and get broadband only, my options are 20mbps internet at a cost of $54/mo or 50mbps at $64/mo. But wait, the fine print says "requires subscription to either to XFINITY Digital TV or Voice service at regular rates" so add at least $20/mo for what is basically OTAOC (Over The Air Over Cable) I'm not going to use at all running that plan up to $74-84/mo. Add on $10 here and $10 there for OTT services to replace the cable TV and I'm right back where I started.
I fear the result of these OTT services is just going to be a greater restriction on broadband-only access from these companies. As they lose TV customers, they'll have to make up the revenue from somewhere and that will be broadband customers by either forcing a TV subscription like Comcast does or just raising rates/adding caps. In the end, watching TV will just get more expensive whether you do it via broadband+OTT or just add the TV package to your broadband.