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Analysts appear to be scrambling to make sense of cord-cutting from a stew of consumer data. Parks Associates in January caused a mild furor when a survey of broadband homes returned data suggesting that as many as 7 million U.S. households would cancel their pay-TV subscriptions after services like HBO a la carte became available. MoffettNathanson's numbers for 2014 suggest a much lower cancellation rate this year, but the report didn't provide exact numbers.