Also not statistically solid, I've noticed a number of US users here move to MC's TV offering with comments here on Interact that "I'm cutting / I've cut the cable". So, it's possible that FTA TV in the US has got some life left in it yet.
EDIT: flash just in from one of our resident TV gurus:
Proposed New Television Setup
referring to this report:
http://www.nab.org/documents/newsroom/pressRelease.asp?id=3168
Note that within that release (which is over a year old, I didn't find the newer one, though I didn't look hard) they indicate that of that 19% that are OTA-only households, only ~6% were "cord cutters" (meaning, that the remaining were probably never TV subscribers in the first place, or would be if they could afford it).
So, it is a market, and a growing one, but not in the majority. Still, I'd say that the move to online consumption + OTA
bolsters the case for improved TV support in MC, not diminishes it.
I wouldn't recommend focusing very much on a Live TV experience (though this is important for certain uses, mostly news and sports), but overall, if that path is increasing as a means for people to get content, that means that fewer people will be using provider-supplied set-top DVRs and they will need a solution. That's exactly why TiVO released an OTA-only version of their hardware. But that thing is flawed in a whole bunch of ways, and TiVO's software is still... Non-ideal (better than the brain-dead provider-supplied DVRs, but still pretty bad).
I also think we're a long way out before a cohesive IP-based solution to TV content distribution solidifies. It will, eventually, but the interests here are powerful and in conflict. Some things will move more quickly (scripted dramas and pay sites like HBO, I'd guess). But others, like Sports, will remain something of a disaster for some time to come.