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According to TorrentFreak, Game of Thrones averages around 3.9 million pirated downloads per episode. According to the great Internet resource known as Wikipedia, only 3.8 million people watch Game of Thrones on HBO. That means more people pirate the show than actually watch the show on TV.
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So HBO is losing out on potentially millions of 'customers.'
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Obviously, HBO Go numbers don't apply here but the effect of HBO Go isn't nearly as powerful as we think. HBO told the NY Times that only 1% of its total viewership across its network is actually from HBO Go. [TorrentFreak]
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http://ca.gizmodo.com/5916885/more-p...thrones-on-hbo
How many of those people would actually pay HBO to access their content without a cable subscription?
According to this site...
http://takemymoneyhbo.com/
163,000 people tweeted within the first 48 hours of the site being open that they would pay an average price of $12/month to watch HBO.
I'm not sure how many people have tweeted since then, but there are obviously hundreds of thousands of people that would pay to watch HBO online.