AT&T’s traditional pay-TV services lost over 1 million subscribers last year, according to its quarterly earnings report, relayed by FierceCable’s Daniel Frankel. The company pointed to a roughly corresponding increase in customers for its over-the-top DirecTV Now service, but MoffettNathanson analyst Craig Moffett wasn’t impressed. “That the company continues to grow its base of DirecTV Now subscribers isn’t helpful — AT&T loses money on them,” he said.

Meanwhile, Jon Fingas of Engadget tells us that the next generation of DirecTV Now interface is in the pipeline for full launch this springs. The new version will also include a cloud-based DVR and support for a third stream.

And in general, US broadband-only households are projected to nearly double in the next five years according to a guess projection by Kagan, a media research group within S&P Global Market Intelligence, quoted by Advanced Television. It said that Kagan expects 38.4 per cent of the combined residential cable and telco wireline broadband subscribers in 2022 to rely broadband and over-the-air TV. I guess we’ll see.