Windstream, Fairpoint watch out. T plans 3M lines of fiber to the premises (including G.fast) each of the next four years, expecting to get to 20-25% of their territory. Some of them will be "out of territory," including some of the ~2M homes they have reached with fiber already. I can't recall either AT&T (almost half the U.S.) or Verizon (about a quarter) expanding this way in the last decade.
AT&T, France Telecom, and Telefonica have discovered that fiber costs are down in favorable locations. Google Kansas City has proven fiber can be profitable, including pulling many customers from AT&T. Fiber in some places can be run for < $500/home; in others, the cost is $4,000-$5,000. It's a great business if you can cherry pick areas with low costs and weak competition.
That's exactly what AT&T is doing,