Actually a nice analysis by Karl
Clearly the telcos are losing to cable in the wired broadband market. As a result Verizon has basically stopped FIOS expansion and doesn't seem to be doing much with their current base. AT&T has a few more legs because they can expand U-verse to new locations a lot more cheaply than Verizon can, they just have to run FTTN and reuse their existed twisted pair runs, which is not free by any means but a lot cheaper than running new FTTH. As this analyst reports, they may be doing just that to milk a few more dollars out and to deprecate their DSL in a few more areas. But that's kind of it.
DOCSIS 3.0 is way faster than vDSL already vs. AT&T, and competes head to head with FIOS. I just put in 50/5 service myself for $50/month from Mediacom at a new home. And DOCSIS 3.1 is coming which will blow away FIOS unless major improvements are made.
I think the telcos are becoming wireless companies. I had thought that AT&T would continue to improve vDSL but they appear not to be doing that. Same old tech is out there on the FTTN. They do have very nice STBs using video over IP and wireless in-home connections, but for broadband, not so much.