Slow in the first half, probably ramping in the second half. AT&T is being officially coy, but a senior source confirmed they are definitely moving ahead on G.fast. Tom Starr played an important role in the standard and they were one of the first in trials. Their top executives have been enthusiastic several times. They have been making quiet moves in D.C. to get out of their commitment to 12.5 million fiber homes, presumably using G.fast instead.
G.fast is logical for them. They've built an enormous amount of fiber the last few years, going first to businesses. In many places, fiber can be extended inexpensively to nearby buildings. They are also expanding their trial of WTTR - Wireless to the rooftop - beyond Minneapolis. Wall Street is riding them for the lines lost to cable, now going to a gigabit in most of the U.S.
They have millions of lines of coax connected to rooftop antennas from the DirecTV buy.