Gary Kim and IP Business have a couple of decent articles on Telco TV. (They call it IPTV, which by strict definition it is not for most telcos. FiOS uses RF just like cable). the first article frames the debate: Should Telcos Have Gotten into IPTV? Currently, they are losing more voice customers than they are gaining TV subs -- and TV subs are not as profitable as the telephone revenues you are losing. (Let's face it, ILEC's have always looked at customers as rape victims. Maybe years of this abuse are coming to roost).
Then IP Business gives various analyst views on FiOS, Verizon's fiber-to-the-home brand name. (Since IPBiz didn't ask for my analysis I won't give any. They are good reads though).