Bloodbath coming
I don't think the big tin-shifters quite appreciate how determined AT&T are to complete the move to SDN (and its cousin NFV). They are assuming, I think, that AT&T and similar big carriers will attempt it, fail for internal cultural reasons, and come back into the fold.
This isn't going to happen. Openstack may be wildly imperfect and virtualization may be difficult for many telco services, but the winds of change are at gale force. Time to get out of tin and into software.