If that 1/3 figure includes resold AT&T service, that would definitely be less impressive.
I'm not too optimistic about any city-planned communications infrastructure. The "progressives" hold onto a pipe dream of a free, city-wide public network[1], and they seem to balk at partnering with private companies for this purpose. Fortunately the "progressives" usually fall [just] short of majority control of the city council, and haven't won the mayorship in over 20 years, but they still manage to throw monkey wrenches into sensible plans.
[1] There was (still is?) a master plan to bury fiber with the city's water & sewer network, but I think the city is half done with a city-wide, multi-billion dollar water & sewer refurbishment and replacement project without having buried any fiber at all. I'm sure most people in the city, including myself, would love to see a public fiber built-out, but it's just not financially viable. The city has too much on its plate, and the situation won't ever change. The self-styled "progressive" faction is all talk, and stonewall everything else with feigned outrage, much like national Republicans.
I have a friend in SF who has been given the runaround by Sonic. He believes that Sonic's ticketing system is somehow integrated with AT&T and that AT&T is closing his install ticket after they finish an install at a different residence.
The City of SF bid on the utility infrastructure in the city that was formerly owned by PG&E. Hopefully this will allow the city to streamline installation of pole-based fiber installs, but I'm not sure how much PG&E ownership was causing problems before the auction.