I do get it, openreach is building flat out, and getting more efficient. Its massive. I get its a long term investment. I get connections are only made when they are ordered.
You both say take up is better than expected. But, to me, as an ignorant outsider looking in (wearing a pair of 'business/bean counter' sunglasses), it appears that there is more product being made than being sold, and that difference is growing daily. That's my observation from the outside, but if its better than expected, there must be a plan, so all good.