The challenge
The question has moved from build to sequence
Capital spending is coming down while ambitions stay put. Fiber still has to reach more homes, 5G standalone still has to be finished and the IT estate still needs fixing. So the planning question changes from “what do we build next?” to “what do we stop, slow down or sequence differently, and what does that cost us?”
That is hard to answer when network build, IT and product initiatives live in separate plans with separate owners. Long horizons add their own risk. Switching off copper, a central theme of the EU’s proposed Digital Networks Act, means years of customer migration, IT change, field work and product change competing with everything else on the roadmap.
Then change lands mid-cycle. An in-market merger comes onto the table. A wave of AI pilots asks for the same data engineers. A BSS consolidation meets a pricing change and a regulatory request in the same month. The plan itself is rarely wrong. It is slow, and by the time a what-if becomes slides, the business has moved on.