BCE Q1 Earnings Call Highlights

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Sat, May 9, 2026 astatine 9:07 AM CDT 7 min read

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Key Points

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Revenue and currency travel improved successful Q1, with consolidated gross up 4% and adjusted EBITDA up 2.9%, helped by Ziply Fiber and AI-powered endeavor services. Free currency travel roseate modestly to CAD 804 million, though adjusted EPS declined owed to higher depreciation and involvement costs.
BCE’s AI Fabric strategy was a large focus, with Bell Business Markets gross up 9.7% and AI-powered solutions increasing 113%. The company’s afloat contracted Saskatchewan AI information halfway is expected to go a large contributor to revenue, EBITDA, and escaped currency travel erstwhile operational.
Wireless remained highly competitive, pressuring ARPU, but BCE inactive added 16,947 postpaid mobile telephone subscribers and saw stronger fibre request successful some Canada and the U.S. Bell Media’s integer concern besides kept growing, with Crave subscribers up 25% twelvemonth implicit year.

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BCE (NYSE:BCE) reported higher first-quarter gross and adjusted EBITDA arsenic contributions from Ziply Fiber and maturation successful AI-powered endeavor services helped offset competitory unit successful wireless and softer accepted advertizing request astatine Bell Media.

On the company’s Q1 2026 net call, President and CEO Mirko Bibic said the results reflected “continued disciplined execution” successful a competitory operating environment. Consolidated gross roseate 4%, portion adjusted EBITDA accrued 2.9%. CFO Curtis Millen said adjusted EPS declined by CAD 0.06 from a twelvemonth earlier, reflecting higher depreciation and amortization disbursal and involvement costs, successful enactment with the company’s guidance assumptions.

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Free currency travel accrued 0.8% to CAD 804 million. Millen noted that BCE updated its escaped currency travel explanation opening this 4th to exclude income taxes paid connected important divestitures. The institution paid CAD 542 cardinal successful currency taxes successful the 4th related to the CAD 4.7 cardinal merchantability of its MLSE stake, which affected operating currency travel but was excluded from escaped currency flow.

AI Fabric and Enterprise Growth Take Center Stage

BCE executives spent a important information of the telephone discussing Bell AI Fabric, the company’s AI infrastructure and services platform. Bibic said Bell is positioned astatine the intersection of networks, endeavor relationships, powerfulness entree and AI infrastructure, calling that operation “very hard to replicate.”

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