BCE Inc (TSX:BCE.PR.C.PFD)

C$ 18.81 +0.010 (+0.05%) Market Cap: - Enterprise Value: 14.83 Bil PE Ratio: 77.88 PB Ratio: 2.18 GF Score: 69/100

Q1 2025 BCE Inc Earnings Call and Network FiberCo Strategic Partnership Transcript

May 8, 2025 / 12:00 PM GMT

Release Date Price: C$17.28 (+0.70%)

Transcript

Key Points

Positve

BCE Inc (BCE) announced a major partnership with PSP Investments, which will help fund their U.S. fiber business with commitments exceeding $1.5 billion.
The company has increased its fiber footprint by more than 50% since 2020, now covering over 7.8 million households and business locations in Canada.
BCE Inc (BCE) has successfully doubled its Internet customer base on fiber to 3 million, with over 60% of these customers taking gigabit-plus speeds.
The strategic partnership with PSP Investments is expected to improve BCE Inc (BCE)'s free cash flow by over $1 billion from 2026 to 2028.
BCE Inc (BCE) has launched a new technology solutions provider, Petco, aimed at generating $1 billion in revenue by 2030, leveraging recent acquisitions and expertise in automation platforms.

Negative

Total revenue for BCE Inc (BCE) was down 1.3%, largely due to a 7.4% decrease in low-margin product sales.
The company experienced a small net loss in total mobile phone subscribers in Q1, compared to 25,000 net adds last year.
Mobile phone ARPU was down 1.8%, marking the second or third quarter of decline.
The dividend for BCE common shares has been adjusted to $1.75 per year, reflecting significant changes in the economic and operating environment.
BCE Inc (BCE) continues to face competitive pricing pressures and ongoing declines in legacy voice, data, and satellite TV services.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BCE.TO - BCE Inc
Q1 2025 BCE Inc Earnings Call and Network FiberCo Strategic Partnership
May 08, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Yes, in a listen only mode, if you wish to ask a question.

Good morning, ladies and gentlemen, welcome to the BCEQ. one 2020 Results Conference Call.

I'd like to turn the meeting over to Mr. Richard Benjamin.

Please go ahead, Mr. Benjamin.

Thank you, Matthew.

Good morning, everyone, and thank you for joining our call.

With me here today are Merkel bidded, BCE.s, President and CEO, and our C. CFO per dismantling.

You can find all our Q1 disclosure documents on the Investor Relations page of the day.

We see begin, I would draw your attention to our Safe Harbor statement on slide 2, reminding you that today's slide presentation and remarks made

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