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BCE

BCE
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BCE posts transcript of Q2 2026 results conference call

PUBT
Aug 25, 2026 at 02:59 PM
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BCE Inc. released the transcript for its Q2 2026 earnings call. Management reaffirmed full-year guidance, projecting 1.5% revenue growth, 1% adjusted EBITDA growth, $0.65 adjusted EPS, and over $1 billion in free cash flow. Regarding Bell AI Fabric, the Saskatchewan build timeline remains unchanged, with most of the $1.3 billion 2026 capital expenditure expected in H2. Contracted capacity stands at 335 megawatts, targeting a full revenue run rate from four halls by end-2027 and visibility toward 800 megawatts. Additionally, Ziply Fiber's build is ramping up in H2, with permit submissions increasing significantly.

  • BCE published a transcript of its Q2 2026 results call attended by CEO Mirko Bibic, CFO Curtis Millen, IR head Kris Somers. * Management reconfirmed 2026 guidance, citing 1.5% revenue growth, 1% adjusted EBITDA growth, adjusted EPS of $0.65, free cash flow above $1 billion. * Bell AI Fabric: Saskatchewan build timeline unchanged; most of the expected $1.3 billion 2026 CapEx to fall in H2; about $100 million tenant prepayment received. * AI Fabric contracted capacity at about 335 megawatts; full revenue run rate from four Saskatchewan halls targeted by end-2027; line of sight to 800 megawatts. * Ziply Fiber build ramp expected in H2; permit submissions rose more than fourfold April–June; contractor capacity and fibre supply secured; 3 million U.S. fibre passings targeted by 2028. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. BCE Inc. published the original content used to generate this news brief on August 25, 2026, and is solely responsible for the information contained therein. © Copyright 2026 - Public Technologies (PUBT) Original Document: here

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