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BCE (BCE) investor relations material
BCE AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting opened with a land acknowledgment and welcome to the first hybrid AGM, allowing both in-person and online participation and voting.
Procedures for voting, motions, and Q&A were explained, with translation and accessibility options provided.
Agenda included financial statement review, director elections, auditor appointment, executive compensation, shareholder proposals, and Q&A.
Board and executive committee updates
Outgoing Chair highlighted a decade of transformation, including CEO succession and major strategic shifts.
Louis Vachon introduced as incoming Chair, emphasizing his experience and commitment to governance.
Board oversight credited for navigating industry disruption and technological advancement.
Financial performance review
2025 consolidated financial statements and auditor's report were received, with no questions raised.
CFO and Ernst & Young representatives were present to address any financial queries.
- Revenue up 4% and adjusted EBITDA up 2.9% in Q1 2026, driven by fiber and AI growth.BCE
Q1 20267 May 2026 - 2025 targets met with record margins and cash flow; 2026 aims for growth but lower adjusted EPS.BCE
Q4 202513 Apr 2026 - Registering $1.25B junior subordinated notes due 2055, fully guaranteed, for flexible capital use.BCE
Registration filing3 Apr 2026 - Announced a 300MW data center with 20% IRR, driving growth via sovereign AI and disciplined investment.BCE
11th Annual Desjardins Conference 202617 Mar 2026 - Fully contracted 300 MW AI data center to drive growth, high margins, and $12B economic impact.BCE
Status update16 Mar 2026 - Disciplined execution on fiber, AI, and digital media drives growth amid evolving markets.BCE
Morgan Stanley Technology, Media & Telecom Conference 20263 Mar 2026 - Federal contract, fiber expansion, and AI drive growth; ARPU rebound expected in 2027.BCE
29th Annual Scotiabank TMT Conference3 Mar 2026 - Balanced capital allocation, fiber growth, and AI-driven efficiency remain top priorities.BCE
Barclays Communications and Content Symposium 202624 Feb 2026 - EBITDA, margin, and earnings rose, digital growth was strong, and 2024 guidance was reaffirmed.BCE
Q2 20242 Feb 2026
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