BCE posts transcript of Q2 2026 results conference call
BCE•Q2 2026 results call transcript posted
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.
