BCE presented its strategy at the 25th Annual CIBC Eastern Institutional Investor Conference on September 24, 2026, outlining a net‑debt leverage target of 3.5 times by the close of 2027. It also set a goal for AI‑powered solutions to deliver up to CAD 2 billion in revenue by 2028 and projected media segment growth of 2% to 4% with adjusted EBITDA rising 1% to 3% in the same year.
The company’s stock closed at CAD 30.53 on September 23, down 0.04 or 0.13%, trading near its 52‑week low—just 4% above that level and down 14% over the prior six months. BCE reported a dividend yield of 5.82% and a debt‑to‑equity ratio of 2.02.
On the AI front, BCE increased its monetized power guidance for the AI fabric business from 73 megawatts to 373 megawatts after signing a 300‑megawatt facility in Saskatchewan, with line‑of‑sight to an additional 500 megawatts. The target return on capital for new AI facilities is set at 20%. In its fiber rollout, BCE expects net additions of 45,000 to 50,000 lines where fiber is available, with a 40% wireless attachment rate on new fiber sales. Bell Cyber and Ateko services grew 29% in Q2, while Crave added 23% more subscribers in the quarter, pushing total Crave subscribers past five million. An asset reallocation program worth CAD 6.6 billion of a CAD 7 billion target is nearly complete.
Additional metrics showed Ziply permits up four times year‑over‑year and fiber penetration rising from 0% to above 30% within a couple of years. A BCE executive noted that churn is a lagging indicator and emphasized the focus on customer experience and meeting users where they want to be.
