BCE Inc. (NYSE:BCE) Q3 2022 Results Conference Call November 3, 2022 8:00 AM ET Company Participants Thane Fotopoulos - VP, IR Mirko Bibic - President, CEO Glen LeBlanc - CFO Conference Call Participants Maher Yaghi - Scotiabank Vince Valentini - TD Securities Stephanie Price - CIBC Jerome Dubreuil - Desjardins Drew McReynolds - RBC Batya Levi - UBS Diego Barajas - Morgan Stanley Aravinda Galappatthige - Canaccord Genuity Matthew Griffiths - Bank of America Operator Good morning, ladies and gentlemen. Welco ...

BCE Inc. (NYSE:BCE) Q2 2022 Earnings Conference Call August 4, 2022 8:00 AM ET Company Participants Thane Fotopoulos - Vice President of Investor Relations Mirko Bibic - President & Chief Executive Officer Glen LeBlanc - Chief Financial Officer Conference Call Participants Maher Yaghi - Scotiabank Drew McReynolds - RBC Capital Markets Vince Valentini - TD Securities Stephanie Price - CIBC David Joyce - Barclays Jerome Dubreuil - Desjardins Bank Batya Levi - UBS Operator Good morning ladies and gentlemen. An ...

BCE Inc. (NYSE:BCE) Q1 2022 Earnings Conference Call May 5, 2022 8:00 AM ET Company Participants Thane Fotopoulos - Vice President of Investor Relations Mirko Bibic - President & Chief Executive Officer Glen LeBlanc - Chief Financial Officer Conference Call Participants Drew McReynolds - RBC Capital Markets Stephanie Price - CIBC Vince Valentini - TD Securities Jerome Dubreuil - Desjardins David Joyce - Barclays Simon Flannery - Morgan Stanley Sebastiano Petti - JPMorgan David McFadgen - Cormark Securities ...

BCE Inc. (NYSE:BCE) Q4 2021 Earnings Conference Call February 3, 2022 8:00 AM ET Company Participants Richard Bengian - Investor Relations Mirko Bibic - President & Chief Executive Officer Glen LeBlanc - Chief Financial Officer Conference Call Participants Jeff Fan - Scotiabank Drew McReynolds - RBC Capital Markets Aravinda Galappatthige - Canaccord Genuity Vince Valentini - TD Securities Simon Flannery - Morgan Stanley Operator Good morning ladies and gentlemen. Welcome to the Q4 2021 Results and 2022 Fin ...

Start Time: 08:00 January 1, 0000 8:53 AM ET BCE Inc. (NYSE:BCE) Q3 2021 Earnings Conference Call November 04, 2021, 08:00 AM ET Company Participants Mirko Bibic - President and CEO Glen LeBlanc - CFO Thane Fotopoulos - VP of IR Conference Call Participants Jeff Fan - Scotiabank Vince Valentini - TD Securities Jérôme Dubreuil - Desjardins Bank Simon Flannery - Morgan Stanley Tim Casey - BMO Capital Markets Drew McReynolds - RBC Capital Markets Aravinda Galappatthige - Canaccord Genuity Sebastiano Petti - JP ...

BCE Inc. (NYSE:BCE) Q2 2021 Earnings Conference Call August 5, 2021 8:00 AM ET Company Participants Thane Fotopoulos - Vice President of Investors Relations Mirko Bibic - President and Chief Executive Officer Glen LeBlanc - Chief Financial Officer Conference Call Participants Vince Valentini - TD Securities Aravinda Galappatthige - Canaccord Genuity Jeff Fan - Scotiabank Drew McReynolds - RBC Simon Flannery - Morgan Stanley Satya Satapathy - JP Morgan David Barden - Bank of America Merrill Lynch Operator Go ...

Financial Data and Key Metrics Changes - BCE achieved consolidated revenue growth of 1.2% year-over-year and a 0.5% increase in adjusted EBITDA, marking the first growth since Q4 2019 despite ongoing COVID impacts [24][6] - Free cash flow increased by 54% year-over-year to $940 million, attributed to favorable changes in working capital and timing of tax payments [30][24] - Net earnings decreased by 6.3% due to severance costs and higher depreciation expenses [24] Business Line Data and Key Metrics Changes - Wireless revenue increased by 3.2%, driven by a 20% rise in product revenues from premium smartphone sales [25] - Wireline revenue grew by 1.5%, with residential internet revenue up 12% year-over-year [27] - Bell Media saw a 5.2% decline in total revenue, although TV advertising revenue increased by 3.5% [29] Market Data and Key Metrics Changes - BCE added 108,468 net subscribers across mobile, retail internet, and IPTV, a 51% increase year-over-year [7] - The company reported strong growth in digital sales, which were up more than 200% compared to the previous year [10] - Bell's fibre to the home internet subscribers reached 1.7 million, up 17% year-over-year [58] Company Strategy and Development Direction - BCE is focused on expanding its broadband network, with over $1 billion in capital expenditures in Q1 2021 [7] - The company aims to enhance its 5G network, targeting over 50% population coverage by year-end [9] - BCE is committed to environmental, social, and governance (ESG) initiatives, including achieving carbon-neutral operations by 2025 [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate the ongoing pandemic and achieve sequential improvement in operations [33][40] - The company reaffirmed its guidance targets for 2021, indicating a positive outlook for the remainder of the year [33] - Management highlighted the importance of digital transformation and the potential for increased revenue from digital advertising [39] Other Important Information - BCE's pension plans are now fully funded, with potential for contribution holidays in the next 12 to 24 months, which could significantly enhance free cash flow [32][78] - The company is actively pursuing opportunities to enhance shareholder value and remains open to strategic transactions [39] Q&A Session Summary Question: Insights on Rogers and Shaw transaction - Management stated they are well-positioned with their current asset mix and will continue to explore opportunities that benefit shareholders [39] Question: Q1 revenue and EBITDA performance - Management expressed satisfaction with the growth in both revenue and EBITDA, indicating it was ahead of expectations [40] Question: Confirmation of internet growth - Management confirmed that the 12% internet revenue growth is entirely from service revenue, with no product revenue included [42] Question: Digital transformation at Bell Media - Management highlighted the pivot towards a digital-first approach, focusing on enhancing digital ad inventory and providing a seamless experience for advertisers [48] Question: Trends in wireless service revenue - Management noted that service revenue growth will be driven by both subscriber growth and ARPU growth, with a focus on profitable smartphone loading [51] Question: Pension plan funding and potential impact on cash flow - Management indicated that while contribution holidays are not expected in 2021, they are anticipated in the next 12 to 24 months, which could free up significant cash flow [78]