BCE(US:BCE) Jing Ji Guan Cha Wang·2026-02-12 18:50Strategic Progress - The company management reiterated its three-year strategic plan during the Q3 2025 earnings meeting, focusing on customer service, network construction, enterprise AI solutions, and digital media [2] - The integration performance and subsequent synergies following the acquisition of Ziply Fiber are key points of market interest [2] Performance and Operations - The company's AI-driven solutions revenue recorded a 34% growth in Q3 2025, becoming a highlight of the business [3] - The adjusted EBITDA margin increased to 45.7%, with management emphasizing that operational efficiency has reached historical highs [3] Industry Policy and Environment - The Bank of Canada noted in its February 2026 meeting minutes that U.S. policies, including trade and central bank independence, have increased uncertainty, which may affect the financing environment and growth expectations for Canadian companies, including the telecom sector [4] - Investors should pay attention to macro policy changes and their impact on overall industry demand and the company's capital expenditure plans [4]