BCE(US:BCE)2025-10-14 13:32BCE 2025 Investor Day Summary Company Overview - Company: BCE Inc. (NYSE: BCE) - Event: 2025 Investor Day - Date: October 14, 2025 - Location: Toronto, Canada Key Industry Insights - Telecommunications Industry: BCE operates in the highly competitive telecommunications sector, focusing on connectivity through fiber and wireless networks. Core Strategic Priorities 1. Customer First: BCE aims to enhance customer experience, having improved from the highest share of complaints among major carriers in 2019 to the lowest today [24][60]. 2. Best Fiber and Wireless Networks: BCE emphasizes the superiority of its fiber and 5G networks, which are critical for future growth and customer satisfaction [22][39]. 3. Enterprise Solutions with AI: BCE is positioning itself as a leader in enterprise solutions powered by AI, aiming for a $1.5 billion AI-powered solutions business by 2028 [29][30]. 4. Digital Media Powerhouse: BCE's media division, Bell Media, is expected to drive consistent revenue and cash flow, targeting a 60% digital revenue mix by 2028 [30][31]. Financial Goals - Revenue Growth: BCE targets a compound annual revenue growth of 2% to 4% from 2025 to 2028 [23][33]. - Cost Savings: Aiming for an additional $750 million in savings, totaling $1.5 billion by 2028 [23][33]. - Adjusted EBITDA Growth: Expected CAGR of 2% to 3% from 2025 to 2028 [23][33]. - Free Cash Flow Growth: Projected growth of approximately 15% after lease payments [32][33]. - Dividend Payments: Anticipating approximately $5 billion in dividend payments to shareholders through a sustainable strategy [33]. Network and Technology Advancements - Fiber Network Expansion: BCE has expanded its fiber network significantly, with a goal to reach up to 8 million locations in the U.S. through strategic partnerships [26][39]. - 5G Network Coverage: BCE's 5G network now reaches 89% of Canadians, with plans for further enhancements, including space-based direct-to-cell services by 2026 [27][28]. - AI Integration: BCE is leveraging AI to improve customer service and operational efficiency, with initiatives like the AI-powered Virtual Repair tool that has eliminated over a million technical support calls [66][75]. Customer Experience Enhancements - Self-Service Initiatives: Introduction of self-install programs and a user-friendly MyBell app to streamline customer interactions [65][66]. - Churn Reduction Strategies: Targeting a 30 basis points reduction in churn by 2028 through improved customer engagement and service offerings [49][64]. - Personalized Experiences: Utilizing AI to provide tailored recommendations and support, enhancing customer satisfaction and loyalty [61][72]. Market Position and Competitive Advantage - Unique Asset Portfolio: BCE's combination of fiber, wireless, and media assets provides a competitive edge that is difficult for rivals to replicate [39][46]. - Customer Base: BCE boasts 3 million fiber Internet customers, 10.5 million wireless subscribers, and 4 million TV content subscribers, positioning it as a market leader in Canada [39]. Conclusion - BCE is strategically positioned for growth through its focus on customer experience, network superiority, and innovative solutions. The company aims to deliver sustainable financial performance while navigating the challenges of a rapidly evolving telecommunications landscape.