BCE outlines AI strategy at conference: what it means for BCE stock

Published on 10/05/2026 at 06:56 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

BCE reported CAD 6.18 billion revenue in the second quarter, up 1.50 percent. For BCE stock this means CAD 26.3 billion market value on October 2, 2026.

BCE, CA05534B7604, Illustration mit AI erstellt.

BCE (ISIN CA05534B7604) outlined an AI strategy at the 25th Annual CIBC Eastern Institutional Investor Conference on September 24, 2026, with fiber and AI infrastructure at its center, according to Investing.com. For BCE stock, the strategy links growth projects with a strict capital-allocation target.

AI power target reaches 373 megawatts

At the September 24 conference, BCE said monetized AI power guidance had risen to 373 megawatts from 73 megawatts after the company signed a 300-megawatt Saskatchewan facility, Investing.com reported. Management also described a target of 20 percent returns on capital for new facilities and a potential CAD 2.0 billion revenue business from AI-powered solutions by 2028.

The opportunity comes with a funding constraint. BCE kept a net debt leverage target of 3.5 times for the end of 2027 and said its asset reallocation program had reached CAD 6.6 billion against a CAD 7.0 billion goal, according to the same conference report.

Second-quarter growth remains measured

BCE's second-quarter 2026 results show why execution matters. According to Yahoo Finance, consolidated revenue rose 1.50 percent to CAD 6.18 billion, adjusted EBITDA increased 1.00 percent, and free cash flow exceeded CAD 1.0 billion in the second quarter.

The operating mix was more dynamic than the group total. Bell Media revenue increased 8.90 percent, adjusted EBITDA rose 3.80 percent, and Crave subscribers grew 23.00 percent year over year to 5.1 million in the second quarter, according to Yahoo Finance. Bell Cyber and Ateko revenue also grew 29.00 percent, connecting the AI strategy to an existing enterprise-services base.

Toronto quote and market value

BCE.TO was last at CAD 28.17 on the Toronto Stock Exchange on October 2, 2026 at 4:00 p.m. ET. Market capitalization stood at CAD 26.3 billion as of October 2, 2026, giving the AI expansion a measurable scale against the company's established telecom operations.