BCE Inc. Earnings Recaps
Q3 2025
Nov 10, 2025
BCE delivered a solid Q3 2025 performance with significant reductions in postpaid churn and robust growth in AI-powered solutions, reaffirming its strategic priorities outlined in its recently launched three-year plan.
Key takeaways
- Reported a second consecutive quarter of significant postpaid churn reduction, supported by enhanced customer service and innovative wireless plans.
- Ziply Fiber, now included in BCE's results, exceeded financial expectations, with plans to expand its fiber network in the U.S. from 1.4 million homes to approximately 3 million by 2028.
- AI-powered solutions revenue grew 34% year-over-year, highlighting the effectiveness of BCE’s strategic focus on technology and data sovereignty.
- Product intensity increased 7% year-over-year, driven by growth in content subscriptions, with a target to further boost this by 25% over the next three years.
- New partnership with AST SpaceMobile aims to enhance network connectivity across challenging geographic areas in Canada, with service launch expected in late 2026.