-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：BCE公佈2026年第一季營收成長4.0%至61.68億美元，主要得益於對Ziply Fiber的收購，儘管股息下調56.1%至每股0.4375美元。調整後每股盈餘為0.63美元，高於市場普遍預期的0.58美元，但年減8.7%。調整後EBITDA成長2.9%至26.31億美元，但利潤率下降40個基點至42.7%。 Ziply的收購貢獻了2.34億美元的營收和1.02億美元的EBITDA，展現了其對BCE成長機會的戰略價值。管理層計劃在2028年實現15億美元的成本節約，並可在加拿大和美國業務之間靈活重新分配資本。無線業務的競爭地位有所提升，2025年第一季後付費用戶淨增加16,947戶，去年同期淨減9,598戶；寬頻業務表現強勁，高速網路用戶淨增加17,782戶，高於去年同期的3,744戶。我們將在電話會議上關注成本轉型、影響光纖轉售規定的監管變化以及數位媒體成長等方面的最新進展。
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