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FINWIRES

研究快訊:BCE發布的AI賦能企業報告結果超乎預期

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-- 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,儘管股息大幅下調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,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,展現了其在拓展BCE成長機會方面的戰略價值。管理層計劃在2028年實現15億美元的成本節約,並強調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,而同期淨流失9,598戶;寬頻業務表現尤為強勁,高速網路用戶淨增17,782戶,而上年同期僅為3,744戶。我們將在即將召開的電話會議上關注成本轉型進展、監管變化以及數位媒體舉措等方面的最新資訊。

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