-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：BCE公布2026年第一季度营收增长4.0%至61.68亿美元，主要得益于对Ziply Fiber的收购，尽管股息大幅下调56.1%至每股0.4375美元。调整后每股收益为0.63美元，高于市场普遍预期的0.58美元，但同比下降8.7%。调整后EBITDA增长2.9%至26.31亿美元，利润率下降40个基点至42.7%。Ziply的收购贡献了2.34亿美元的营收和1.02亿美元的EBITDA，展现了其在拓展BCE增长机遇方面的战略价值。管理层计划到2028年实现15亿美元的成本节约，并强调在加拿大和美国业务之间灵活重新分配资本。无线业务的竞争地位有所提升，2025年第一季度后付费用户净增16,947户，而同期净流失9,598户；宽带业务表现尤为强劲，高速互联网用户净增17,782户，而上年同期仅为3,744户。我们将在即将召开的电话会议上关注成本转型进展、监管变化以及数字媒体举措等方面的最新信息。
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