BCE Q2 2026 results: AI and Ziply lift growth as 2026 guidance remains
Aug 6, 2026, 6:34 AM EDT1 sourcesAI-analyzed
Why it may matterVerify against the original reporting
solid Q2 beat on adjusted EBITDA and revenue, meaningful operational improvements in Bell CTS U.S. (Ziply) and AI-related solutions, plus reaffirmed 2026 guidance. Investors tend to reward scale-in AI/data-center investments when near-term EBITDA margins hold (43.8%), and the postpaid churn improvement supports revenue durability. However, higher capex (Saskatchewan AI data centre) could pressure near-term free cash flow, limiting upside unless the growth mix accelerates.
AI summary
What happened, with direct paths to the underlying reporting
BCE reported Q2 2026 revenue of $6,176M, up 1.5%, with adjusted EBITDA of $2,702M and an 43.8% margin. Net earnings were $629M, while adjusted EPS rose 3.2% to $0.65; operating cash flow grew 11% to $2,162M. Ziply Fiber and Bell AI Fabric support growth, Crave subscribers hit 5.07M, and World Cup-related Bell Media strength underpins the outlook.
Q2 2026 revenue up 1.5% to $6,176M; service revenue +4.3%.
Ziply Fiber contribution drives Bell CTS U.S. and capex up 41.5% YoY.
Crave subs 5.07M; postpaid churn 1.02%; FIFA World Cup 2026 boosts Bell Media.
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