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    Matthew Griffiths • Bank of America

    Matthew Griffiths's questions to BCE Inc (BCE) leadership

    Matthew Griffiths's questions to BCE Inc (BCE) leadership • Q2 2025

    Question

    Matthew Griffiths from Bank of America inquired if the updated free cash flow guidance factors in the bonus depreciation extension and if the U.S. JV structure would benefit from it. He also asked for expectations about the upcoming October 14 Investor Day.

    Answer

    EVP & CFO Curtis Millen clarified that the 2025 guidance does not include a bonus depreciation impact, as the benefit is realized over time, but confirmed the JV is expected to benefit from the rules. President & CEO Mirko Bibic stated the Investor Day will focus on the company's four strategic growth pillars and its business transformation program.

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    Matthew Griffiths's questions to BCE Inc (BCE) leadership • Q2 2025

    Question

    Matthew Griffiths asked if the updated free cash flow guidance factors in the bonus depreciation extension and if the U.S. JV structure would benefit from it. He also inquired about what to expect from the upcoming October 14 Investor Day.

    Answer

    EVP & CFO Curtis Millen confirmed the U.S. operations are expected to benefit from bonus depreciation over time, but there is no impact reflected in the 2025 guidance. President & CEO Mirko Bibic stated the Investor Day will focus on the company's four strategic growth pillars and its business transformation program.

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    Matthew Griffiths's questions to BCE Inc (BCE) leadership • Q1 2025

    Question

    Matthew Griffiths of Bank of America asked about the construction timeline for the 6 million homes in the PSP partnership, the nature of PSP's $1.5 billion contribution, and the year-over-year comparison for Bell brand net adds.

    Answer

    CEO Mirko Bibic explained that the fiber build-out is a long-term project and PSP's financial contributions will be made over time as construction progresses. He also stated that the 25,000 net adds on the main Bell brand were down 9,000 compared to the prior year.

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