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    Patrick Ho • Morgan Stanley

    Patrick Ho's questions to BCE Inc (BCE) leadership

    Patrick Ho's questions to BCE Inc (BCE) leadership • Q1 2025

    Question

    Patrick Ho of Morgan Stanley asked about the potential impact of the new government on regulations like wholesale access and immigration, and requested details on the sources of the upsized $1.5 billion cost savings target.

    Answer

    CEO Mirko Bibic stated BCE looks forward to a constructive dialogue with the government, highlighting the need for an investment-friendly framework regarding fiber resale. He detailed that the additional cost savings will come from initiatives like automation, AI, modernizing billing systems, self-serve tools, and leveraging their new tech solutions provider, Ateko.

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    Patrick Ho's questions to BCE Inc (BCE) leadership • Q4 2024

    Question

    Patrick Ho asked for the specific triggers or timing for discontinuing the discounted DRIP program. He also inquired about the extent to which BCE's wireless back book has been repriced to reflect the current highly competitive pricing environment.

    Answer

    Curtis Millen, CFO, explained that while the DRIP is not a long-term measure, there is no specific turn-off date; its discontinuation will be accelerated by balance sheet strengthening actions like asset sales. Mirko Bibic, President and CEO, addressed the back book question by stating that the key priority is reducing churn and retaining existing customers.

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