Bell’s CEO Mirko Bibic mentioned in a convention name with buyers that the corporate’s AI-powered enterprise options companies are collectively rising roughly 60% year-over-year
In sum – what to know:
AI enterprise income – Bell’s three AI-powered enterprise items are rising about 60% year-over-year, with general AI options income up 31% in This autumn.
Fiber growth in US – The corporate goals for about three million U.S. fiber passings by 2028 by means of its Ziply Fiber subsidiary.
Modest 2026 outlook – Bell expects income development of 1–5% and EBITDA development of 0–4% because it focuses on fiber, wi-fi, AI options, and digital media.
Bell Canada Enterprises (BCE) is seeing fast development in its AI-related enterprise companies, even because it continues to emphasise fiber and wi-fi as core pillars of its long-term technique.
CEO Mirko Bibic mentioned in a convention name with buyers that the corporate’s AI-powered enterprise options companies are “collectively rising roughly 60% year-over-year to round CAD700 million ($512 million).”
“The thtee AI-powered options companies we launched in 2025, Ateko, Bell Cyber and Bell AI Material, had been key contributors. Every of those is scaling as deliberate, and every helps our purpose of reaching CAD1.5 billion in AI-powered options income by 2028. Importantly, this represents largely internet new income and EBITDA for Bell, which enhances quite than replaces our core connectivity and communication providers,” the chief mentioned.
“We proceed to strengthen these platforms, together with Ateko’s current acquisition of SDK Tek Providers, which passed off in December of 2025. SDK Tek provides deep knowledge engineering and analytics experience, serving to enterprises and governments arrange and use their knowledge successfully, and that’s essential to deploy AI at scale. The acquisition improves our full stack AI resolution set,” Bibic added.
In the meantime, CFO Curtis Millen added that AI-powered options income elevated 31% throughout final quarter of the yr, reflecting rising demand for superior enterprise connectivity and digital providers.
Bibic mentioned 2025 was a “pivotal yr” for the corporate, throughout which it strengthened the stability sheet, sharpened capital allocation self-discipline, and clarified its long-term technique. That technique facilities on 4 development engines: fiber, wi-fi, AI-powered enterprise options and digital media, he mentioned.
Fiber stays a key precedence, significantly in america by means of the corporate’s Ziply Fiber subsidiary. Bibic mentioned the enterprise is concentrating on roughly three million fiber passings within the U.S. by 2028, increasing its footprint in higher-growth markets. The corporate reported robust income and EBITDA efficiency from its U.S. fiber section.
“Fiber continued to be a key development driver final yr with roughly 200,000 internet new subscriber additions, together with our U.S. operations. This contributed to Web income development of 8%. The place we now have fiber, we proceed to win by means of superior community efficiency, increased buyer satisfaction and stronger multiproduct penetration,” Bibic mentioned.
Bibic additionally famous that the corporate’s focus going ahead will stay on executing in opposition to its 4 development engines whereas sustaining capital self-discipline and strengthening monetary efficiency.
