NYSE$BCE

BCE Inc · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

BCE Q4 2024: C$6.42B revenue, C$0.51 EPS as net earnings jump 16.1%

BCE Inc. reported Q4 and full year 2024 results on February 6, 2025. Q4 operating revenues were C$6,422 million, down 0.8% from Q4 2023, reflecting lower Bell CTS service revenue partly offset by Bell Media growth. Net earnings rose 16.1% to C$505 million, or C$0.51 per common share, benefiting from lower impairment charges and mark-to-market FX gains. Adjusted net earnings increased 4.1% to C$719 million with adjusted EPS of C$0.79. Q4 adjusted EBITDA margin reached 40.6%, up 90 basis points. Full year operating revenue declined 1.1% to C$24,409 million. Management provided 2025 targets with revenue ranging from -3% to +1% and adjusted EPS expected to decline 8–13%.

  • Q4 operating revenue of C$6,422M down 0.8% YoY
  • Net earnings up 16.1% to C$505M; EPS C$0.51 vs C$0.42 prior year
  • Adjusted EPS of C$0.79 up 3.9%; adjusted EBITDA margin 40.6%
  • Full year revenue C$24,409M declined 1.1%
  • 2025 outlook: revenue -3% to +1%; adjusted EPS down 8–13%

Headline financials

Total Revenue

C$6.42B

No prior period
EPS (adj)

C$0.79

No prior period
Q4 adjusted EBITDA margin

40.6%

No prior period
Q4 service revenue

C$5.29B

No prior period
Net Income

C$505M

No prior period

Revenue & EPS history

BCE · Revenue · Quarterly

C$6.42B

Q4 2024
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Revenue by segment

BCE · C$6.26B total across 2 segments · Q1 2026

  • Bell Communication and Technology Services
    C$5.49B
  • Bell Media
    C$778M

Forward guidance

2025 revenue growth expected between -3% and +1%; adjusted EPS to decline 8–13%.

Tailwinds

  • Highest annual adjusted EBITDA margin in 30+ years at 43.4%

Headwinds

  • Bell CTS service revenue still declining
  • CapEx intensity targeted down to ~14%

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+0.1%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+1.3%

Avg return

30 days after

47%

20 / 43 earnings

Positive

+5.3%

Q3 2023

Best reaction

-5.5%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.3%+1.0%+0.7%
Q1 2025+4.6%+3.4%+2.5%
Q4 2024-5.5%-8.1%-0.4%
Q3 2024-1.3%-3.7%-6.8%
Q3 2023+5.3%+2.9%+6.5%
Q2 2023-0.1%-0.7%-1.5%
Q1 2023+0.3%-0.2%-4.7%
Q4 2022-3.2%-4.1%-6.5%
Q3 2022+1.8%+1.6%+5.0%
Q2 2022-0.6%+0.2%-2.4%
Q1 2022-1.1%-2.8%-0.1%
Q4 2021+0.9%-0.6%+6.0%
Q3 2021-1.5%-0.5%-0.6%
Q2 2021+2.1%+2.0%+5.6%
Q1 2021+0.8%+1.6%+6.1%
Q4 2020+1.3%+1.7%+4.9%
Q3 2020-1.7%+3.6%+8.6%
Q2 2020-0.2%+1.1%+0.6%
Q1 2020+1.5%-0.8%+10.3%
Q4 2019+1.9%+1.9%-1.8%
Q3 2019-0.3%-0.1%+0.8%
Q2 2019+2.3%+1.5%+4.9%
Q1 2019-0.5%-0.7%+0.9%
Q4 2018-0.7%-0.7%+1.5%
Q3 2018+3.9%+3.8%+10.3%
Q2 2018-1.8%-3.7%-4.0%
Q1 2018-1.0%-1.4%-0.5%
Q4 2017-1.4%-1.2%-1.3%
Q3 2017+2.6%+3.2%+4.6%
Q2 2017-1.1%-0.8%+1.1%
Q1 2017+0.3%-1.2%-0.7%
Q4 2016-1.5%-2.0%-3.1%
Q3 2016-1.2%+0.1%-3.4%
Q2 2016+0.9%+1.8%+0.7%
Q1 2016+1.7%
Q4 2015+1.6%
Q3 2015-0.1%
Q2 2015+0.4%
Q1 2015-1.6%
Q4 2014-3.2%
Q4 2010-0.6%
Q3 2010+1.2%
Q2 2010-0.5%

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