BCE (BCE) reported $4.59 billion in revenue for the quarter ended December 2024, representing a year-over-year decline of 3.5%. EPS of $0.56 for the same period compares to $0.56 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $4.47 billion, representing a surprise of +2.71%. The company delivered an EPS surprise of +12.00%, with the consensus EPS estimate being $0.50.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they ...

Q4 2024 Results & 2025 Financial Guidance Call Delivering on near-term operating plan with financial discipline, while taking actions to position Bell for future success (1) Adjusted EBITDA margin is defined as adjusted EBITDA divided by operating revenue. (2) Digital revenues are comprised of advertising revenue from digital platforms including web sites, mobile apps, connected TV apps and OOH digital assets/platforms, as well as advertising procured through Bell digital buying platforms and subscription r ...

BCE (BCE) came out with quarterly earnings of $0.56 per share, beating the Zacks Consensus Estimate of $0.50 per share. This compares to earnings of $0.56 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 12%. A quarter ago, it was expected that this Canada's largest telecommunications company would post earnings of $0.57 per share when it actually produced earnings of $0.55, delivering a surprise of -3.51%.Over the last four qu ...

This news release contains forward-looking statements. For a description of the related risk factors and assumptions, please see the section entitled "Caution Regarding Forward-Looking Statements" later in this news release. The information contained in this news release is unaudited. All non-revenue and revised revenue guidance targets for 2024 achieved Adjusted EBITDA1 growth of 1.5% in Q4 delivered 0.9 percentage-point increase in adjusted EBITDA margin2 to 40.6% – highest Q4 margin in more than three d ...

文章核心观点 - 华尔街预计BCE公司2024年第四季度收益同比下降，实际业绩与预期的对比或影响短期股价，投资者可关注盈利预期偏差率（Earnings ESP）和Zacks评级来判断公司盈利超预期的可能性，BCE公司此次盈利超预期可能性不大，但投资者决策还需考虑其他因素 [1][2][16] 分组1：业绩预期 - 华尔街预计BCE公司2024年第四季度收益因收入下降而同比下滑，实际业绩与预期对比或影响短期股价 [1] - 若即将发布的财报关键数据超预期，股价可能上涨；若不及预期，股价可能下跌 [2] 分组2：Zacks共识预期 - BCE公司预计在即将发布的报告中公布每股收益0.51美元，同比变化-8.9%；收入预计为44.9亿美元，较上年同期下降5.6% [3] 分组3：预期修正趋势 - 过去30天，该季度的共识每股收益预期下调1.37%至当前水平，反映分析师重新评估初始预期，但总体变化不一定反映每位分析师的预期修正方向 [4] 分组4：盈利预期偏差率（Earnings ESP） - 盈利预期偏差率（Earnings ESP）将最准确估计与Zacks共识估计进行比较，正值理论上表明实际收益可能偏离共识估计，且与Zacks评级1、2、3结合时，是盈利超预期的有力预测指标；负值不能表明盈利不及预期 [6][7][8] 分组5：BCE公司情况 - BCE公司最准确估计低于Zacks共识估计，盈利预期偏差率为-2.63%，目前Zacks评级为5，难以确定其是否会超预期 [10][11] 分组6：盈利惊喜历史 - 上一季度，BCE公司预期每股收益0.57美元，实际为0.55美元，惊喜率为-3.51%；过去四个季度，公司仅一次超预期 [12][13] 分组7：总结建议 - 盈利超预期或不及预期并非股价涨跌唯一因素，但押注预期盈利超预期的股票可增加成功几率，投资者可在季度财报发布前查看公司盈利预期偏差率和Zacks评级，并使用盈利预期偏差率筛选器选股 [14][15]

文章核心观点 - 介绍投资组合特点及对BCE Inc.判断失误情况 [1] 投资组合相关 Conservative Income Portfolio - 目标是寻找最具价值且安全边际最高的股票，还会用最优价格期权降低投资波动性 [1] Enhanced Equity Income Solutions Portfolio - 旨在降低波动性，同时实现7 - 9%的收益率 [1] Covered Calls Portfolio - 提供低波动性收益投资，注重资本保全 [1] 固定收益投资组合 - 专注于购买有高收益潜力且相对可比对象被严重低估的证券 [1] Trapping Value和Preferred Stock Trader合作投资组 - Trapping Value团队分析师有超40年经验，专注期权收益和资本保全，与Preferred Stock Trader合作运营Conservative Income Portfolio，该投资组有两个创收投资组合和一个债券阶梯 [2] 分析师持仓情况 - 分析师通过股票、期权或其他衍生品对BCE.PR.F:CA、BCE、T:CA、RCI.B:CA有实益多头头寸 [3]

MONTRÉAL, Jan. 21, 2025 /PRNewswire/ - BCE Inc. (TSX: BCE) (NYSE: BCE) today announced that 8,050 of its 8,779,487 fixed-rate Cumulative Redeemable First Preferred Shares, Series AF ("Series AF Preferred Shares") have been tendered for conversion on February 1, 2025, on a one-for-one basis, into floating-rate Cumulative Redeemable First Preferred Shares, Series AE ("Series AE Preferred Shares"). In addition, 2,479,334 of its 5,810,913 Series AE Preferred Shares have been tendered for conversion on February ...

作者背景 - 作者曾担任豪华房地产拍卖公司Concierge Auctions的项目经理 自14岁起开始研究股票投资 [2] - 作者的投资策略主要围绕购买收益型投资 并利用收益购买具有长期增长机会的低估股票 [2] - 作者专注于分析高收益ETF和增长型股票 重点关注体育、房地产和科技行业 [2] 免责声明 - 作者未持有文章中提到的任何公司的股票、期权或类似衍生品 且在72小时内无计划启动任何此类头寸 [1] - 文章仅代表作者个人观点 作者未因撰写本文获得任何补偿（除Seeking Alpha外） [1] - 作者与文章中提到的任何公司均无业务关系 [1] 平台声明 - Seeking Alpha的披露声明指出 过往表现不能保证未来结果 不提供任何投资建议 [3] - Seeking Alpha并非持牌证券交易商、经纪人或美国投资顾问或投资银行 [3] - Seeking Alpha的分析师包括专业投资者和个体投资者 他们可能未获得任何机构或监管机构的许可或认证 [3]

BCE Inc.’s (BCE) subsidiary Bell Media has partnered with Point Grey Pictures and Lionsgate Studios Corp. (LION) to develop and produce a new scripted television series. This collaboration, established through Lionsgate's first-look deal with Point Grey, marks Point Grey's first venture into creating a scripted show for the Canadian market.This announcement coincides with the upcoming March premiere of The Studio, a half-hour comedy from Point Grey and Lionsgate, on Apple TV+. Point Grey is renowned for its ...

文章核心观点 - BCE子公司Bell Media与Shopsense AI合作提供二屏购物体验，有望提升观众参与度和营收，但BCE受Bell CTS部门销售下滑影响调整营收预测，目前评级不佳，同时推荐了其他更好排名的科技股 [1][5][7] 合作情况 - Bell Media与Shopsense AI合作，将其Commerce OS集成到加拿大节目中，首次在美国以外拓展，合作在CTV的两个节目上推出 [1] - Bell Media加入Shopsense强大合作伙伴名单，旨在通过集成互动购物机会提升电视体验 [2] 技术特点 - Shopsense Lens让观众用手机拍照购物，Commerce OS还有AI策划店面、SEO工具、零售媒体广告单元和购物者智能等功能 [3] 合作目标 - 该技术为Bell Media提供与美加零售商合作机会，还计划将功能扩展到更多节目，并提供定制品牌合作机会 [4] 对Bell Media影响 - 合作在CTV两个旗舰节目推出，两节目社交媒体关注超150万，有望增加观众参与度、推动营收增长和利好BCE股价 [5] - Bell Media受益于广告和订阅收入增长，上季度运营收入同比增10%至7.82亿加元，广告增7.9%，订阅收入增13.5% [6] 对BCE影响 - BCE因Bell CTS部门销售下滑，将2024年营收预测从增长0 - 4%调整为下降约1.5%，监管、债务和价格竞争影响整体表现 [7] BCE评级与股价表现 - BCE目前Zacks排名为4（卖出），过去一年股价下跌38.9%，跑输子行业的11.5%跌幅 [8] 推荐股票 - 推荐InterDigital、Celestica和Plexus，目前Zacks排名均为1（强力买入） [9] - InterDigital是先进移动技术先驱，长期增长预期17.44% [10] - Plexus是电子合同制造服务提供商，上季度盈利惊喜20.92% [11] - Celestica提供制造技术和服务解决方案，上季度盈利惊喜10.64% [12]