Bce Inc. · TSX:BCE
Bce — Shareholder Meeting (2018)
44 slides from Bce's shareholder meeting presentation, 2018
Slide 1: Annual General Meeting 2018
ANNUAL GENERAL MEETING 2018
Slide 2: Safe harbour notice
Safe harbour notice Certain statements made in this presentation are forward-looking statements. These statements include, without limitation, statements relating to BCE’s 2018 annualized common share dividend, our network deployment plans and related capital investments, our business outlook, objec
Slide 3: George Cope, President and Chief Executive Officer
GEORGE COPE President and Chief Executive Officer
Slide 4: Connecting Canadians to each other and the world since 1880
Connecting Canadians to each other and the world since 1880
Slide 5: Canada's largest communications company
Canada’s largest communications company Customer connections Annual revenue Enterprise value 22M+ $23B $76B 1 in 395 working Canadians at Bell
Slide 6: Bell's revenue mix today
Bell’s revenue mix today Business Home Broadband TV phone phone and Internet Wireless Media 7% 8% 37% 36% 12% % of operating revenue Our broadband strategy has transformed Bell’s revenue mix
Slide 7: Canada's most recognized brands
Canada’s most recognized brands Bell Wireless Bell Wireline Bell Media Sports Conventional Specialty Radio Out of TV and Pay TV Home
Slide 8: Bell's Strategic Imperatives
Bell’s 6 Strategic Imperatives Our goal 1 Invest in Broadband Networks & Services To be recognized 2 Leverage Wireline Momentum by customers as 3 Expand Media Leadership Canada’s leading communications 4 Accelerate Wireless company 5 Improve Customer Service 6 Achieve a Competitive Cost Structure
Slide 9: Invest in Broadband Networks & Services
1 Invest in Broadband Networks & Services
Slide 10: Bell's all-fibre network launches in Canada's biggest city
Bell’s all-fibre network launches in Canada’s biggest city
Slide 11: GTA/905 region our next major fibre project
GTA/905 region our next major fibre project All-fibre connections to 1.33 million more locations
Slide 12: Oshawa: All Fibre. All in.
All Fibre. All in. 100% pure fibre Internet is here.
Slide 13: Leverage Wireline Momentum
2 Leverage Wireline Momentum
Slide 14: Canada's largest Internet provider
Canada’s largest Internet provider Subscribers (000s) 3,846 2,347 2,054 1,743 1,667 786 Delivering the most reliable connections and superfast speeds Telus and Vidéotron as of Q4 2017.
Slide 15: Embracing the Connected Home opportunity
Embracing the Connected Home opportunity
Slide 16: Bell introduces Whole Home Wi-Fi
Bell introduces Whole Home Wi-Fi
Slide 17: Connecting Canadian business and government
Connecting Canadian business and government Industry Retail Finance Government
Slide 18: Over 150 Bell Internet of Things solutions available
Over 150 Bell Internet of Things solutions available Agriculture Smart City Manufacturing Buildings and utilities Connected vehicles Logistics
Slide 19: Canada's largest TV provider
Canada’s largest TV provider Subscribers (000s) 2,834 2,467 1,728 1,641 1,098 709 Broadband innovation is driving our TV growth Telus and Vidéotron as of Q4 2017.
Slide 20: Evolution from one to many viewing…
Evolution from one to many viewing…
Slide 21: …to one to one viewing
...to one to one viewing Bell
Slide 22: Alt TV: A new way to stream live television
Alt TV: A new way to stream live television App-based TV service requires no receiver or installation
Slide 23: Expand Media Leadership
3 + Expand Media Leadership
Slide 24: Bell Media: Canada's #1 media company
Bell Media: Canada’s #1 media company #1 national newscast The top sports channels Canada’s most-watched Canada’s network #1 channel Bell Media Digital #1 in digital media The leading radio broadcaster Toronto’s top specialty channel
Slide 25: Content partnerships drive CraveTV growth
Content partnerships drive CraveTV growth
Slide 26: Sports team ownership secures broadcast rights
Sports team ownership secures broadcast rights
Slide 27: Peak viewers on TSN and RDS
2 million peak viewers on TSN 6 million peak viewers on TSN and RDS
Slide 28: Accelerate Wireless
4 Accelerate Wireless
Slide 29: Canada's Best National Network
Canada’s Best National Network Bell LTE outperforms in speed, coverage, quality and reliability
Slide 30: Mobile data usage driving demand for greater speed
Mobile data usage driving demand for greater speed +4X4 MIMO +256 QAM technology Quad Band technology Tri Band LTE-A LTE-A 550 750 1 335 Mbps Mbps Mbps Gbps Most Canadians will have peak speeds of 750+ Mbps by YE2018
Slide 31: Industry-leading wireless postpaid adds in 2017
Industry-leading wireless postpaid adds in 2017 Subscribers (000s) MTS acquisition 417 314 731 731 379 354 Network quality and distribution leadership driving results
Slide 32: Launched Lucky Mobile to compete in low-cost market
Launched Lucky Mobile to compete in low-cost market
Slide 33: Bell wins federal wireless contract
Bell wins federal wireless contract 230,000 wireless subscribers
Slide 34: Improve Customer Service
5 Improve Customer Service
Slide 35: Improvements in business and consumer support
Improvements in business and consumer support +15% +6% 95% MyBell Mobile Self-serve Wireless churn Customer satisfaction App rating transactions improvement with technicians
Slide 36: We're #1 at making Members #1
Virgin Mobile wins Best Customer Service Award We’re #1 at making Members #1. J.D. Power’s #1 National Carrier for Customer Service in Canada
Slide 37: Achieve a Competitive Cost Structure
6 Achieve a Competitive Cost Structure
Slide 38: Leading wireline profitability among peers
Leading wireline profitability among peers Wireline adjusted EBITDA margin 2017 42% 29% 27% 21% Disciplined cost management delivers industry-leading margins
Slide 39: Delivering shareholder value
Delivering shareholder value
Slide 40: Added $41 billion of enterprise value since 2008
Added $41 billion of enterprise value since 2008 Annualized dividend per share Total 107% $3.02 Shareholder $2.76 $2.87 $2.60 Returns $2.47 $2.33 Since Dec. 31, 2008 $2.07 $2.17 $2.27 $1.97 $1.74 $1.83 247% $1.62 $1.46 $1.54 Q4 Q1 Q3 Q1 Q3 Q1 Q2 Q1 Q3 Q1 Q1 Q1 Q1 Q1 Q1 2008 2009 2009 2010 2010 2011
Slide 41: 5-year Total Shareholder Return
5-year Total Shareholder Return Dec 31, 2012 to Dec 31, 2017 81% 80% 72% 56% 54% 49% S&P/TSX 60 Index
Slide 42: Bell Let's Talk
Bell Lets Talk
Slide 43: The 4 action pillars of Bell Let's Talk
The 4 action pillars of Bell Let’s Talk ANTI-STIGMA WORKPLACE CARE & ACCESS RESEARCH
Slide 44: Today just got better
today just got better Bell