Bell CEO Mirko Bibic said on a conference call with investors that the company’s AI-powered enterprise solutions business is growing by about 60% year-over-year in total.
In summary, here’s what you need to know:
AI company revenue – Bell’s three AI-powered enterprise divisions grew approximately 60% year-over-year, with overall AI solutions revenue increasing 31% in the fourth quarter.
Fiber expansion in the US – The company, through its subsidiary Ziply Fiber, aims to run approximately 3 million fibers in the U.S. by 2028.
Outlook for 2026 is moderate – Bell expects revenue growth of 1% to 5% and EBITDA growth of 0% to 4% as it focuses on fiber, wireless, AI solutions, and digital media.
Bell Canada Enterprises (BCE) is experiencing rapid growth in its AI-related enterprise business while continuing to focus on fiber and wireless as core to its long-term strategy.
CEO Mirko Bibic said on a conference call with investors that the company’s AI-powered enterprise solutions business “has grown by approximately 60% year over year, reaching approximately C$700 million ($512 million).”
“Ateko, Bell Cyber, and Bell AI, an AI-based solutions business that we launched in 2025, Fabric’s three companies were key contributors, each of which is expanding as planned and supporting our goal of reaching C$1.5 billion in AI-enabled solutions revenue by 2028. Importantly, this primarily represents Bell’s net new revenue and EBITDA and will complement, rather than replace, our core connectivity and communications services,” the executive said.
“We continue to strengthen these platforms, including Ateko’s recent acquisition of SDK Tek Services in December 2025. SDK Tek adds deep expertise in data engineering and analytics, helping businesses and governments organize and effectively utilize data, which is essential for deploying AI at scale. This acquisition strengthens our full-stack AI solution set,” Bibic added.
Meanwhile, CFO Curtis Millen added that AI-powered solutions revenue increased 31% in the final quarter of the year, reflecting growing demand for advanced enterprise connectivity and digital services.
Bibic said 2025 was a “pivotal year” for the company, during which it strengthened its balance sheet, honed its capital allocation discipline and defined its long-term strategy. The strategy focuses on four growth engines: fiber, wireless, AI-powered enterprise solutions and digital media, he said.
Fiber continues to be a key priority, particularly in the United States, through the company’s subsidiary Ziply Fiber. Bibic said the company is targeting approximately 3 million fiber runs in the U.S. by 2028 and will expand its footprint in high-growth markets. The company reported strong revenue and EBITDA performance from its U.S. fiber optic division.
“Fiber continued to be a key growth driver last year, with approximately 200,000 net new subscribers, including in our U.S. operations, which contributed to 8% growth in Internet revenue. Where fiber is present, we continue to win with superior network performance, improved customer satisfaction, and increased product penetration,” Bibic said.
Bibic also said the company’s future focus remains on executing on its four growth engines while maintaining capital discipline and strengthening financial performance.
