Earnings summaries and quarterly performance for Accenture.
Research analysts who have asked questions during Accenture earnings calls.
Bryan Bergin
TD Cowen
10 questions for ACN
James Faucette
Morgan Stanley
10 questions for ACN
Tien-tsin Huang
JPMorgan Chase & Co.
10 questions for ACN
Darrin Peller
Wolfe Research, LLC
9 questions for ACN
David Koning
Robert W. Baird & Co.
7 questions for ACN
Jason Kupferberg
Bank of America
7 questions for ACN
Bryan Keane
Deutsche Bank
5 questions for ACN
Jim Schneider
Goldman Sachs
5 questions for ACN
Jamie Friedman
Susquehanna International Group
3 questions for ACN
Keith Bachman
BMO Capital Markets
3 questions for ACN
Dave Koning
Baird
2 questions for ACN
James Schneider
Goldman Sachs
2 questions for ACN
Kevin McVeigh
Credit Suisse Group AG
2 questions for ACN
Ramsey El-Assal
Barclays
2 questions for ACN
Dan Dolev
Mizuho Financial Group
1 question for ACN
Jonathan Lee
Arias Resource Capital
1 question for ACN
Recent press releases and 8-K filings for ACN.
- At its 2026 annual general meeting, Accenture plc shareholders approved the amendment and restatement of the Amended and Restated Accenture plc 2010 Share Incentive Plan.
- The plan amendment authorizes an additional 7 million Class A ordinary shares for issuance and extends the plan term through December 12, 2035.
- The proposal passed with 96.27% support, receiving 440,871,284 votes for, 17,068,980 against, and 1,404,078 abstentions.
- The full text of the amended plan is filed as Exhibit 10.1 to the Form 8-K.
- Market forecast: Expected to grow from US$ 602.15 billion in 2025 to US$ 1.09 trillion by 2033, representing a CAGR of 7.72%.
- Key growth drivers: Rapid digital transformation across industries, expanding cloud and hybrid infrastructure adoption, and stronger emphasis on cybersecurity and data protection.
- Primary challenges: Shortage of skilled IT professionals in emerging technologies and high implementation costs with integration complexities of legacy systems.
- Comprehensive segmentation: Covers service types (professional and managed), enterprise sizes (SMEs and large enterprises), end-user verticals (e.g., BFSI, healthcare, retail), and detailed U.S. and Canadian regional breakdowns.
- Sovereign AI has engaged Accenture and Palantir to develop and scale new sovereign-grade AI data centers across EMEA, with plans to extend into APAC, powered by Dell AI Factory and NVIDIA technologies.
- The collaboration aims to deliver resilient, secure AI infrastructure for commercial and government sectors, addressing growing demands for industrial AI and national security.
- According to Accenture research, 60% of European organizations plan to increase investments in sovereign AI technology over the next two years, underscoring market opportunity.
- Accenture will lead digital transformation and large-scale delivery, while Palantir’s Chain Reaction software will orchestrate the buildout from power generation to compute deployment.
- ACCELQ's autonomous test automation platform was named a Leader and the only vendor honored as Customer’s Favorite in the Forrester Wave™: Self-Service Test Automation Platforms, Q4 2025 report for the third consecutive year.
- Achieved highest scores in functionality and forward-looking roadmap, driven by its generative AI–powered, model-based test generation capabilities.
- Awarded the 2025 AI Breakthrough Award for Best AI Testing Solution of the Year, underscoring its AI-centric automation strengths.
- Demonstrated broad enterprise traction with adoption by Fortune 500 companies and expanded strategic partnerships across Europe, the Middle East, and Asia.
- Accenture (NYSE: ACN) has agreed to acquire Faculty, a UK-based AI-native services and products firm, to enhance its AI strategy, safety and decision intelligence capabilities.
- Upon closing, Faculty’s team of 400+ AI professionals will integrate into Accenture, and Faculty CEO Marc Warner will become Accenture’s Chief Technology Officer and join its Global Management Committee.
- Faculty’s Frontier™ decision intelligence product will join Accenture’s suite of AI solutions; Accenture and Faculty have been collaborating since December 2023, including deployments with clients like Novartis.
- The acquisition remains subject to customary closing conditions, including regulatory approval, and terms have not been disclosed.
- Accenture will acquire UK AI firm Faculty, adding 400 AI-native professionals and integrating the Faculty Frontier decision intelligence platform into its global offerings.
- Faculty Frontier is already deployed with clients such as Novartis to enhance clinical trial planning in regulated life-sciences workflows.
- Accenture reported a $9.6 billion cash balance as of November 30, 2025, underscoring its capacity to finance strategic deals.
- Faculty CEO Marc Warner will become Accenture’s Chief Technology Officer and join its Global Management Committee.
- Accenture will acquire Cabel Industry, an Italian core banking and IT managed services provider for mid-size banks, to bolster its Financial Advanced Solutions & Technology (AFAST) unit in Italy; terms undisclosed.
- The deal adds roughly 200 Cabel Industry professionals and enhances Accenture’s core banking, credit management and managed-services offerings for mid-market banks.
- Accenture plans to integrate Cabel’s platform with AFAST to create synergies that accelerate delivery of flexible, industrialized solutions and support clients’ IT reinvention.
- This acquisition is part of Accenture’s broader strategic expansion in Italy; the company’s market capitalization is ~$166.61 billion and its stock is down ~21.42% YTD, reflecting solid financial health with moderate debt.
- Accenture has agreed to acquire Italian core banking and IT managed services provider Cabel Industry from the Fibonacci Group, aiming to bolster its Financial Advanced Solutions & Technology (AFAST) capabilities in Italy.
- Cabel Industry brings approximately 200 professionals and specialized platforms in core banking and credit management.
- The deal is expected to strengthen Accenture’s managed services portfolio for banking and insurance clients, accelerating technology adoption among mid-market institutions.
- Terms were not disclosed and the transaction remains subject to customary closing conditions.
- Accenture delivered $18.7 billion in revenues (+5% Lcy) and $20.9 billion in new bookings (+10% Lcy; book-to-bill 1.1).
- Adjusted operating margin expanded 30 bps to 17.0%, adjusted EPS was $3.94 (+10%), free cash flow reached $1.5 billion, and $3.3 billion was returned to shareholders.
- Advanced AI bookings nearly doubled to $2.2 billion this quarter with associated revenue of $1.1 billion, and cumulative advanced AI bookings and revenue now total $11.5 billion and $4.8 billion, respectively.
- For Q2 FY2026, management expects $17.35–18.0 billion in revenues (+1–5% Lcy) and full-year FY2026 revenue growth of 2–5% Lcy with adjusted EPS of $13.52–13.90.
- Q1 financial highlights: $18.7 B revenue (+5% LC), $20.9 B bookings (+10% LC), adjusted EPS $3.94 (+10% YoY), adjusted operating margin 17% (+30 bps), and free cash flow $1.5 B.
- Returned $3.3 B to shareholders via $2.3 B of share repurchases (9.5 M shares) and $1 B in dividends; declared quarterly dividend of $1.63/share (+10% YoY).
- Advanced AI momentum: Q1 bookings of $2.2 B and revenue of $1.1 B; cumulatively delivered $11.5 B in advanced AI bookings and $4.8 B in revenue to date; this is the last quarter disclosing these metrics.
- Strategic acquisitions: invested $374 M in six deals, including a 65% majority stake in DLB Associates to expand AI data center engineering capabilities.
- FY26 outlook: Q2 revenue guidance of $17.35–$18 B (1–5% LC growth) and full-year revenue growth of 2–5% LC; adjusted operating margin of 15.7–15.9% and EPS of $13.52–$13.90.
Quarterly earnings call transcripts for Accenture.
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