Accenture Earnings Call Transcripts
Fiscal Year 2026
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Q2 FY26 saw 4% local currency revenue growth, record $22.1B bookings, and 30bps margin expansion. Guidance for FY26 was raised, with 3–5% local currency revenue growth and $5B in acquisitions expected. AI and ecosystem partnerships are driving both efficiency and new growth.
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Panelists discussed the rapid evolution of AI strategy, emphasizing ROI, specialization, and the need for robust change management and governance. The conversation highlighted ongoing investment, the importance of data quality, and the shift toward specialized models and agentic workflows. Experimentation and upskilling were encouraged as key drivers for future success.
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Revenue grew 5% in local currency to $18.7B, with strong bookings and 10% adjusted EPS growth. Advanced AI bookings nearly doubled, and strategic acquisitions expanded capabilities. FY26 guidance calls for 2%-5% revenue growth and continued margin expansion.
Fiscal Year 2025
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Achieved 7% revenue growth and strong free cash flow in FY25, driven by advanced AI and ecosystem partnerships. FY26 guidance calls for 2%–5% revenue growth, margin expansion, and increased shareholder returns, with continued investment in talent and acquisitions.
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Q3 revenue grew 7% in local currency to $17.7B, exceeding guidance, with strong margin and EPS growth. Bookings reached $19.7B, GenAI demand remains robust, and a new integrated business unit was announced. FY2025 guidance was raised, with continued focus on AI, acquisitions, and shareholder returns.
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Q2 revenue grew 8.5% in local currency to $16.7B, with strong bookings and continued market share gains. FY25 guidance was raised to 5–7% revenue growth and 5–7% EPS growth, despite elevated uncertainty in federal and global markets. Large-scale transformation and GenAI demand remain robust.
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Q1 FY25 revenue grew 8% in local currency to $17.7B, exceeding guidance, with 10% EPS growth and strong bookings. FY25 revenue outlook was raised to 4%-7% growth, with continued investment in talent, acquisitions, and technology. Pricing remains competitive, and macro conditions are stable.
Fiscal Year 2024
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Bookings hit $81B with strong large-deal momentum, revenue grew 2% in local currency, and adjusted EPS rose 2%. FY 2025 guidance calls for 3%-6% revenue growth, 5%-8% EPS growth, and continued investment in GenAI and acquisitions, with at least $8.3B to be returned to shareholders.
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Q3 saw resilient performance with $16.5B in revenue, record $21.1B in bookings, and strong GenAI momentum. Managed services and acquisitions drove growth, while pricing pressure and FX headwinds persisted. FY24 guidance calls for modest revenue and EPS growth.