What is Accenture's latest dividend and current dividend yield?

What factors drove the changes in Accenture's revenue and profit?

What were the key takeaways from Accenture's earnings call?

What is Accenture's gross profit margin?

What is the market's earnings forecast for Accenture next quarter?

What is the revenue and EPS growth rate for Accenture year over year?

Did Accenture beat or miss consensus estimates last quarter?

What guidance did Accenture's management provide for the next earnings period?

- **Record Growth**: FY25 revenue up 7% to $69.7B, bookings $80.6B, with AI revenue tripling to $2.7B.
- **AI Leadership**: 77,000 AI professionals, 6,000 advanced AI projects, and 550,000+ employees trained in GenAI fundamentals.
- **Profitability**: FY25 free cash flow $10.9B (+26%), returning $8.3B to shareholders. FY26 EPS guidance $13.52-$13.90 (+5-8%).
- **Strategic Moves**: $3B AI investment, 305 Diamond clients, and 129 quarterly $100M+ bookings.

**【CEO Summary Section】**
- **FY25 Financial Highlights**: Revenue grew 7% in local currency to $69.7 billion, with $80.6 billion in bookings and 129 quarterly client bookings over $100 million. Advanced AI revenue tripled to $2.7 billion, and bookings nearly doubled to $5.9 billion.
- **AI Investment and Strategy**: $3 billion multiyear AI investment since FY23, with 77,000 AI professionals and 6,000 advanced AI projects in FY25. AI is embedded into core platforms like GenWizard, driving enterprise-wide transformations (e.g., Bank of England's $110T transaction system modernization).
- **Market Position**: 5x+ market share growth vs. peers, 60% revenue from top 10 tech ecosystem partners, and 305 Diamond clients (largest relationships). FY25 federal business was a 20bps headwind.

**【CFO Financial Commentary】**
- **Q4 FY25 Results**: Revenue $17.6B (+7% USD), adjusted EPS $3.03 (+9%), free cash flow $3.8B. FY25 free cash flow $10.9B (+26%), returning $8.3B to shareholders.
- **FY26 Guidance**: Revenue 2-5% growth (3-6% ex-federal), adjusted operating margin 15.7-15.9%, EPS $13.52-$13.90 (+5-8%). Capital expenditures $1B for real estate expansion.
- **Business Optimization**: $865M restructuring charge (FY25-26) to reinvest in talent and growth, with headcount growth across all markets in FY26.

**【Q&A Key Highlights】**
- **AI and Growth**: Julie emphasizes AI as expansionary, not deflationary, with clients reinvesting savings into new projects. AI-driven productivity gains are offset by demand for advanced AI solutions (e.g., GenAI bookings tripled in FY25).
- **Headcount and Talent Strategy**: Angie expects headcount growth across all regions in FY26, with $1B+ reinvestment from $865M restructuring savings. 550,000+ employees trained in GenAI fundamentals.
- **Federal Business**: Procurement activity stabilizing, with focus on modernization and ecosystem partnerships (e.g., Palantir collaboration). FY26 federal impact 1-1.5% growth headwind.
- **Utilization and Margin**: Q4 utilization 93%, expected to remain in low 90s. AI embedded in platforms like GenWizard driving efficiency without direct margin management.

Accenture plc (ACN) Q4 2025 Earnings Call Transcript

- **Revenue Beats Guidance**: $17.7B (+7% LCL) driven by consulting and managed services growth.
- **AI Dominance**: Gen AI bookings $1.5B/Q3, $4.1B/YTD, with $700M in AI revenue.
- **Margin Expansion**: 16.8% operating margin (+40bps YoY), 12% EPS growth.
- **Shareholder Returns**: $2.7B returned via buybacks and 15% dividend increase.
- **New Growth Model**: Reinvention Services BU to accelerate AI-driven solutions delivery.
- **Federal Headwinds**: 2% Q4 impact from slower procurement and cancellations.

**【CEO Opening Remarks】**
- Q3 revenue of $17.7B (+7% local currency) exceeded guidance, driven by consulting and managed services growth across industries.
- Gen AI bookings reached $1.5B in Q3, bringing FYTD to $4.1B, with $700M in AI revenue.
- 38M training hours year-to-date, +18% YoY, to build AI and data workforce of 75K (target 80K by FY26).
- Acquired 4 companies to expand LearnVantage, Industry X, and digital product capabilities.
- Market share gain vs. top 10 competitors, with 30+ clients booking >$100M quarterly.

**【CFO Financial Highlights】**
- GAAP EPS: $3.49 (+12% YoY), Non-GAAP EPS: $3.49 (vs. $3.13 last year).
- Operating margin: 16.8% (+40bps YoY), driven by cost control and revenue mix.
- Free cash flow: $3.5B, returning $2.7B to shareholders via buybacks (+15% dividend).
- FY25 guidance updated to 6-7% local currency growth, 15.6% operating margin.

**【CEO Market Update】**
- Clients prioritizing large-scale reinventions amid macro uncertainty, e.g., Air France-KLM cloud migration, Pfizer AI-driven TMS.
- New business model integrates all services into Reinvention Services BU, effective Q4.
- Federal business impact minimal in Q3, but expects 2% headwind in Q4.

**【Q&A Key Themes】**
- **Talent Retention**: Attrition stable, leadership pipeline strong despite reorg.
- **AI Adoption**: 70%+ code written with AI tools, reinvesting savings into client co-innovation.
- **Acquisition Strategy**: Slower pace in FY25 due to market conditions, targeting 2-3% inorganic growth.
- **Quantum/Blockchain**: Exploring quantum for optimization, blockchain for financial services security.
- **Organic Growth**: FY25 organic growth 3-4%, aiming for 5-6%+ in FY26 with new model efficiency.

Accenture plc (ACN) Q3 2025 Earnings Call Transcript

- **Revenue Resilience**: $16.7B Q2 revenue (+8.5% LFL) at top of guidance, with 32 clients booking >$100M.
- **Gen AI Breakthrough**: $1.4B Gen AI bookings, $600M revenue in Q2, enabling $0.5B+ supply chain savings for clients.
- **Federal Uncertainty**: 8% of revenue exposed to federal contract review, but 92% of business shows no pause in client activity.
- **Margin Expansion**: FY25 operating margin target 15.6-15.7% (+10-20bps), driven by cost control and Gen AI scale.
- **Investment Payoff**: $250M+ in acquisitions, 15M training hours, and 72,000 data/AI workforce fueling reinvention.

**【CEO Summary Section】**
- **Revenue Growth**: Q2 FY25 revenue of $16.7B (+8.5% LFL), at top of guided range, driven by consulting (+6% LFL) and managed services (+11% LFL). 32 clients booked >$100M Q2.
- **Gen AI Momentum**: $1.4B Gen AI bookings, $600M revenue (H1 FY25: $1.1B). Partnerships with Telstra, Repsol, and KION highlight AI-driven reinvention in supply chain, energy, and manufacturing.
- **Federal Business Challenges**: Federal revenue represents 8% of global, 16% of Americas. GSA review of top 10 consulting firms' contracts may impact mission-critical work, with ongoing uncertainty.
- **Investments**: $250M+ deployed in 11 acquisitions (e.g., IQT Group, Halfspace), 15M training hours, and 72,000 data/AI workforce (target 80,000 by FY26).

**【CFO Financial Commentary】**
- **Top Line**: Q2 EPS $2.82 (+2% vs. FY24), operating margin 13.5% (-20bps vs. FY24). Free cash flow $2.7B, returning $2.4B to shareholders (15% dividend increase).
- **Bookings**: $20.9B (+3% USD, flat LFL), book-to-bill 1.3. Consulting bookings $10.5B, managed services $10.4B.
- **Margin Dynamics**: Gross margin 29.9% (-100bps vs. FY24), driven by higher subcontractor costs. Operating expenses controlled (+5% LFL vs. +15% FY24).
- **FY25 Outlook**: 5-7% LFL revenue growth (organic 2-4%), 15.6-15.7% operating margin (+10-20bps vs. FY24), $12.55-12.79 EPS (+5-7%).

**【Q&A Key Themes】**
- **Federal Risk**: 8% of revenue, guidance assumes potential federal slowdown. Management emphasizes resilience of 92% non-federal business.
- **Margin Expansion**: FY25 operating margin expansion driven by cost control, stable pricing, and Gen AI scale.
- **AI Adoption**: 32 clients now using Gen AI, with $0.5B+ value realized in supply chain optimization. 72,000 data/AI employees enable rapid deployment.
- **Discretionary Spend**: Constrained in small deals, but large transformational deals remain strong (e.g., $1.4B Gen AI bookings).

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