Risk
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Тон
AI
ACN
FY2026 Q3
В пределах ожиданий
Отчётный звонок Accenture PLC
Вывод Buzzberg
Middle East conflict caused $100M revenue impact
Management expressed confidence in strong execution despite Middle East headwinds, citing broad-based revenue growth, market share gains, and margin expansion, with no notable shift in confidence from prior calls.
Вывод Buzzberg Middle East conflict caused $100M revenue impact Management expressed confidence in strong execution despite Middle East headwinds, citing broad-based revenue growth, market share gains, and margin expansion, with no notable shift in confidence from prior calls. Читать полный анализСвернуть анализ
Management expressed confidence in strong execution despite Middle East headwinds, citing broad-based revenue growth, market share gains, and margin expansion, with no notable shift in confidence from prior calls.
Выручка$18.7181B+4% к/к
EPS$3.80+30% к/к
Валовая маржа32.77%Факт
Операционная маржа16.96%Факт
6 подтверждённых тезисов
Что важно сейчас
Самые значимые изменения по итогам звонка.
Guidance
Large managed services deals pushed to FY27
Capex
Expect to deploy ~$9B in acquisitions this year
Показать ещё 3 тезиса
Demand
Large bookings up 13% YoY to 104
AI
Seeing clients move to larger AI transformation programs
Margins
FY26 adjusted operating margin guided to 15.8%, up 20bps
Отчётный период
Фактические результаты
| Показатель | Факт | Изменение |
|---|---|---|
| Выручка | $18.7181B | +4% к/к |
| EPS | $3.80 | +30% к/к |
| Валовая маржа | 32.77% | Факт |
| Операционная маржа | 16.96% | Факт |
| Свободный денежный поток | $3.6B | -2% к/к |
| Капзатраты | $0.1862B | Факт |
Прогнозные данные
Прогноз компании
| Показатель | Период | Диапазон | Середина | Статус |
|---|---|---|---|---|
| Выручка | FY2026 Q4 | $17.75B–$18.4B | $18.075B | Обозначен |
| Выручка | FY2026 | 3%–4% | 3.5% | Обозначен |
AI, капзатраты и спрос
Оценка менеджмента
confident
Management expressed confidence in strong execution despite Middle East headwinds, citing broad-based revenue growth, market share gains, and margin expansion, with no notable shift in confidence from prior calls.
Оценка AI от менеджмента
Management stated that AI is a tailwind driving reinvention, and they are seeing clients move from pilots to production with larger AI transformation programs, while on track to more than double bookings from key AI and data partners.
все упомянутые компании ниже: 16
Компаниис момента звонка
Клиенты
Клиенты
Julie Sweet
Accenture is deepening its partnership with McDonald's on finance, people modernization, and loyalty, indicating sustained demand for transformation services from the quick-service restaurant giant.
Доказательства
“We are working with McDonald's, one of the world's most iconic restaurant brands, serving more than 70 million customers every day as we support key elements of their ongoing transformation.”
Клиенты
Julie Sweet
Accenture is embedding AIOps and autonomous agents into BT's network operations, signalling a large-scale AI transformation program that could be replicable for other telecom operators.
Доказательства
“BT Group, one of our UK clients where our longstanding relationship is expanding into a new AI partnership for BT Business, the division which provides the connectivity backbone for UK businesses and public services.”
Клиенты
Julie Sweet
Stellantis is deploying AI across manufacturing operations, highlighting demand for industrial AI solutions from major automotive OEMs.
Доказательства
“Stellantis is a great example. Stellantis is across their manufacturing.”
Клиенты
Julie Sweet
Accenture helped Bradesco unify vehicle financing platforms, driving 7.3% quarter-over-quarter portfolio growth, showing strong AI payback in banking.
Доказательства
“Banco Bradesco, one of Brazil's largest financial institutions, is another great example of delivering tangible ROI from AI.”
Партнёры
Партнёры
Julie Sweet
Accenture's AI bookings with Anthropic are doubling, indicating strong enterprise demand for Anthropic's models through consulting-led deployments.
Доказательства
“We are on track to more than double our bookings from our key emerging AI and data partners compared with FY25, including Anthropic, Databricks, Gemini, Mistral AI, NVIDIA, OpenAI, Palantir, and Snowflake.”
Партнёры
Julie Sweet
AWS is a core partner in Accenture's OT security platform, indicating deeper collaboration in cloud and security for industrial IoT.
Доказательства
“Dragos has strong ecosystem relationships with our top ecosystem partners, including AWS, CrowdStrike, Microsoft, Palo Alto, and ServiceNow.”
Методология и полнота
Анализ основан только на заявлениях менеджмента. Показаны все подтверждённые упоминания компаний: 16. Фактические результаты и прогнозы разделены. Публичные доказательства ограничены восемью короткими атрибутированными цитатами. AI-анализ может быть неполным или ошибочным — проверяйте важные утверждения по первоисточнику.