Accenture plc (ACN) Q3 FY2026: Ma...
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Accenture plc (ACN) Q3 FY2026: Management highlighted AI project ramps with OpenAI and Palantir plus OT cybersecurity acquisitions like Dragos to triple addressable markets, but analysts question whether these offset consulting weakness and mid-ma…
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Podfolio.one: Earnings Calls decoded; Your Portfolio, Your B... di Podfolio.one

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Accenture reported Q2 revenue of $18.72 billion, missing estimates by 1.1 percent, with EPS of $3.80 beating by a nickel and operating margins expanding 20 basis points to 17 percent. Consulting grew just 1 percent locally while managed services rose 5 percent, book-to-bill hit a low of 1.0, and bookings were flat amid a $100-400 million Middle East revenue hit and two slipped deals. Management highlighted AI project ramps with OpenAI and Palantir plus OT cybersecurity acquisitions like Dragos to triple addressable markets, but analysts question whether these offset consulting weakness and mid-market competition.

Company: Accenture plc (ACN) β€” Q3 FY2026

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