ACNAccenture plc

“we're working with a leading large language model provider to embed advanced models directly into how the company's IT team delivers their projects. Those models are accelerating software work across the board, new development to upgrades. And some projects are already seeing delivery move 50% faster. Beyond engineering, the same models are automating complex documents, enabling real-time reporting and powering AI agents embedded directly into day-to-day business processes. And for developers, a next-generation Agentic coding platform is changing how work gets done with teams building their own tools and AI agents at scale.”

“we're putting Agentic AI at the center of how demand is created and converted with Accenture Media [ Console ], where AI agents optimize content based on traveler intent, streamlined campaigns and dynamically allocate budgets. We're also helping Radisson adapt to how discovery is evolving with Agentic commerce, connecting live inventory and rates directly into conversational platform so travelers can move seamlessly from discovery to bookings within AI-driven journeys. Since our collaboration began, Radisson's share of its direct bookings has tripled.”

“we see clients working with us to create more investment capacity to increase their spend in new areas. And third, clients with more advanced digital cores are starting to take on larger AI programs. We also are seeing more moving from proof of concept to production, while others are still at the beginning of their journey with another 100 clients or so initiating advanced AI projects with us this quarter.”

“clients are implementing foundational programs with our ecosystem partners to capture the full opportunity of AI. These typically involve cloud, security and data modernization, often combined with operating model and talent transformation. We continue to see at least 1 out of every 2 advanced AI projects lead to a data project.”

“our latest survey that we do every quarter of the C-suite and how their view of AI. The latest survey had 78% now saying we think growth is going to be the biggest value. That's not yet translating on the ground to being the biggest driver, mostly because of where the technology is.”

“AI enablers include data centers, cybersecurity, energy infrastructure and data. We acquired a 65% stake in DLB Associates, a data center engineering and consulting firm with high double-digit growth.”

“Our reinventors completed 13 million training hours this quarter alone, and 192,000 completed our Agentic AI fundamentals program, co-created with Stanford Institute for Human-Centered AI.”

“We now have over 85,000 AI and data professionals already exceeding our goal of 80,000 professionals by the end of fiscal 2026.”

“with one of our largest oil and gas clients, we're seeing a clear pattern. First, they modernize their digital core. Over several years, we partnered on a major ERP transformation to implement a cloud-based platform that simplifies operations, standardizes processes and creates a single source of data across the enterprise. It was a significant multiyear investment. Now, with that foundation in place, they're investing again, embedding AI directly into the systems that run the business. This is not a separate layer of technology, it's intelligence built into core workflows across finance, supply chain, asset maintenance and field operations. These capabilities analyze large volumes of data, initiate routine actions and support better decisions in real time. The impact is tangible, faster cycle times, fewer manual steps, lower operating costs and stronger operational resilience.”

“I believe we are early in what will be like a large funnel of work because in both the big enterprises and the small enterprises, you just think about -- I talked a little bit about this in the script, like everybody who's put in modern ERP in the last few years, and we're the #1 partner there, none of -- no advanced AI was possible there, right? So like that's a whole wave of work that has to get started, right? And then, we're beginning to see early momentum on, right? And that's not even then -- we've done very little still in core operations because the advanced AI isn't quite there, like physical AI is going to be coming. Agentic AI is still early.”

“when the models come out, there isn't a direct correlation to bookings or new work, but what it does is create the next opportunity for us to look at what are the solutions that it's going to now create. And so, if you think about in earlier days, a lot of the work was focused on things like summarization and content creation. The better the models are, it's able to fuel things like moving into Agentic, where you -- and we're starting to see that. So we're starting to see more experimentation and use of agents, really basic workflows as the models get better.”

“We're working with retailers to reinvent contact centers and design the new processes with Agentic AI. This means partnering with us to develop Agentic enterprise strategies and architecture foundations, which will serve as a platform to enable Agentic solutions. We aren't simply upgrading contact center technology, we're reimagining service at scale. The future workflow involves digital agents and human agents operating as one coordinated team to serve customers.”

“we're now doing work like in Know Your Customer in the KYC area in banking because we don't have great package solutions of software there. As the models get better, it solves some of the problems that are there. You're seeing in things like the mainframe, as the models are helping us do the really not fun, dirty work of converting code, we are now able to kind of open up that market where clients are now going to be more willing to touch the mainframe.”

“in Accenture Song, LLMs are driving the biggest revolution in retail since the advent of social media. While it is still very early, conversational and Agentic commerce are changing how customers discover, evaluate and purchase products. We are seeing strong demand, and we are uniquely positioned to serve our clients because of our ecosystem relationships and expertise in marketing, sales and service.”

“we are partnering with the Estée Lauder Companies, a global prestige beauty company, to advance its new one operating ecosystem and to drive a more connected, scalable and consumer-centric enterprise. Enabled by our platforms, we will collaborate with the company to transform how work gets done, leveraging AI and automation across the end-to-end value chain.”

“Piraeus Bank S.A., a major bank in Greece, partnered with us to set up a central AI hub to be their primary execution arm with an option to transfer to them in the future. They are leveraging our strong capabilities to help them more quickly capture value from AI and navigate the complex ecosystem environment.”

“We also acquired 2 companies to accelerate our growth with Palantir, an emerging ecosystem partner: Decho in the U.K., which focuses particularly in defense and public sector markets and RANGR Data in the U.S., which works across industries.”

“we are absolutely seeing an uptick in growth-focused AI programs, but efficiency is still leading the way. I will tell you that the most exciting area right now on growth is conversational and Agentic commerce. Demand is surging there.”

“we closed the acquisition of Faculty, a leading U.K.-based AI native services company with the decision intelligence product business that provides a platform for us to expand into new areas of unmet AI demand with non-FTE revenue.”

“we really have not had a linear relationship since around 2015, when RPA, when automation really came in. And so we would expect to continue to believe that disconnecting, and that's what's baked into our guidance.”

“we have made the use of the AI tools and contributions to helping Accenture become the most AI-enabled company in the world, now a formal part of our performance evaluation.”

“we are on track in FY '26 to more than double our bookings over FY '25 from partnerships with our key emerging AI and data ecosystem partners.”

“the way that the FTE model today really gives value is when you are going in and solving problems that haven't been solved, typically in mission-critical areas, where in order to get the AI to work, and these are usually like bespoke problems, at least initially, you have to have deep domain knowledge from the clients, the technology knowledge and then what we bring to the table, right, the experience, the integration, the industry and functional knowledge, and you work in teams to solve new problems.”

“Internally, we think about applying AI in our delivery, where we're continuing to improve our efficiencies in delivery, which has also helped fueling our growth. And then, in how we operate Accenture, we're deploying all the services we give to clients to us. We're often the experimentation place as well, and we're really pleased, and you can see that being reflected in the efficiencies we're getting that are reflected in ROI.”

“the more that we can use technology to bring more value to clients faster, the better it is for our business. And that's the strategy you've seen us execute ever since RPA really burst on the scene in 2015, because when you can actually make -- especially the technical piece of it go faster, there's so much work, all the process change, all the change management, et cetera, that like the SAP deals are multiyear.”

“at this point in our business, AI is permeating everything we do because it either is driving why clients are actually doing things like moving to the cloud, but when we're doing something that isn't specific AI, they are looking at our AI credentials because everything is aimed to get to AI.”

“our long-term growth strategy is to help our clients reinvent and to capture other new opportunities created by AI. To accelerate this strategy, we are using 2 key competitive advantages: our strong balance sheet and our long history of successful acquisitions.”

“AI is helping us grow another strong business, cybersecurity. We see advanced AI as a catalyst to our cybersecurity business as the threat landscape expands and new tools emerge to protect and attack.”

“advanced AI and new hardware capabilities are making mainframe modernization feasible, which we believe will open as major services market.”

“AI, as it stands right now, may turn out to be the most powerful technology breakthrough since electricity. We cannot even today describe all the ways in which we will use this technology, let alone the opportunities to come. But the one thing we know is that the only way to realize the power of this technology is if companies can change dramatically to use it.”