Overview

• Q4 FY25 revenue rose 7% to $17.6 billion with adjusted EPS of $3.03 and new bookings of $21.31 billion, while GAAP operating margin fell about 270 basis points to 11.6%.
• Generative AI bookings reached $1.8 billion in the quarter and $5.9 billion for the year as Accenture expanded its AI bench to roughly 77,000 specialists and trained more than 550,000 employees in AI fundamentals.
• Accenture outlined $865 million in charges for a six‑month business optimization—about $615 million recorded in Q4 and roughly $250 million expected next quarter—covering severance, selected divestitures, and redeployments, with rapid exits for roles that cannot be reskilled; headcount fell by about 7,000 to roughly 779,000.
• FY26 guidance calls for 2%–5% local‑currency revenue growth and Q1 revenue of $18.1–$18.75 billion (1%–5%), with management flagging a roughly 1–1.5 percentage‑point drag from U.S. federal work.
• Capital returns step up with a 10% dividend increase to $1.63 per share and a plan to return at least $9.3 billion in FY26, as shares slipped in the low single digits after the report.