Overview

• Revenue reached $17.6 billion for the quarter, topping estimates, with total new bookings of $21.3 billion including $1.8 billion tied to generative AI.
• The company recorded about $615 million in restructuring charges in Q4 and guided to roughly $250 million more this quarter, for a six‑month total of $865 million covering severance and selected divestitures.
• Chief executive Julie Sweet said Accenture will exit employees who cannot be retrained for AI roles on a compressed timeline, even as it continues hiring and upskilling in priority areas.
• Headcount fell by roughly 7,000 in Q4 to about 779,000, GAAP operating margin declined to 11.6% (down 270 basis points), and shares traded lower as investors weighed costs and the outlook.
• Fiscal 2026 revenue growth is forecast at 2%–5% with Q1 revenue of $18.1 billion–$18.75 billion, and the company raised its quarterly dividend by about 10% to $1.63 while targeting at least $9.3 billion in shareholder returns.