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Accenture Q4 Tops Forecasts as It Starts $865 Million AI‑Focused Restructuring

The company launches a six‑month optimization that exits non‑reskilled roles to redirect savings into AI talent.

Overview

  • Revenue reached $17.6 billion and adjusted EPS $3.03 in the August quarter, with total bookings of $21.3 billion including $1.8 billion tied to generative AI.
  • Accenture recorded $615 million of restructuring charges in Q4 and guided to about $250 million more in the November quarter, targeting over $1 billion in savings for reinvestment.
  • CEO Julie Sweet said employees who cannot be reskilled for AI work will be exited on a compressed timeline, as global headcount stood at about 779,000 at August 31 with hiring continuing in priority roles.
  • For the 12 months to August 31, generative and agentic AI revenues tripled to $2.7 billion and AI bookings nearly doubled to $5.9 billion, supported by a 77,000‑strong AI/data workforce.
  • Fiscal 2026 guidance calls for 2%–5% revenue growth and Q1 sales of $18.1–$18.75 billion, with softness tied to reduced U.S. federal spending, and shares fell several percent after the update.