Overview
- The company reported $18.74 billion in revenue and adjusted EPS of $3.94, both ahead of forecasts, and returned about $3.3 billion through buybacks and dividends.
- New bookings reached $20.9 billion, including roughly $2.2 billion tied to advanced AI, with 33 clients each booking more than $100 million.
- Fiscal 2026 guidance remained at 2%–5% revenue growth and $13.52–$13.90 in adjusted EPS, and Q2 revenue was guided to $17.35 billion–$18.00 billion as U.S. public-sector demand stays uneven.
- Accenture expanded its AI ecosystem with a strategic Palantir collaboration and training partnerships with Anthropic and OpenAI, while cautioning that most client AI deployments are still early-stage.
- Analysts characterized demand as steady rather than accelerating, pointing to a gradual recovery for Indian IT services even as AI-driven deal activity builds.