Accenture

AI lab Anthropic is launching a new European tech consultancy together with private-equity firm Hg to place AI consultants and engineers directly inside companies. Accenture, which has handled many of Anthropic’s implementations to date, now faces additional competition; its stock fell sharply afterwards. The new venture is part of a series of similar joint ventures by AI firms and increases price pressure and competition in the consulting market. » Mere på manager-magazin.de

Accenture is expanding its AI-powered customer intelligence within its Accenture Song division with the acquisition of Sagacity. More than 140 specialists in the UK and Ireland are set to strengthen the offering for intelligent data analysis and customer-focused AI solutions. Sagacity’s combination of data analytics, AI technology and behavioral insight is intended to help companies turn dispersed information into concrete growth opportunities. » Mere på finanzen.net

Accenture and Dell Technologies are deepening their collaboration of more than 20 years and are establishing the Accenture Dell Business Group to help companies scale AI on their own infrastructure. More than 3,000 Accenture employees will be trained on Dell’s AI portfolio; the focus is on private, hybrid and sovereign AI environments as well as integrated systems for inferencing and high-performance computing. No concrete financial targets were disclosed; however, Accenture expects additional advisory and implementation work, while Dell gains easier access to enterprise customers. » Mere på deraktionaer.de

In the fourth fiscal quarter Accenture reported revenue rising to USD 18.68bn and order intake of USD 22.2bn; the book-to-bill ratio was 1.2. The operating (EBIT) margin improved slightly to 15.3 percent and earnings per share increased to USD 3.29. For fiscal 2026/27 management expects constant-currency growth of 3–6 percent, a slightly higher EBIT margin of 15.9–16.1 percent, rising EPS and free cash flow of USD 11.0–11.8bn; at the same time substantial acquisitions and share buybacks are planned. » Mere på finanzen.net

Accenture sent a strong signal in the fourth fiscal quarter: currency‑adjusted revenue rose 7% to $18.7 billion and adjusted earnings per share were $3.29 (expectation $3.18). New bookings climbed to $22.2 billion, and a record was set with 141 large deals over $100 million. Investors now look to the Investor Day as the next test, while growth without acquisitions is viewed as moderate. » Mere på finanzen.net