Accenture (ACN) Q1 FY26 earnings call

Earnings call· Nov 2025 (Q1 FY26)· Information Technology· Dec 18, 2025

Source: earnings call transcript

Accenture delivered a strong first quarter, driven by robust bookings and revenue growth at the top of its guidance, reflecting effective execution of its reinvention strategy. The company is transitioning its AI reporting as advanced AI becomes embedded across nearly all client engagements, signaling a maturation of the market. Despite a consistent demand environment with no immediate change in discretionary spending, Accenture continues to invest strategically in talent, acquisitions, and partnerships to strengthen its market leadership.

You’re reading a preview. Opening the full call uses 1 concall credit.

ACN operating KPIs by quarter

ACN operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Feb 2025 Q2 FY25	May 2025 Q3 FY25	Aug 2025 Q4 FY25	This call Nov 2025 Q1 FY26	Feb 2026 Q2 FY26	May 2026 Q3 FY26	Aug 2026 Q4 FY26	Change vs prior quarter
Bookings	$20.9B Our clients continue to prioritize large-scale transformations, and we are their reinvention partner of choice as reflected in our bookings of $20.9 billion, including 32 clients with quarterly bookings greater than $100 million. Source: earnings call transcript	$19.7B Our clients continue to prioritize large-scale reinventions as reflected in our bookings of $19.7 billion, including 30 clients with quarterly bookings greater than $100 million. Source: earnings call transcript	$21.3B New bookings were $21.3 billion for the quarter, representing 6% growth in US dollars and 3% growth in local currency, which is on top of the 24% growth in Q4 of last year. Source: earnings call transcript	$20.9B We are very pleased with our results as we continue executing our strategy to help our clients reinvent every part of their enterprise reflected in our bookings of $20.9 billion, including 33 clients with quarterly bookings greater than $100 million. Source: earnings call transcript	$22.1B We had record bookings of $22.1 billion, bringing H1 bookings to a total of $43 billion. Source: earnings call transcript	$19.3B New bookings were $19.3 billion for the quarter, a 2% decrease in US dollars and 3% in local currency with an overall book-to-bill of 1.0. Source: earnings call transcript	$22.2B We had $22.2 billion of bookings in Q4, reflecting the relevance of Accenture to our clients and demonstrating again our strong competitive position. Source: earnings call transcript	+15%
Bookings GenAI	$1.4B We had another milestone quarter in GenAI with $1.4 billion in new bookings and approximately $600 million in revenue. Source: earnings call transcript	$1.5B We are a leader in Gen AI with another milestone quarter of $1.5 billion in bookings and over $700 million in revenues, bringing our Q3 year-to-date GenAI bookings to a total of $4.1 billion and revenue to $1.8 billion. Source: earnings call transcript	—	—	—	—	—	+7.1%
Employees Data and AI	~72K We increased our data and AI workforce to approximately 72,000, continuing progress against our goal of 80,000 by the end of FY 2026. Source: earnings call transcript	~75K We increased our data and AI workforce to approximately 75,000, continuing progress against our goal of 80,000 by the end of FY '26. Source: earnings call transcript	77K Today, we have 77,000 AI and data professionals. Source: earnings call transcript	—	85K+ We now have over 85,000 AI and data professionals already exceeding our goal of 80,000 professionals by the end of fiscal 2026. Source: earnings call transcript	—	—	—
Book-to-bill ratio	1.3 ratio New bookings were $20.9 billion for the quarter, a 3% decrease in US dollars and flat in local currency with an overall book-to-bill of 1.3. Source: earnings call transcript	1.1 ratio New bookings were $19.7 billion for the quarter, a 6% decrease in US dollars and 7% in local currency with an overall book-to-bill of 1.1. Source: earnings call transcript	1.2 ratio Overall book-to-bill was 1.2. Source: earnings call transcript	1.1 ratio New bookings were $20.9 billion for the quarter, representing 12% growth in US dollars and 10% growth in local currency with an overall book-to-bill of 1.1. Source: earnings call transcript	1.2 ratio New bookings were a record $22.1 billion for the quarter, representing 6% growth in US dollars and 1% growth in local currency, with an overall book-to-bill of 1.2. Source: earnings call transcript	1 ratio New bookings were $19.3 billion for the quarter, a 2% decrease in US dollars and 3% in local currency with an overall book-to-bill of 1.0. Source: earnings call transcript	1.2 ratio New bookings were $22.2 billion for the quarter, a 4% increase in US dollars and 5% in local currency with an overall book-to-bill of 1.2. Source: earnings call transcript	+20%
Bookings Consulting	$10.5B Consulting bookings were $10.5 billion with a book-to-bill of 1.3. Source: earnings call transcript	$9.1B Consulting bookings were $9.1 billion with a book-to-bill of 1.0. Source: earnings call transcript	$8.9B Consulting bookings were $8.9 billion with a book-to-bill of 1.0. Source: earnings call transcript	$9.9B Consulting bookings were $9.9 billion with a book-to-bill of 1.0. Source: earnings call transcript	$11.3B Consulting bookings were $11.3 billion with a book-to-bill of 1.3. Source: earnings call transcript	$10.3B In Q3, consulting bookings were $10.3 billion with a book-to-bill of 1.1. Source: earnings call transcript	$9.4B Consulting bookings were $9.4 billion with a book-to-bill of 1.0. Source: earnings call transcript	-8.7%
Book-to-bill ratio Consulting	1.3 ratio Consulting bookings were $10.5 billion with a book-to-bill of 1.3. Source: earnings call transcript	1 ratio Consulting bookings were $9.1 billion with a book-to-bill of 1.0. Source: earnings call transcript	1 ratio Consulting bookings were $8.9 billion with a book-to-bill of 1.0. Source: earnings call transcript	1 ratio Consulting bookings were $9.9 billion with a book-to-bill of 1.0. Source: earnings call transcript	1.3 ratio Consulting bookings were $11.3 billion with a book-to-bill of 1.3. Source: earnings call transcript	1.1 ratio In Q3, consulting bookings were $10.3 billion with a book-to-bill of 1.1. Source: earnings call transcript	1 ratio Consulting bookings were $9.4 billion with a book-to-bill of 1.0. Source: earnings call transcript	-9.1%
Bookings Managed Services	$10.4B Managed services bookings were $10.4 billion with a book-to-bill of 1.2. Source: earnings call transcript	$10.6B Managed Services bookings were $10.6 billion with a book-to-bill of 1.2. Source: earnings call transcript	$12.4B Managed Services bookings were $12.4 billion with a book-to-bill of 1.4. Source: earnings call transcript	$11.1B Managed services' bookings were $11.1 billion with a book-to-bill of 1.2. Source: earnings call transcript	$10.8B Managed Services bookings were $10.8 billion with a book-to-bill of 1.2. Source: earnings call transcript	$9.1B And in Managed Services bookings were $9.1 billion with a book-to-bill of 1.0. Source: earnings call transcript	$12.8B Managed Services bookings were a record $12.8 billion after our previous record in Q4 of last year with a book-to-bill of 1.4. Source: earnings call transcript	+40.7%
Book-to-bill ratio Managed Services	1.2 ratio Managed services bookings were $10.4 billion with a book-to-bill of 1.2. Source: earnings call transcript	1.2 ratio Managed Services bookings were $10.6 billion with a book-to-bill of 1.2. Source: earnings call transcript	1.4 ratio Managed Services bookings were $12.4 billion with a book-to-bill of 1.4. Source: earnings call transcript	1.2 ratio Managed services' bookings were $11.1 billion with a book-to-bill of 1.2. Source: earnings call transcript	1.2 ratio Managed Services bookings were $10.8 billion with a book-to-bill of 1.2. Source: earnings call transcript	1 ratio And in Managed Services bookings were $9.1 billion with a book-to-bill of 1.0. Source: earnings call transcript	1.4 ratio Managed Services bookings were a record $12.8 billion after our previous record in Q4 of last year with a book-to-bill of 1.4. Source: earnings call transcript	+40%
Days services outstanding	48 days Days services outstanding were 48 days compared to 50 days last quarter and 43 days in the second quarter of last year. Source: earnings call transcript	47 days Days services outstanding were 47 days compared to 48 days last quarter and 43 days in the third quarter of last year. Source: earnings call transcript	47 days Days services outstanding were 47 days compared to 47 days last quarter and 46 days in the fourth quarter of last year. Source: earnings call transcript	51 days Days services outstanding were 51 days compared to 47 days last quarter and 50 days in the first quarter of last year. Source: earnings call transcript	46 days Days services outstanding were 46 days compared to 51 days last quarter and 48 days in the second quarter of last year. Source: earnings call transcript	48 days Days services outstanding were 48 days compared to 46 days last quarter and 47 days in the third quarter of last year. Source: earnings call transcript	50 days Days services outstanding were 50 days compared to 48 days last quarter and 47 days in the fourth quarter of last year. Source: earnings call transcript	+4.2%
Employees	—	~790K And just on our headcount, right, we ended our Q3 with about 790,000 people. Source: earnings call transcript	779K+ Thank you, Alexia and to everyone joining this morning and thank you to our more than 779,000 reinventors around the world for your extraordinary work and commitment to our clients. Source: earnings call transcript	<784K And really wanted to start today by thanking our nearly 784,000 people around the world for your extraordinary work and your commitment to our clients, which enabled us to deliver another strong quarter. Source: earnings call transcript	786K+ Thank you, Alexia, and everyone joining us this morning, and thank you to our more than 786,000 people for your extraordinary work. Source: earnings call transcript	798K+ Thank you, Alexia, and everyone joining us this morning, and thank you to our more than 798,000 people for your extraordinary work. Source: earnings call transcript	814K+ and thank you to our more than 814,000 reinventors around the world for your extraordinary work and commitment to our clients. Source: earnings call transcript	—

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.