全球知名IT服务公司埃森哲(ACN.US)将于美东时间12月18日美股盘前公布最新业绩报告，随着AI从企 业试验性用途转向实际企业级经营应用，咨询公司中的AI业务咨询以及与AI挂钩的IT完整服务需求显 著提升，埃森哲在市场认知中开始被视为"AI-first咨询与转型合作伙伴"。多数华尔街资深分析师将埃森 哲的未来估值上调或维持等同于"正面"的积极评级，认为其AI深度布局、稳定现金流与高质量订单组合 将支撑业绩持续增长。 在2025财年(截至8月31日)，埃森哲全年营收约697亿美元，同比增长约7%，第四季度营收约176亿美 元，同样实现超预期的大幅增长。埃森哲在2025财年的新业务订单(bookings)达到约806亿美元，体现客 户对未来咨询与技术服务需求的强劲预期。 埃森哲在生成式AI及相关领域的营收与订单无疑正在快速扩张。其中来自生成式AI的新业务订单整个 2025财年约59亿美元，第四季度实现约18亿美元，均较上年同期实现两位数级别强劲增速，显示AI业 务已成为重要增长动能。有华尔街分析师甚至预期来自生成式AI的订单在2026可进一步提升至约93亿 美元，意味着有望同比大幅增长约58%。 该公司已有约 ...

Tuesday delivers an unprecedented convergence of major economic releases packed into a two-hour window that could significantly influence year-end market direction. The November jobs report at 8:30am will provide comprehensive employment insights including nonfarm payrolls, unemployment rate, and wage growth trends that determine consumer spending capacity heading into 2026. Strong employment data could validate the Fed's cautious stance from last week's meeting, while weakness could raise concerns about ec ...

Core Insights - Accenture has announced a new investment in WEVO, an AI-powered customer research platform that helps firms simulate and validate behaviors before launching products and services [1] - The collaboration aims to address the challenge of rapidly changing customer expectations, with three in four customers wanting companies to respond faster to their needs [1] - WEVO's platform allows teams to test value propositions and product experiences quickly, providing behavioral insights in hours rather than weeks [1] Company Overview - WEVO, founded in 2017, combines large-scale human insight with AI simulation to predict audience reactions to new concepts and campaigns before launch [1] - The platform has been adopted by global brands to optimize product development, digital experiences, and marketing strategies [1] - WEVO joins Accenture Ventures' Project Spotlight, which provides high-growth enterprise technology companies access to Accenture's expertise [1] Accenture's Strategy - Accenture is a global professional services company that helps enterprises reinvent by building their digital core and leveraging AI for value creation [1] - Through its Reinvention Services, Accenture integrates capabilities across strategy, consulting, technology, operations, and industry expertise to deliver solutions for clients [1] - The investment in WEVO aligns with Accenture's goal to enhance customer-centered innovation at every stage of product development [1]

Core Insights - Accenture plc (ACN) is scheduled to report its first-quarter fiscal 2026 results on December 18, with earnings expected at $3.74 per share, indicating a 4.2% growth year-over-year, and revenues projected at $18.6 billion, reflecting a 4.9% increase from the previous year [1][9]. Earnings Estimates - The Zacks Consensus Estimate for earnings has seen two upward revisions in the last 60 days, indicating increased analyst confidence, with no downward revisions during this period [2]. - Accenture has surpassed the Zacks Consensus Estimate in three of the last four quarters, with an average surprise of 3.2% [3]. Earnings Prediction Model - The current Earnings ESP for Accenture is -1.53%, and it holds a Zacks Rank of 3 (Hold), suggesting a lower likelihood of an earnings beat this quarter [4][5]. Revenue Growth Drivers - Revenue from the Americas is expected to grow by 4.2% to $9.1 billion, driven by sectors such as Banking and Capital Markets, industrials, and Software and Platforms [6]. - EMEA region revenues are projected to reach $6.7 billion, a 4.6% increase, supported by growth in insurance, utilities, consumer goods, life sciences, and retail and travel services [7]. - Asia Pacific revenues are anticipated to rise by 3.7% to $2.6 billion, with growth attributed to Banking and Capital Markets, Public Services, and Utilities [8]. Stock Performance - Over the past year, Accenture's shares have declined by 23%, underperforming its industry, which saw a 16.7% dip, and the Zacks S&P 500 composite, which rose by 17.6% [10]. - In the last six months, the stock has decreased by 12.2%, compared to a 5.2% decline in the industry and an 18.7% increase in the Zacks S&P 500 composite [13]. Valuation Metrics - Accenture's trailing 12-month price-to-earnings ratio stands at 19.23X, lower than the industry average of 25.31X, but higher than peers Cognizant Technology Solutions and Genpact, which have P/E ratios of 15.02X and 12.16X, respectively [14]. Business Considerations - The managed services segment is expected to grow by 2.3% year-over-year in Q1 fiscal 2026, driven by demand for modernization, application maintenance, cloud enablement, and cybersecurity-as-a-service [18]. - Accenture maintains a strong liquidity position with cash and equivalents of $11.5 billion and current debt of $114 million, resulting in a current ratio of 1.42 [19]. - The company has pursued an aggressive acquisition strategy, completing 23 acquisitions for $1.5 billion in fiscal 2025, including the recent acquisition of RANGR Data to enhance engineering capabilities [20]. Challenges - The aggressive acquisition strategy poses integration risks that may hinder long-term organic growth [21]. - Rising talent costs due to a competitive market and reduced reliance on Accenture's services due to advancements in AI present additional challenges [21][23].

Core Viewpoint - Accenture (ACN) is anticipated to report a year-over-year increase in earnings driven by higher revenues, with the actual results having a significant impact on its near-term stock price [1][2]. Earnings Expectations - The earnings report is expected to be released on December 18, and if the results exceed expectations, the stock may rise; conversely, a miss could lead to a decline [2]. - The Zacks Consensus Estimate predicts quarterly earnings of $3.74 per share, reflecting a year-over-year increase of 4.2%, with revenues projected at $18.56 billion, up 4.9% from the previous year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 0.08% lower, indicating a reassessment by analysts [4]. - The Most Accurate Estimate for Accenture is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -1.53%, suggesting a bearish outlook from analysts [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model compares the Most Accurate Estimate to the Zacks Consensus Estimate, with a positive Earnings ESP indicating a higher likelihood of an earnings beat [8][10]. - A positive Earnings ESP combined with a Zacks Rank of 1, 2, or 3 has shown a nearly 70% success rate for predicting positive surprises [10]. Historical Performance - In the last reported quarter, Accenture was expected to post earnings of $2.98 per share but delivered $3.03, resulting in a surprise of +1.68% [13]. - Over the past four quarters, Accenture has beaten consensus EPS estimates three times [14]. Conclusion - Accenture does not currently appear to be a strong candidate for an earnings beat, and investors should consider other factors when making decisions regarding the stock ahead of the earnings release [17].

Core Viewpoint - Accenture's stock has experienced a decline of -22% since the last analysis, leading to a Hold rating due to low return prospects, despite being structurally undervalued now [1]. Summary by Relevant Sections - Stock Performance - Accenture's stock price has decreased by -22% since the last analysis [1]. - Investment Outlook - The investment is currently viewed as structurally undervalued, indicating potential for future appreciation [1].

Core Insights - Accenture's stock has decreased by 22% since the last analysis, indicating a significant decline in market value [1] - The previous rating was a Hold due to low return prospects, suggesting cautious sentiment towards the stock [1] - Despite being structurally undervalued now, the outlook remains uncertain regarding potential recovery [1]

Group 1 - The core focus of individuals on careers has decreased from 61% in 2021 to 53% in 2025, while attention to love has dropped from 17% to 9%, friendship from 6% to 4%, and personal growth from 13% to 7% [1][4] - There is a significant increase in the focus on health, rising from 78% in 2021 to 87% in 2025, and wealth attention has increased from 35% to 47% [4] - The younger generation (those born in the 1990s to 2000s) shows the most notable increase in the importance placed on wealth and health, while pursuits related to love, friendship, and personal growth have been suppressed [4] Group 2 - Nearly 90% of consumers are actively focusing on physical and mental health, with a more comprehensive definition of health emerging [4] - 70% of consumers are choosing to save money or cut expenses to enhance financial resilience, while 60% are opting to improve skills or develop side businesses [4] - Health, savings, and learning new skills together form a "safety triangle" that provides a sense of certainty for consumers [4]

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Core Insights - The partnership between Accenture and Anthropic aims to enhance enterprise adoption of AI technologies, responding to client demand for effective integration of advanced tools into business processes [1][2][11] - Accenture is focused on training a significant number of employees (30,000) to utilize AI tools effectively, ensuring that enterprises can achieve substantial returns on investment (ROI) from these technologies [7][10] - The collaboration seeks to standardize AI model integration within enterprises, addressing the challenges of merging advanced AI capabilities with existing business knowledge [19][20][23] Partnership Dynamics - Accenture's partnerships are driven by client needs, positioning the company as a leading partner for major technology firms [1][2] - The integration of Anthropic's tools is expected to facilitate a "PNL pivot," helping clients transition to more effective AI utilization [3][6] - The partnership is seen as crucial for unlocking enterprise potential, with a focus on scaling AI applications across various sectors, including healthcare and financial services [5][11] Training and Development - Accenture has initiated extensive training programs, having trained 500,000 employees in AI fundamentals and recently launching a new training initiative for 750,000 employees [16][17] - The company emphasizes the importance of equipping entry-level employees with advanced skills to adapt to the evolving job market influenced by AI [13][14] Market Impact - The partnership is expected to drive significant enterprise revenue growth, with Dropbox's revenue illustrating the potential for rapid adoption and ROI in enterprise settings [10][11] - The scale of enterprise productivity that can be unlocked through AI is vast, with estimates suggesting hundreds of billions to trillions in potential value [11] Standardization Efforts - Accenture and Anthropic are contributing to the development of a standardized system for AI models through the Model Context Protocol (MCP), which aims to streamline how AI interacts with enterprise data [19][20] - This initiative is intended to facilitate better integration of AI technologies within enterprises, addressing the challenges of knowledge transfer and decision-making [22][23]