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Accenture, US Dept of Energy Partner to Support Genesis Mission Program
Crowdfund Insider· 2025-12-24 18:16
Accenture Federal Services, which serves as a wholly owned subsidiary of Accenture (NYSE: ACN), announced its agreement to explore partnerships with the U.S. Department of Energy (DOE) to support the Genesis Mission. This era-defining initiative is a national imperative that will accelerate American leadership in the global Artificial Intelligence race and fundamentally transform the nation’s science and technology ecosystem.The Genesis Mission, led by the DOE, seeks “to leverage public-private partnerships ...
埃森哲与斐波那契集团达成收购Cabel Industry的协议
Xin Lang Cai Jing· 2025-12-24 15:44
格隆汇12月24日|埃森哲与斐波那契集团达成收购Cabel Industry的协议,双方未披露交易的财务条款。 Cabel Industry专注于为意大利中型金融机构提供专门设计的技术解决方案,重点关注核心银行系统和托 管IT服务。 ...
Accenture to Acquire Cabel Industry, Strengthening its Financial Services Capabilities in Italy
Businesswire· 2025-12-24 09:01
Core Insights - Accenture has agreed to acquire Cabel Industry, an Italian technology company specializing in core banking and IT managed services for mid-size financial institutions [1][2] - This acquisition will enhance Accenture's Financial Advanced Solutions & Technology (AFAST) portfolio, positioning it to deliver advanced IT solutions in banking and insurance sectors [2][3] Company Strategy - The integration of Cabel Industry's capabilities, including its approximately 200 skilled professionals, will allow AFAST to better support mid-market institutions in technology adoption and scalable business models [2][3] - Accenture aims to strengthen its core banking proposition and accelerate the delivery of flexible solutions aligned with the evolving technology priorities of Italian banks [3] Market Context - The core banking and credit management services are undergoing significant transformation due to demands for modernization and productivity [3] - Accenture has completed seven strategic acquisitions in Italy since 2023, indicating a strong growth strategy in the region [2] Transaction Details - The terms of the acquisition were not disclosed, and completion is subject to customary closing conditions [4]
CTSH or ACN: Which Is the Better Value Stock Right Now?
ZACKS· 2025-12-23 17:41
Investors interested in Computers - IT Services stocks are likely familiar with Cognizant (CTSH) and Accenture (ACN) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank emphasizes companies with positive estimate revision tre ...
科技巨头在慌什么?117万美国人被裁员,借AI当遮羞布,藏不住了
Sou Hu Cai Jing· 2025-12-22 21:18
前言 大家好,我是言叔。最近AI的热度居高不下,很多人都在焦虑"AI会不会抢饭碗",但也有人认为"AI时 代人人都是老板"。 可这边还没争出个输赢,美国科技圈已经直接把"AI"当做借口,一波波的裁员,亚马逊、微软、埃森哲 等巨头轮番下场。 但现在AI慢剧爆发,十几个人的小团队靠着AI生成剧本、制作画面,把成本压到最低,照样能做出千 万营收。 教育行业也是如此,过去做教材、办培训要租场地、请团队,是典型的重资产模式,现在一个老师借助 AI,就能完成过去一整个学校的工作量。 IT之家12月22日的报道给出了一组扎心数据:2025年美国因AI导致的裁员人数接近5.5万,全年裁员总 数更是达到117万,创下疫情后的新高。 这不禁让人犯嘀咕:这些裁员是AI真要"夺权上位"的实锤,还是大厂借AI之名甩锅的套路? AI是裁员主因? 在聊美国裁员潮之前,我们得先理清一个认知:AI落地从来不是"非黑即白"的替代,它更像一把双刃 剑,一边让部分岗位消失,一边又降低了很多行业的创业门槛。 放在以前,影视行业是资本和流量的天下,普通人连敲门的资格都没有。 不只是这两个行业,很多领域都在发生变化。以前想自己创业,得有资金、有人脉、有团 ...
Accenture and Palantir Form New AI Partnership to Accelerate Enterprise Transformation
Yahoo Finance· 2025-12-22 15:48
Accenture plc (NYSE:ACN) is included among the 13 Top Tech Stocks Paying Consistent Dividends. Accenture and Palantir Form New AI Partnership to Accelerate Enterprise Transformation Pixabay/Public Domain On December 16, Accenture plc (NYSE:ACN) and Palantir Technologies announced a new partnership called the Accenture Palantir Business Group. The goal is to speed up the rollout of advanced AI and data solutions that help global clients create value and drive growth. As part of the deal, Accenture was na ...
软件与服务- 软件能否在 2026 年重拾动能-Technology – Software & Services-Weekly Reboot – Can Software regain momentum in 2026
2025-12-22 02:31
Summary of Key Points from the Conference Call Industry Overview - **Industry Focus**: Technology – Software & Services, Payments, and IT Services in Europe [1][2][7] - **Key Themes for 2026**: The software sector is expected to regain momentum, with a focus on AI integration and its impact on customer experiences and innovation [3][4] Company-Specific Insights Accenture - **1Q26 Results**: Accenture reported results above consensus for revenue and margins, but maintained its FY26 guidance [2] - **Implication for IT Services**: These results are viewed positively for the European IT Services sector, particularly for Capgemini, which is seen as a close comparison [2] Tata Consultancy Services (TCS) - **Strategic Pivot**: TCS is focusing on a full stack of AI-led services, indicating that the enterprise AI journey is still in its early stages [5] - **Market Expansion**: AI is expected to open up new addressable markets, with TCS making necessary investments to realize this vision [5] Microsoft - **Demand and Growth**: Meetings with Microsoft executives indicate robust demand leading to durable mid-teens top-line growth and increased confidence in ROI, contributing to continued operating margin expansion [4] Financial Guidance and Projections - **Accenture**: FY26 guidance remains unchanged despite strong 1Q26 results [2] - **TCS**: Emphasis on AI-led services and investments to capture market opportunities [5] - **General IT Services**: Expected revenue growth of around 10% CAGR with an adjusted EBITDA margin of approximately 35% [18] Market Trends and Predictions - **AI Integration**: AI is no longer experimental and is driving real growth across the tech sector [3] - **Software and Payments**: The upcoming debates for 2026 highlight the importance of AI in software and the differentiation among payment companies [10] Valuation Insights - **Sector Valuation**: The valuation of the Software & Info Services sector is compared against the Eurostoxx 600, indicating a need for careful consideration of market performance [21][23] - **Company Valuations**: Specific companies like Amadeus, Dassault Systemes, and SAP are highlighted with their respective P/E ratios and growth expectations [24][26][50] Additional Considerations - **Investment Opportunities**: The report identifies potential investment opportunities within the software and IT services sectors, particularly those leveraging AI [1][5] - **Risks**: The mixed themes in the software sector suggest that while there are opportunities, there are also risks associated with market volatility and competition [1][3] This summary encapsulates the key points from the conference call, focusing on industry trends, company performance, financial guidance, and market predictions.
Infosys stock shock! Why did ADRs jump nearly 40% in minutes on NYSE? Explained
The Times Of India· 2025-12-20 09:13
Representative imageThe sudden surge pushed the American Depositary Receipts (ADRs) to a 52-week high of $30 and forced the New York Stock Exchange to halt trading due to extreme volatility, according to ET. The sharp move took place during a low-liquidity holiday session and was not linked to any new announcement from the company.Why did the rally raise eyebrows?The speed and scale of the rise caught traders off guard because there was no obvious trigger. Analysts pointed out that such extreme swings are u ...
Infosys ADRs: Here's what company said on unprecedented 40% spike, trading pause
The Economic Times· 2025-12-20 05:47
Core Viewpoint - Infosys experienced significant volatility in its American Depositary Receipts (ADRs) on the NYSE, with a notable 40% surge on December 19, 2025, leading to trading halts due to price fluctuations [1][7]. Company Performance - The Infosys ADRs reached a 52-week high of $30, ultimately settling at $20.22, reflecting an increase of $1.04 or 5.42% with trading volumes of 118.7 million shares [2][7]. - This surge marked the third consecutive day of gains for Infosys' ADRs, following a rally of over 5% on Thursday and 2.5% on Wednesday [5][7]. Industry Context - The spike in Infosys' ADRs is attributed to Accenture's strong first-quarter revenue performance, which exceeded Wall Street expectations, driven by high demand for AI-driven IT services [6][7]. - Accenture's fiscal 2026 outlook projects revenue growth of 2% to 5% in local currency, with a more specific expectation of 3% to 6% when excluding a 1% impact from its U.S. federal business [7].
Accenture plc (ACN) Announces Results For Fiscal Q1 2026, Here’s What You Need to Know
Yahoo Finance· 2025-12-19 19:52
Accenture plc (NYSE:ACN) is one of the Best Non-US Stocks to Buy According to Hedge Funds. On December 18, Accenture plc (NYSE:ACN) released results for its fiscal Q1 2026. The company grew its revenue by 6% year-over-year in USD to reach $18.74 billion, surpassing Wall Street’s estimates of $18.53 billion. Moreover, the GAAP EPS of $3.54, although down 1% year-over-year also beat market expectations by $0.12. Management attributed growth to a 4% year-over-year increase in Consulting revenue, along with ...