过去五年的财务数据以及今年的业绩指引如下表所示。 埃森哲 （NYSE:ACN） 是一家高度多元化的 IT 服务公司，注册地在都柏林，但实际管理中心在美国。业务涵盖以下领域：咨询与战略、技术 服务、运营服务、行业解决方案、客户服务。 | | Revenues Change from | | | --- | --- | --- | | | (in billions) | Prior Year | | Communications, Media & Technology | $2.95 | 7% | | Financial Services | $3.32 | 15% | | Health & Public Service | $3.56 | -1% | | Products | $5.38 | 9% | | Resources | $2.39 | 8% | | Total | $17.60 | 7% | | | | | | | | Guidance | | --- | --- | --- | --- | --- | --- | --- | | ($ in millions) | FYE 8/21 | FYE 8/ ...

TOKYO--(BUSINESS WIRE)--Accenture is set to acquire Aidemy Inc., after completing a tender offer. ...

Core Insights - Tata Consultancy Services (TCS) is facing challenges in selling AI services and products, particularly in the US market, which is its largest [1][5] - The company has undergone multiple leadership changes in its AI division, indicating uncertainty in its AI strategy [2][3] - TCS is laying off 12,200 mid- to senior-level executives, representing 2% of its workforce, to prepare for future demands [2] AI Strategy and Market Position - TCS's AI business has been restructured several times in the past three years, reflecting its struggle to adapt to new technology [2][3] - The Indian AI services market is projected to be worth $17 billion by FY27, and TCS risks falling behind competitors like Accenture, which has already seen significant success in this area [3][12] - TCS's AI.Cloud business unit was established in August 2023, but it has since been split into AI & Data and Cloud units to sharpen focus [7][8] Financial Performance - TCS reported $30.18 billion in revenue for the last fiscal year, marking a growth of only 3.78%, the lowest in four years [12] - The company's stock has declined nearly 15% since the launch of ChatGPT in November 2022, and 29.3% since the beginning of the year [11] - Accenture reported $2.7 billion in revenue from Gen AI, a threefold increase from the previous fiscal year, highlighting TCS's struggle to generate similar revenue [13][15] Talent and Hiring Challenges - TCS has reduced hiring of AI engineers due to low demand, having hired around 1,000 AI engineers last fiscal year [6] - There is a noted deficit of skilled AI professionals in the market, complicating TCS's ability to expand its AI capabilities [6] Competitive Landscape - Accenture has significantly outperformed TCS in the AI space, with a rapid increase in AI professionals and successful project implementations [14][15] - TCS's challenges in AI strategy come at a time when Accenture is demonstrating strong growth and leadership in AI, emphasizing the need for TCS to adapt [13][16]

Company Overview - Deloitte LLP is planning to cut jobs in its UK business due to a sector-wide slowdown in consulting services [1] - The company is reviewing its internal services teams, with potential job eliminations in marketing and business development roles [1] Financial Performance - Deloitte's revenue for its tech consulting business decreased by 10% to £1.67 billion in 2025, attributed to clients reducing spending [6] - Overall revenue fell by 1% to £5.68 billion, down from £5.75 billion the previous year [6] - The audit and assurance business grew by 3% to £969 million, while the tax and legal unit increased by 7% to £1.34 billion [6] - The strategy, risk, and transactions business also saw a 3% increase to £901 million [6] Compensation and Employment Changes - Deloitte partners in the UK and Switzerland received an average pay raise of 4% for the financial year ending May 31, with pay rising to approximately £1.05 million from £1.01 million [2] - In contrast, rival PricewaterhouseCoopers maintained its UK partners' pay at an average of £865,000 [2] Industry Context - The consulting industry is facing a decline in demand for traditional services, exacerbated by a decrease in mergers and acquisitions and government spending cuts in the US [3] - Other firms in the industry, such as Accenture Plc and McKinsey & Co., have also reduced headcounts in response to the challenging market conditions [3] Strategic Response - Deloitte may eliminate some roles but is also considering creating new positions and relocating at-risk staff where feasible [4] - The firm underwent a major reorganization in 2024, reducing its business units from five to four [4] - Deloitte's UK senior partner noted that geopolitical and economic challenges have led clients to delay investments [4][5] - The company aims to continue transforming its operations through technology adoption and enhanced collaboration with other Deloitte member firms [5]

在9月29日的交易中，埃森哲（ACN）股价攀升3.36%，连续两天的涨幅达6.21%，展示了市场对该公司 的信心。随着财报的发布，埃森哲展示了其在推动业务增长方面的独特能力，而这正是市场反应的积极 动力之一。 来源：市场资讯 （来源：美股情报站） 与此同时，埃森哲也在进行内部的战略调整。公司启动了一项高达8.65亿美元的重组计划，以优化人才 结构和提升运营效率。尽管有大规模的裁员计划，但埃森哲也在积极招聘新的技术人才，预计到2025年 其AI和数据团队的人数将增长至7.7万人。 从行业动态来看，埃森哲在行业应用中不断探索新的AI解决方案，如在阿里云平台上开发的多种工具 和系统，为企业实现数字化赋能提供支持。此外，公司也在奢侈品、金融服务等领域展现出强劲的市场 表现，利用AI提升客户体验，这展示了其在客户关系强化中的新思路。 在投资建议上，投资者或许可以关注埃森哲在人工智能和数字转型领域的持续投入。尽管面临全球经济 的不确定性，公司的战略重塑和技术驱动型增长或能提供长期的投资价值。然而，投资者也需警惕潜在 的市场波动，确保多元化以分散风险。 埃森哲最新发布的财务报告显示，在2025财年，公司全球营业收入达到69 ...

Most of the massive surge in AI spending to date has been to build huge data centers. Much of the spending has been by just four companies: Amazon, Microsoft, Meta, and Alphabet.Tipranks.com shows stock returns from my articles have averaged over 30% over a one year period. I was the Credit Manager for a mid-sized publicly traded bank and retired early in 2013 due to success in the stock market. Despite never working in the industry, I took and passed the CFA Level 1 exam. I usually only write about stocks ...

Core Insights - Accenture plc (NYSE:ACN) is recognized as one of the 11 Best Value Dividend Stocks to buy currently [1] - The company is a global leader in professional services, focusing on consulting, technology, and outsourcing, with a workforce exceeding 800,000 [2] - Accenture's strategy includes integrating advanced technology, pursuing sustainability, and enhancing capabilities through strategic acquisitions [2][3] Company Performance - Accenture's success is attributed to its skilled workforce, technology partnerships, and commitment to sustainable practices, aiming to create 360-degree value [3] - The company has maintained a solid dividend policy, having never missed a dividend payment since 2005, and has consistently raised dividends for the past 14 years [4] - As of September 26, Accenture offers a quarterly dividend of $1.63 per share, resulting in a dividend yield of 2.73% [4]

Core Insights - Accenture reported strong Q4 FY 2025 results with revenues of $17.6 billion, a 7% year-over-year increase, and adjusted earnings of $3.03 per share, exceeding analyst expectations [2][3] - The company is undergoing significant workforce restructuring, laying off approximately 11,000 employees as part of its business optimization program, which has negatively impacted stock performance despite positive financial results [2][7] - Accenture's outlook for FY 2026 is cautious, reflecting macroeconomic uncertainties and a strategic shift towards AI-driven solutions [2][9] Operational Performance - New bookings for Q4 2025 reached $21.3 billion, a 6% increase, with consulting contributing $8.9 billion and managed services $12.4 billion [3] - Generative AI bookings increased to $1.8 billion from $1.5 billion in the previous quarter, totaling $5.9 billion for the full year, indicating strong future revenue visibility [3] Financial Performance - Accenture's top-line grew by 7% year-over-year, with consulting revenues rising 6% to $8.8 billion and managed services growing 8% to $8.8 billion [4] - The company reported a GAAP operating margin decline of 270 basis points year-over-year to 11.6%, but adjusted operating margin remained at 15.1% due to cost savings of $615 million [5][6] - At the end of FY 2025, Accenture held a cash balance of $11.5 billion and returned $8.3 billion to shareholders, including $4.6 billion in buybacks and $3.7 billion in dividends [6] Workforce Realignment - Accenture's global headcount decreased to 779,000, with ongoing layoffs expected as the company focuses on reskilling employees for AI and data-centric roles [7][8] - The company is investing in training for agentic AI tools to better align its workforce with client demands for AI-driven solutions [8] Outlook - For Q1 FY 2026, Accenture expects revenue growth of 1% to 5%, projecting revenues between $18.10 billion and $18.75 billion [9] - The company anticipates FY 2026 revenue growth of 2% to 5%, with adjusted earnings expected between $13.52 and $13.90 per share, indicating a year-over-year growth of 5% to 8% [9] - Free cash flow is projected at $9.8 billion to $10.5 billion, with a commitment to return at least $9.3 billion to shareholders [9] Conclusion - Accenture's FY 2025 results reflect resilience with solid revenue growth and cash generation, despite challenges from margin pressures and workforce restructuring [10] - The company's strategic pivot towards AI-driven solutions is seen as potentially transformative, with the success of workforce realignment being crucial for navigating near-term challenges and sustaining long-term growth [10]

Did you analyze how Accenture (ACN) fared in its international operations for the quarter ending August 2025? Given the widespread global presence of this consulting company, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities.The global economy today is deeply interlinked, making a company's engagement with international markets a critical factor in determining its financial success and growth path. It has become essential fo ...

上周，全球最大的科技咨询公司之一埃森哲（Accenture） 公布了最新财报，并对外明确了一项颇具争 议的战略： 如果员工无法掌握AI技能，那么等待他们的就是"被优化"。 这并不是一句"哗众取宠"的口号，而是埃森哲给员工下的最后通牒——随着公司全面押注AI，裁员、培 训、扩招正同时上演，AI 已经成为埃森哲最锋利的筛选器。 AI 成为"公司一切的组成部分" 在 2025 财年财报电话会上，埃森哲 CEO Julie Sweet 开门见山地指出：AI 已经成为公司"所做一切的组 成部分"。 换句话说，无论是客户咨询、内部流程，还是新业务探索，AI 都不再是"加分项"，而是"必需品"。 Julie Sweet 明确表示，公司要求员工必须在极短的时间内完成再培训和技能重塑（retrain & retool）。 如果岗位无法被 AI 赋能，或者员工无法学会 AI 技能，那么他们将不得不离开——这句话，等于埃森 哲向全球 70 多万员工发出了"AI 生存通牒"。 因此，一边是培训员工，一边是优化员工，这正是埃森哲的两手准备——从财报来看，这一战略已初见 成效： 为了推进全面 AI 化，埃森哲在员工层面采取了"两手抓"的 ...