Accenture(US:ACN) 3 6 Ke·2025-09-29 08:18Core Insights - Accenture has issued a clear ultimatum to its employees: those who cannot master AI skills will face "optimization" or layoffs, as the company fully commits to AI integration [1][3][4] AI as a Fundamental Component - AI is now considered an essential part of everything the company does, including client consulting, internal processes, and new business exploration [2][3] - Employees are required to undergo rapid retraining and skill transformation to remain relevant within the organization [3] Employee Strategy - Accenture is implementing a dual strategy of large-scale training and decisive layoffs: - 550,000 employees have already been trained in foundational generative AI skills, with a global push for AI application courses [4] - Employees unable to transition quickly will be let go, with a focus on those for whom retraining is not feasible [4] - The company has initiated an $865 million business optimization plan to cover severance and related costs, with a workforce reduction of over 11,000 employees in the past three months [4][5] Talent Expansion - Despite layoffs, Accenture is significantly expanding its AI talent pool, planning to increase the number of AI and data professionals from 40,000 in 2023 to 77,000 by 2025 [5] Financial Performance - The company's revenue for fiscal year 2025 is projected at $69.7 billion, reflecting a 7% year-over-year increase [6] - Accenture's net profit stands at $7.8 billion, a 5% increase, with generative AI and intelligent agent revenue reaching $2.7 billion, tripling from the previous year [10] Strategic Focus - The core strategy revolves around skill enhancement, balancing employee training with the need to optimize the workforce [6] - Accenture views AI not just as a technological trend but as a significant revenue driver, with increasing demand from clients for advanced AI implementation [7][8] Industry Implications - Accenture's aggressive approach may signal a broader industry trend where more companies will prioritize AI as a central element of workforce restructuring and business transformation [9]