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Accenture(ACN) - 2025 Q4 - Earnings Call Presentation

Financial Performance - Q4 FY25 - Total revenues reached $176 billion, a 45% increase in local currency and 7% in USD[4] - Adjusted earnings per share (EPS) increased by 9% to $303, excluding business optimization impacts[6] - Adjusted operating margin increased by 10 bps to 151%, excluding business optimization impacts[7] Financial Performance - Full Year FY25 - Total revenues reached $697 billion, a 7% increase in both local currency and USD[13] - Adjusted earnings per share (EPS) increased by 8% to $1293, excluding business optimization impacts[13] - Adjusted operating margin increased by 10 bps to 156%, excluding business optimization impacts[14] - Free cash flow was $109 billion[15] Strategic Priorities & Growth Areas - Cloud revenue reached approximately $39 billion with 12% growth[17] - Industry X revenue reached $9 billion with 10% growth[17] - Security revenue reached $10 billion with 16% growth[17] - GenAI bookings almost doubled to $59 billion, and revenues tripled to $27 billion[22, 31] Returning Value to Shareholders - Dividends paid totaled $37 billion, or $592 per share, a 15% increase over the fiscal year 2024 quarterly dividend rate[15] - Share repurchases amounted to $46 billion[21] - The company plans to return at least $93 billion of cash to shareholders in FY26, a 12% or $1 billion increase compared to FY25[25] FY26 Outlook - Revenue growth in local currency is projected to be between 2% and 5%[23] - Adjusted earnings per share are expected to be between $1352 and $1390, a 5% to 8% increase over FY25[23]