Sentiment · FY2026 Q3
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Accenture is a great example. They're reinventing HR and recruiting at scale, using our AI solutions to elevate the employee and candidate experience, while driving improvements in productivity, speed and agility.”
Accenture is both a large Workday AI customer and a design partner, signaling aggressive internal adoption of agentic HR tools.
“Accenture is our launch partner with AWS helping AWS customers leave their legacy SIEM for Falcon NextGen SIEM on AWS.”
Accenture is the launch SI partner for the CrowdStrike-AWS NextGen SIEM offering, migrating AWS customers off legacy SIEMs.
“Heavily invested with Accenture, Deloitte, PwC, and other global partners, to really ensure that we also jointly partner with them”
Accenture is among the global SI partners co-selling and co-deploying Salesforce's agentic enterprise solutions.
“Selecting Accenture transform how we deliver select shared services globally as we accelerate the deployment of AI throughout the organization.”
Estée Lauder selected Accenture for a strategic enterprise business services agreement to run shared services and accelerate AI deployment.
“Accenture, Bristol-Myers Squibb, EY Global and the U.K.'s Tax and Payments and Customs Authority all purchased over 15,000 seats this quarter”
Accenture purchased over 15,000 Microsoft 365 Copilot seats in the quarter, a large enterprise adoption signal.
“Accenture is using Agentforce Sales Coach, which provides personalized coaching and recommendations for sales teams, which is expected to lead to higher win rates.”
Accenture, also a Salesforce implementation partner, is itself using Agentforce Sales Coach internally and is expected to see higher sales win rates.
“We also see that in our partner ecosystem like Accenture. They are the masters actually to meet demand, much more so even than Veeva, right? And they can do that scale.”
Veeva praises implementation partner Accenture's ability to flex consulting capacity to meet demand for Vault CRM migrations, calling their scale-matching even stronger than Veeva's own.
“the fact that our engineers can implement it versus having to hire Accenture to come and do the work is a big differentiator”
CHRW contrasts its in-house engineering build model against hiring consultants like Accenture, implying it avoids external systems-integrator spend, a mild negative read-through for consulting demand from firms like Accenture.
“we outsource to Accenture. I'll give you an example there. And they're doing an incredible, you know, job in terms of reinventing themselves in their ability to, you know, create agent large language models.”
Accenture is AIG's back-office outsourcing partner, building agentic LLM capabilities with shared savings, a read-through for Accenture's GenAI-driven BPO business.
“Accenture launched a new business group with 30,000 professionals trained on NVIDIA AI technology to help facilitate this global build-out. Additionally, Accenture with over 770,000 employees is leveraging NVIDIA-powered Agentic AI applications internally, including in one case that cuts manual steps in marketing campaigns by 25% to 35%.”
Accenture built a 30,000-person NVIDIA AI practice and is deploying NVIDIA agentic AI internally, a substantial enterprise AI services commitment.
“In the quarter, Accenture chose Agentforce's streamlined sales operations and enhanced bid management for its 52,000 global sellers. By integrating sales coach and custom AI agents, Agentforce is improving deal quality and targeting a 75% boost in bid coverage.”
Accenture deployed Agentforce across its 52,000-person global sales force, targeting a 75% boost in bid coverage, a measurable internal productivity bet for Accenture.
“HP and Accenture are collaborating on a new agent AI solution for procurement, powered by Accenture AI Refinery, with our private cloud AI offering.”
HPE and Accenture are co-developing an agentic AI procurement solution powered by Accenture AI Refinery, to be deployed across HPE's own sourcing and category-management functions.
“Piraeus Bank S.A., a major bank in Greece, partnered with us to set up a central AI hub to be their primary execution arm”
Greek bank Piraeus engaged Accenture to stand up a central AI hub as its primary AI execution arm, with an option to transfer in-house later.
“Radisson Hotel Group, a global hospitality company, is a clear example of marketing and commerce reinvention.”
Radisson is an Accenture client; Accenture modernized its data foundation and deployed Agentic AI commerce, helping triple Radisson's direct-booking share.
“We acquired Orlade Group, a French capital projects firm, which expands our presence in the energy, utilities, rail and aerospace sectors”
Accenture acquired French capital-projects firm Orlade Group to expand in energy, utilities, rail and aerospace, including energy infrastructure for AI.
“We acquired a 65% stake in DLB Associates, a data center engineering and consulting firm with high double-digit growth.”
Accenture took a 65% stake in data-center engineering firm DLB Associates, targeting AI-driven data-center infrastructure demand.
“We also acquired CyberCX, a leader in cybersecurity in Australia”
Accenture acquired Australian cybersecurity leader CyberCX as part of its AI-enablers investment theme.
“we announced the acquisition of Ookla, a global leader in network intelligence, competitive benchmarking and customer experience analytics.”
Accenture is acquiring Ookla (430 employees, $231M CY2025 revenue, 8% growth) for its network dataset and subscription/licensing model, accretive to margins.
“we closed the acquisition of Faculty, a leading U.K.-based AI native services company with the decision intelligence product business”
Accenture acquired UK-based AI firm Faculty for its decision-intelligence product, expanding into non-FTE AI revenue.
“how we are partnering with the Estée Lauder Companies, a global prestige beauty company, to advance its new one operating ecosystem”
Estée Lauder is an Accenture client, engaging Accenture to build a new operating ecosystem and apply AI/automation across its end-to-end value chain.
“with SAP, Palantir and Accenture on stage saying we're going to develop those products. They're really not developed yet at scale in any way, but we're working together”
Accenture is the #1 partner to major ERP ecosystems including SAP and is jointly developing new products with SAP and Palantir; addresses concerns that AI-accelerated SAP migrations shrink SI work.
“we were at AIPCon Palantir's conference with SAP, Palantir and Accenture on stage saying we're going to develop those products.”
Accenture names Palantir an emerging ecosystem partner, acquiring capability to accelerate Palantir-based work and appearing jointly with Palantir and SAP to co-develop products.
“we are partnering with Bristol Myers Squibb, a global biopharmaceutical leader, to transform how therapies move from discovery to market”
Bristol Myers Squibb is an Accenture client embedding AI at scale to accelerate drug discovery-to-market.
“our partnership with Virgin Media O2, one of The UK's leading telecom providers”
Virgin Media O2 is an Accenture client whose customer-experience transformation drove a 35% NPS increase in some areas and same-day resolution to nearly 90%.
Accenture posted record bookings of $22.1 billion in Q2 with 41 clients exceeding $100 million, as revenue grew 4% in local currency at the top of the FX-adjusted guided range. Management raised full-year revenue guidance to 3-5% local currency growth and increased the acquisition deployment target from $3 billion to $5 billion, signaling confidence in scaling through inorganic expansion. EPS of $2.93 grew 4% year-over-year while broad-based deal momentum continued across industries.
Demand | Cloud & AI | Revenue Growth | Competitive Dynamics | Margin | Pricing | Labor Market | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 8 | 2 | 4 | 4 | 1 | 1 | 3 | 3 |
| 2025Q2 | 7 | 4 | 6 | 2 | 3 | 3 | 1 | 3 |
| 2025Q3 | 6 | 3 | 5 | 1 | 2 | 1 | 3 | 1 |
| 2025Q4 | 1 | 6 | 2 | 1 | 1 | 2 | 3 | |
| 2026Q1 | 4 | 8 | 3 | 3 | 2 | 4 | 2 | 1 |
| 2026Q2 | 4 | 9 | 3 | 2 | 2 | 2 | 1 | 1 |
| 2026Q3 | 6 | 2 | 3 | 2 | 4 | 1 | 1 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Demand | 8 | 7 | 6 | 1 | 4 | 4 | 6 |
| Cloud & AI | 2 | 4 | 3 | 6 | 8 | 9 | 2 |
| Revenue Growth | 4 | 6 | 5 | 2 | 3 | 3 | 3 |
| Competitive Dynamics | 4 | 2 | 1 | 1 | 3 | 2 | 2 |
| Margin | 1 | 3 | 2 | 1 | 2 | 2 | 4 |
| Pricing | 1 | 3 | 1 | 2 | 4 | 2 | 1 |
| Labor Market | 3 | 1 | 3 | 3 | 2 | 1 | |
| Macroeconomic | 3 | 3 | 1 | 1 | 1 | 1 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Tien-Tsin Huang | JPMorgan | 14 (7%) |
| Dave Koning | Robert W. Baird | 13 (0%) |
| Bryan Bergin | TD Cowen | 12 (8%) |
| Jim Faucette | Morgan Stanley | 11 (0%) |
| Jason Kupferberg | Wells Fargo | 11 (0%) |
| Darrin Peller | Wolfe Research | 11 (0%) |
| Bryan Keane | Citigroup | 8 (13%) |
| Jim Schneider | Goldman Sachs | 6 (0%) |
| Kevin McVeigh | UBS | 5 (0%) |
| Keith Bachman | BMO Capital Markets | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 1 | 14 (7%) |
| Robert W. Baird | 1 | 13 (0%) |
| TD Cowen | 1 | 12 (8%) |
| Wolfe Research | 1 |
| 11 (0%) |
| Morgan Stanley | 1 | 11 (0%) |
| Wells Fargo | 1 | 11 (0%) |
| Citigroup | 1 | 8 (13%) |
| Goldman Sachs | 1 | 6 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ACN Accenture | 6 | +5.6% | |
| BR Broadridge Financial Solutions | 8 | +7.8% | |
| CDW CDW | 8 | +9.3% | |
| CTSH Cognizant | 8 | +5.8% | |
| EPAM EPAM Systems | 8 | +7.6% | |
| FIS Fidelity National Information Services | 7 | +30.1% | |
| FISV Fiserv, Inc. | 3 | -2.0% | |
| IBM International Business Machines Corporation | 8 | +9.5% | |
| IT Gartner | 8 | +2.0% | |
| JKHY Jack Henry & Associates | 8 | +8.7% | |
| LDOS Leidos | 7 | +3.6% |