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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Tien-Tsin Huang | JPMorgan | 15 questions · 0% challenging |
| Dave Koning | Robert W. Baird | 14 questions · 0% challenging |
| Bryan Bergin | TD Cowen | 13 questions · 8% challenging |
| Jason Kupferberg | Wells Fargo | 12 questions · 0% challenging |
| Darrin Peller | Wolfe Research | 12 questions · 8% challenging |
| James Faucette | Morgan Stanley | 11 questions · 0% challenging |
| Bryan Keane | Citigroup | 9 questions · 11% challenging |
| Jim Schneider | Goldman Sachs | 7 questions · 0% challenging |
| Keith Bachman | BMO Capital Markets | 5 questions · 0% challenging |
| Kevin McVeigh | UBS | 5 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 1 analyst | 15 questions · 0% challenging |
| Robert W. Baird | 1 analyst | 14 questions · 0% challenging |
| TD Cowen | 1 analyst | 13 questions · 8% challenging |
| Wolfe Research | 1 analyst | 12 questions · 8% challenging |
| Wells Fargo | 1 analyst | 12 questions · 0% challenging |
| Morgan Stanley | 1 analyst | 11 questions · 0% challenging |
| Citigroup | 1 analyst | 9 questions · 11% challenging |
| Goldman Sachs | 1 analyst | 7 questions · 0% challenging |
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Accenture delivered a solid but decelerating fiscal Q3, with revenue up 6% in US dollars (3% in local currency) to $18.7 billion and diluted EPS up 9% to $3.80, alongside 20 basis points of operating margin expansion to 17% and $3.6 billion of free cash flow. Growth was broad-based across geographies and types of work and the company took further market share, though an approximately $100 million Middle East conflict impact and a couple of large managed services deals slipping into FY 2027 weighed on consulting. The standout strategic move was a majority-stake acquisition of Dragos plus runZero and NetRise to build an OT cybersecurity platform ($208 million ARR growing 48%), part of a step-up to roughly $9 billion of acquisition spend this fiscal year. Management trimmed the top of its full-year local-currency revenue range to 3%-4% on macro uncertainty while raising the floor of its full-year adjusted EPS guide to $13.78-$13.90 (7%-8% growth), and flagged that more of the Q4 range is in play.
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 |
Calendar quarter Q2 2026Earnings call Jun 18, 2026
FY2026 Q3 in brief
Accenture delivered a solid but decelerating fiscal Q3, with revenue up 6% in US dollars (3% in local currency) to $18.7 billion and diluted EPS up 9% to $3.80, alongside 20 basis points of operating margin expansion to 17% and $3.6 billion of free cash flow.
Newest quarter FY2026 Q4 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Accenture (ACN), FY2026 Q3: 6/10. Scores: Accenture’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: ACN daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $17.69B | +9.0% | $3.59 | +15.8% | 16.7% | 12.9% | $870M |
| FY2025 Q2 | $16.66B | +5.4% | $2.82 | +7.2% | 13.5% | 10.7% | $2.68B |
| FY2025 Q3 | $17.73B | +7.7% | $3.49 | +14.8% | 16.8% | 12.4% | $3.52B |
| FY2025 Q4 | $17.60B | +7.3% | $2.25 | -15.4% | 11.6% | 8.0% | $3.81B |
| FY2026 Q1 | $18.74B | +6.0% | $3.54 | -1.4% | 16.8% | 11.8% | $1.51B |
| FY2026 Q2 | $18.04B | +8.3% | $2.93 | +3.9% | 13.8% | 10.3% | $3.67B |
| FY2026 Q3Selected | $18.72B | +5.6% | $3.80 | +8.9% | 17.0% | 12.5% | $3.60B |
| FY2026 Q4 | $18.68B | +6.2% | $3.29 | +46.2% | 13.8% | 10.9% | $2.85B |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
GAAP revenue YoY +5.59% → base 6. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What ACN and other companies said about each other on FY2026 Q3 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We are seeing similar momentum with Accenture, a life sciences customer, we highlighted last quarter, worked with Accenture to deploy global agentic sales entry solution and has now scaled based across 70 countries.”
UiPath cites Accenture as a go-to-market partner scaling a joint agentic sales-entry deployment to 70 countries, a positive signal for Accenture's AI-implementation services demand.
“Partners including Accenture, AWS, Anthropic, Deloitte, NVIDIA, OpenAI, and Salesforce are building specialized security agents that operate natively on Falcon data.”
Accenture is named among AgentWorks ecosystem partners building specialized security agents on CrowdStrike's Falcon platform.
“Accenture Edge will also include seamless integration with Accenture's joint venture with Microsoft, Avanade.”
Accenture's new mid-market business will integrate with Avanade, its Microsoft joint venture serving Microsoft Platform Services.
“Dragos, which is the anchor of our strategy, has strong ecosystem relationships with our top ecosystem partners, including AWS, CrowdStrike, Microsoft, Palo Alto, and ServiceNow, which we will leverage to scale.”
Dragos brings ecosystem relationships with Accenture's top security and cloud partners that Accenture intends to leverage to scale its OT security platform.
“Whalar, a leading creator and social agency in the Americas.”
Accenture acquired Whalar, a creator and social agency in the Americas, expanding its marketing capabilities.
“our recently announced acquisitions of Alfahealth, a service-led digital health platform in Italy”
Accenture acquired Alfahealth, a service-led digital health platform in Italy, to add capabilities in a strategic growth area.
“NetRise, a leader in device security.”
Accenture is acquiring NetRise to add device security to its OT cybersecurity platform.
“all of runZero, a leading vulnerability and exposure assessment firm”
Accenture is acquiring runZero to add vulnerability and exposure assessment capability to its OT security platform.
“we are acquiring a majority stake in Dragos, a leading platform for operational technology or OT, cybersecurity”
Accenture is acquiring a majority stake in Dragos as the anchor of a new OT security platform business.
“Banco Bradesco, one of Brazil's largest financial institutions, is another great example of delivering tangible ROI from AI.”
Banco Bradesco built a unified vehicle-financing platform with Accenture, growing its portfolio 7.3% quarter-over-quarter.
“Cox Communications, the largest private broadband company in the U.S., worked with us to drive growth and efficiency across marketing, sales, and service.”
Cox Communications worked with Accenture on an AI engine that lifted lead accuracy and conversion across marketing, sales and service.
“A great example is BT Group, one of our U.K. clients where our long-standing relationship is expanding into a new AI partnership for BT Business, the division which provides the connectivity backbone for U.K. businesses and public services.”
BT Group is expanding its Accenture relationship into a new AI partnership embedding AIOps and autonomous agents across BT Business operations.
“A global leader in personal care and home fragrance, Bath & Body Works is one of America's most iconic retail brands.”
Bath & Body Works is expanding a managed-services partnership with Accenture to consolidate operations with agentic AI embedded.
“We are working with McDonald's, one of the world's most iconic restaurant brands, serving more than 70 million customers every day as we support key elements of their ongoing transformation.”
McDonald's is an Accenture client undergoing enterprise transformation focused on finance, people modernization and customer loyalty.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ACN Accenture | 6 | +5.6% | |
| APLD Applied Digital Corp. | 8 | +580.7% | |
| BBAI BigBear.ai Holdings, Inc. | 7 | +13.2% | |
| BR Broadridge Financial Solutions | 7 | +7.6% | |
| CDW CDW | 7 | +10.0% | |
| CTSH Cognizant | 6 | +4.5% | |
| EPAM EPAM Systems | 6 | +4.5% | |
| FIS Fidelity National Information Services | 5 | +29.1% | |
| FISV Fiserv, Inc. | 1 | -4.1% | |
| IBM International Business Machines Corporation | 4 | +1.1% | |
| IREN IREN Limited | 2 | -26.8% | |
| IT Gartner | 9 | -0.6% | |
| JKHY Jack Henry & Associates | 6 | +4.7% | |
| LDOS Leidos | 6 | +7.2% |