CLAIM #3785 · Accenture plc (ACN) · 2025Q3 earnings call · Jun 20, 2025 · due Aug 31, 2025
“The Gen AI demand continues to be very, very strong. And now it's getting big enough that it's going to fluctuate a little bit, right?”
Julie Sweet · CEO
In context
“Right? We introduced our strategy to be the reinvention partner of choice. And since that quarter, we have had nearly $400 million or more bookings in a quarter since that quarter, which is our proxy for reinvention. And so what you're seeing is the benefits of the agility that we have built into our model from diversification from client relations built over decades and very importantly, our ability to change fast. Operator: And our next question today comes from David Koning with Baird. David Koning: Good job. And I guess my first question, Gen AI bookings remain very strong, but sequentially grew a little slower than in some previous quarters. I'm just wondering kind of the the backdrop of Gen AI demand relative to other types of projects in the current environment? Julie T. Sweet: The Gen AI demand continues to be very, very strong. And now it's getting big enough that it's going to fluctuate a little bit, right? But you'll see it even as we went through a lot of examples today, Gen AI is just being more and more embedded into everything we do. David Koning: Yes. Okay. And then I guess just a numbers question. Secondly, pace of acquisitions, a lot slower this year than last year, obviously. Still the 3% or a little over 3% guide for this year's contribution. Is that intact? And then maybe what could we expect maybe into next year based on a little slower pace of acquisitions this year? Angie Park: David, and thanks for the question. I'll start here. I do want just to ground us on the fact that our acquisition strategy remains exactly the same. We've been doing acquisitions to scale and expand our capabilities now for over a decade. And what's really important is the discipline that we use, r”
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SEC filings for ACN ↗ · Claim quote is verbatim from the 2025Q3 earnings call.