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CLAIM #3866 · Accenture plc (ACN) · 2026Q2 earnings call · Mar 19, 2026 · due Sep 30, 2026

we haven't seen -- at our clients, and we haven't seen anything yet being impacted by the war. But obviously, there is a big uncertainty because of the war, but we're very confident based on the information we have right now on what we see for the next 2 quarters.

Julie Sweet · CEO

CANNOT_DETERMINE
resolved by a revision, graded at the moved level · official band 5 percent
Committed
we're very confident based on the information we have right now on what we see for the next 2 quarters
Reported
we do think that there will be more impact in Q4, which is why we're saying that more of the range is in play

How to check this claim

Look at: Company revenue growth for the next two fiscal quarters versus company-issued guidance at the time of this statement

It came true if: Actual revenue for each of the next 2 quarters falls within (or above) the guided range given, with no guidance-cited war-related client impact disclosed

Where: Quarterly earnings release / income statement and management commentary on subsequent earnings calls

In context

, when automation really came in. And so we would expect to continue to believe that disconnecting, and that's what's baked into our guidance. Darrin Peller: Okay. All right. Just one more quick one is on visibility. Just sitting where we are today versus perhaps this time last year, how do you think about your visibility and confidence in the remainder of this year and even the next 12 months, just given all the conversations? Are there any more uncertainties in clients now given AI or anything else for that matter, that geopolitics, et cetera? Julie T. Sweet: Well, what I would just say is that, obviously, there's a lot of uncertainty right now in the environment, which we're not baking into our guidance. But our guidance reflects our confidence in what we are seeing at the account, and we haven't seen -- at our clients, and we haven't seen anything yet being impacted by the war. But obviously, there is a big uncertainty because of the war, but we're very confident based on the information we have right now on what we see for the next 2 quarters. Angie Park: And that's why we were able to bring the bottom up of our guide and what we see is the large deals layering in. And the second is the anniversary of AFS, so we have visibility to that. Operator: Our next question today comes from Bryan Bergin at TD Cowen. Bryan Bergin: I wanted to ask about some of the emerging and, I guess, evolving delivery model. So, as we think about AI increasingly in the future, to what extent does the broader GSI and tech consulting model need to pivot to an FTE model? You had an interesting announcement yesterday with Microsoft. Just curious, like if we fast forward a few years, is the majority of tech service implementation likely to be in an FTE model or just more so a mix? And near term, any important financial considerations as you lean into this m

Verify independently

SEC filings for ACN · Claim quote is verbatim from the 2026Q2 earnings call.