latest major news on Accenture (ACN) as of November 2025

 

📰 Key Recent Developments

1. Strong FY 2025 Financial Results

   • Accenture reported $69.7 billion in revenue for fiscal 2025, a 7% increase year over year. Accenture Newsroom+2Yahoo Finance+2

   • New bookings for the year reached $80.6 billion, with $5.9 billion coming from generative AI projects. Accenture Newsroom

   • Adjusted EPS for the full year was $12.93, up ~8%. Accenture Newsroom

   • Free cash flow for FY25 came to $10.9 billion, up significantly from prior year. GuruFocus+1

2. Restructuring to Align with AI Strategy

   • The company announced a $865 million restructuring plan over six months. Reuters

   • These costs include severance, divestitures, and reallocation of resources toward upskilling and AI. Reuters+1

   • Despite the cuts, Accenture is still hiring in key areas to support its AI-led transformation. Business Insider

3. Workforce Transformation

   • Accenture is trimming roles it deems non-viable for its AI future, focusing heavily on training and reskilling. Business Insider

   • The company says it has trained 550,000+ employees in generative AI fundamentals. Business Insider

   • Their AI/data specialist workforce is reported to be 77,000 strong. GuruFocus

4. Q3 FY 2025 Results & Outlook

   • For the third quarter, Accenture posted $17.7 billion in revenue, up 8% YoY. Business Wire+1

   • EPS was $3.49, up 15%. Business Wire

   • Generative AI bookings in the quarter were $1.5 billion. Business Wire

   • The company raised its full-year 2025 revenue growth guidance to 6–7% in local currency. Stock Titan

5. Government Spending Risks

   • Accenture’s federal-services business is under pressure: contract reviews and spending cuts are affecting its sales. Investing.com India+1

   • CEO Julie Sweet called out slower procurement actions in the U.S. government, tying this to impacts on their revenue. Investopedia

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💡 Key Themes / Take-Aways

• AI Is Central: Accenture is clearly betting heavily on AI — generative AI bookings, headcount, restructuring — it’s a core part of its future.

• Short-Term Pain, Long-Term Play: The restructuring (with big severance) suggests costs now, but they’re being redirected into growth areas (training + AI).

• Resilient Revenue, but Risky Bookings: Revenue is growing, but bookings dipped, particularly in non-AI or traditional consulting lines.

• Cash Generation: Very strong free cash flow suggests Accenture has the financial flexibility to make bold moves.

• Regulatory / Macro Risk: Dependence on government contracts could be a drag if public spending doesn’t pick up or if procurement slows.