Accenture plc
ACNQ4 2023(ACN Q1 FY2024)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$1.1B
AI Revenue (Q)
$360.6M
Total Revenue (Q)
$18.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2024 (ended Nov 2023) revenue was $16,224M. No AI revenue disclosed in 10-Q. GenAI implementation engagements are accelerating as enterprises move from pilot to production. Accenture's GenAI practice is growing rapidly but from a small base relative to $16B+ quarterly revenue. The filing mentions 'business optimization costs' of $139,664K, suggesting restructuring to align with new capabilities including AI. Conservative estimate of 2.0%. Math: $16,224M x 2.0% = ~$324M.
Analyzed by claude-opus-4-6
Quoted Figures
Revenues $16,224,303 thousand for three months ended November 30, 2023
10-Q, Consolidated Income Statements
AI Products Identified (Ring 1)
GenAI consulting & implementationAI/ML advisoryAI strategyData & AI platform services
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Digital transformation consultingCloud migration servicesSystems integrationManaged services
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix