Accenture plc
ACNQ4 2025(ACN Q1 FY2026)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$3.5B
AI Revenue (Q)
$902.2M
Total Revenue (Q)
$18.0B
Source: SEC EDGAR 10-Q Filing
Browse 10-Q filings on SEC.govAnalysis
Q1 FY2026 (ended Nov 2025) revenue was $18,742M, up 6% YoY. No AI revenue disclosed. The company took $307,541K in 'business optimization costs' (restructuring), and completed $307M in acquisitions. Remaining performance obligations grew to ~$35B. Revenue growth and RPO growth suggest AI demand is a meaningful contributor. However, Accenture remains fundamentally an IT services firm where the vast majority of revenue comes from traditional consulting, systems integration, and outsourcing. Even at scale, AI-specific work is likely 5% or less of total revenue. Math: $18,742M x 5.0% = ~$937M.
Analyzed by claude-opus-4-6
Quoted Figures
Revenues $18,742,125 thousand for three months ended November 30, 2025
10-Q, Consolidated Income Statements
Business optimization costs $307,541 thousand
10-Q, Consolidated Income Statements
We had remaining performance obligations of approximately $35 billion and $34 billion as of November 30, 2025 and August 31, 2025, respectively.
10-Q, Note 2 Revenues
AI Products Identified (Ring 1)
GenAI consulting & implementationAI strategy advisoryAgentic AI servicesData & AI platform servicesAI-powered managed servicesAI Navigator for Enterprise
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 servicesIndustry XSong
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix