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Rankings/ACN/Q3 2023 Analysis

Accenture plc

ACN
Q3 2023(ACN Q4 FY2023)Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$799.9M
AI Revenue (Q)
$270.4M
Total Revenue (Q)
$18.0B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.gov

Analysis

Q4 FY2023 (ended Aug 2023). The FY2023 10-K describes Accenture as 'one of the world's leaders in helping drive change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI.' However, no AI revenue is quantified anywhere in the 10-K. Segments are geographic (North America, Europe, Growth Markets). FY2023 total revenue was approximately $64.1B (from 10-K: NI $6,872M on EPS $10.90); Q4 implied ~$16.0B. GenAI engagements beginning to convert from strategy to implementation. Math: ~$16,000M x 1.5% = ~$240M.
Analyzed by claude-opus-4-6

Quoted Figures

We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional expertise and global delivery capability.
10-K FY2023, Item 1 Business Overview
Net income attributable to Accenture plc $6,871,557 for fiscal 2023
10-K FY2023, Consolidated Income Statements

AI Products Identified (Ring 1)

GenAI advisoryAI/ML consultingAI strategy & implementationData & 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