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<rss xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:atom="http://www.w3.org/2005/Atom" xmlns:podcast="https://podcastindex.org/namespace/1.0" xmlns:media="http://search.yahoo.com/mrss/" version="2.0"><channel><title>Beta Finch - Accenture - ACN - EN</title><link>https://betafinch.com</link><description><![CDATA[AI-powered earnings call analysis for Accenture (ACN). Two AI hosts break down quarterly results, key metrics, and market implications in digestible podcast episodes.]]></description><atom:link href="https://www.spreaker.com/show/7457587/episodes/feed" rel="self" type="application/rss+xml"/><language>en</language><category>Investing</category><copyright>2026 Beta Finch</copyright><image><url>https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/51ca6d6d02d49515a54f05841651909a.jpg</url><title>Beta Finch - Accenture - ACN - EN</title><link>https://betafinch.com</link></image><lastBuildDate>Fri, 16 Oct 2026 20:58:59 +0000</lastBuildDate><itunes:author>Beta Finch</itunes:author><itunes:owner><itunes:name>Beta Finch</itunes:name><itunes:email>contact@betafinch.com</itunes:email></itunes:owner><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/51ca6d6d02d49515a54f05841651909a.jpg"/><itunes:subtitle>AI-powered earnings call analysis for Accenture (ACN). Two AI hosts break down quarterly results, key metrics, and market implications in digestible podcast episodes.</itunes:subtitle><itunes:summary><![CDATA[AI-powered earnings call analysis for Accenture (ACN). Two AI hosts break down quarterly results, key metrics, and market implications in digestible podcast episodes.]]></itunes:summary><itunes:category text="Business"><itunes:category text="Investing"/></itunes:category><itunes:explicit>false</itunes:explicit><podcast:guid>f416ce37-f826-5eb5-a228-619af978fad5</podcast:guid><podcast:txt purpose="ai-content">true</podcast:txt><itunes:type>episodic</itunes:type><item><title>Accenture Q4 2026 Earnings Analysis</title><link>https://www.spreaker.com/episode/accenture-q4-2026-earnings-analysis--75800062</link><description><![CDATA[More earnings analysis: <a href="https://betafinch.com" rel="noopener">https://betafinch.com</a><br />──────────<br />Writing the Beta Finch podcast script for Accenture's Q4 FY2026 earnings call now.<br /><br />---<br /><br />**BETA FINCH: ACCENTURE (ACN) — Q4 FISCAL 2026 EARNINGS BREAKDOWN**<br /><br />ALEX: Welcome to Beta Finch, your AI-powered earnings breakdown. I'm Alex.<br /><br />JORDAN: And I'm Jordan. Today we're digging into Accenture's fourth quarter and full fiscal 2026 results, reported October 1st.<br /><br />ALEX: Before we get into it — quick disclaimer. This podcast is AI-generated content for educational and entertainment purposes only. Nothing we discuss should be considered investment advice. Always do your own research and consult a qualified financial advisor before making any investment decisions.<br /><br />JORDAN: Good to have that out of the way. So, Alex, Accenture — this is one of the biggest IT consulting and professional services firms on the planet, over 800,000 employees. What'd they post?<br /><br />ALEX: Strong quarter. Q4 revenue came in at $18.7 billion, up 7% in local currency, and that actually beat the top end of their own guided range. And here's the headline stat I loved: growth was 7% across every single geographic market, every industry, and both types of work — consulting and managed services. That's about as broad-based as it gets.<br /><br />JORDAN: Broad-based growth is the thing to watch for with a company this size, because it tells you it's not one lucky mega-deal propping up the number — it's systemic demand. What about bookings, because that's really the forward indicator here?<br /><br />ALEX: Bookings were $22.2 billion for the quarter, and get this — 37 clients had bookings north of $100 million. For the full year, they closed $84.5 billion in bookings with 141 clients over that $100 million threshold.<br /><br />JORDAN: That's a huge number of whale clients. And it fits the narrative management kept hammering — that their biggest relationships just keep expanding over time. They used FedEx as the case study: Accenture started by moving some applications to the cloud, and now they're embedded in FedEx's entire "One FedEx" digital transformation, plus AI fluency training across the whole workforce.<br /><br />ALEX: Right, and CEO Julie Sweet's line was basically "each success creates the opportunity for the next." That's the whole land-and-expand playbook.<br /><br />JORDAN: Let's talk profitability, because revenue growth is only half the story.<br /><br />ALEX: Operating margin for the quarter hit 15.3%, up 20 basis points year-over-year on an adjusted basis. Diluted EPS grew 9% to $3.29. And free cash flow for the quarter was $2.8 billion. For the full year, revenue was $74.2 billion, up 5% in local currency, adjusted EPS was $13.97 — up 8% — and free cash flow for the year was $11.6 billion.<br /><br />JORDAN: And shareholders did well too — they returned a record $11.5 billion in fiscal 2026, that's 38% more than the prior year, between buybacks and a dividend that was bumped up 10%.<br /><br />ALEX: Now let's get into the strategic stuff, because this is where it gets interesting. Accenture deployed $4.9 billion across 17 acquisitions this year, and they're not slowing down — they're planning roughly $5 billion more in fiscal 2027.<br /><br />JORDAN: And the acquisitions tell a story about where they think the puck is going. They closed Ookla for network intelligence analytics, Whalar — a creative and social agency — and a couple of SAP-focused deals to push deeper into mid-market Japan and the Netherlands. Plus the Cyber OT acquisitions, including Dragos, which actually got delayed into September due to regulatory timing — about $3 billion of that capital shifted from Q4 into fiscal Q1 2027.<br /><br />ALEX: The AI story is really the throughline for the whole call. They now have nearly 110,000 AI and data professionals — which actually blew past their own three-year goal of doubling that workforce from 40,000 to 80,000. And nearly 400 clients started their first "advanced AI" engagement with Accenture this fiscal year alone.<br /><br />JORDAN: What struck me in the Q&A was the Palantir question — an<br /><br />This episode includes AI-generated content.]]></description><guid isPermaLink="false">ACN-Q4-2026-en</guid><pubDate>Thu, 15 Oct 2026 04:47:15 +0000</pubDate><enclosure url="https://dts.podtrac.com/redirect.mp3/api.spreaker.com/download/episode/75800062/acn_2026_q4_ffe0a9_en.mp3" length="6949676" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/87d945e6-03bd-4c54-9eff-cbdbf23dd909/87d945e6-03bd-4c54-9eff-cbdbf23dd909.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/87d945e6-03bd-4c54-9eff-cbdbf23dd909/87d945e6-03bd-4c54-9eff-cbdbf23dd909.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/87d945e6-03bd-4c54-9eff-cbdbf23dd909/87d945e6-03bd-4c54-9eff-cbdbf23dd909.vtt" type="text/vtt" language="en"/><podcast:txt purpose="ai-content">true</podcast:txt><itunes:author>Beta Finch</itunes:author><itunes:subtitle>More earnings analysis: https://betafinch.com
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Writing the Beta Finch podcast script for Accenture's Q4 FY2026 earnings call now.

---

**BETA FINCH: ACCENTURE (ACN) — Q4 FISCAL 2026 EARNINGS BREAKDOWN**

ALEX: Welcome to Beta Finch, your...</itunes:subtitle><itunes:summary><![CDATA[More earnings analysis: <a href="https://betafinch.com" rel="noopener">https://betafinch.com</a><br />──────────<br />Writing the Beta Finch podcast script for Accenture's Q4 FY2026 earnings call now.<br /><br />---<br /><br />**BETA FINCH: ACCENTURE (ACN) — Q4 FISCAL 2026 EARNINGS BREAKDOWN**<br /><br />ALEX: Welcome to Beta Finch, your AI-powered earnings breakdown. I'm Alex.<br /><br />JORDAN: And I'm Jordan. Today we're digging into Accenture's fourth quarter and full fiscal 2026 results, reported October 1st.<br /><br />ALEX: Before we get into it — quick disclaimer. This podcast is AI-generated content for educational and entertainment purposes only. Nothing we discuss should be considered investment advice. Always do your own research and consult a qualified financial advisor before making any investment decisions.<br /><br />JORDAN: Good to have that out of the way. So, Alex, Accenture — this is one of the biggest IT consulting and professional services firms on the planet, over 800,000 employees. What'd they post?<br /><br />ALEX: Strong quarter. Q4 revenue came in at $18.7 billion, up 7% in local currency, and that actually beat the top end of their own guided range. And here's the headline stat I loved: growth was 7% across every single geographic market, every industry, and both types of work — consulting and managed services. That's about as broad-based as it gets.<br /><br />JORDAN: Broad-based growth is the thing to watch for with a company this size, because it tells you it's not one lucky mega-deal propping up the number — it's systemic demand. What about bookings, because that's really the forward indicator here?<br /><br />ALEX: Bookings were $22.2 billion for the quarter, and get this — 37 clients had bookings north of $100 million. For the full year, they closed $84.5 billion in bookings with 141 clients over that $100 million threshold.<br /><br />JORDAN: That's a huge number of whale clients. And it fits the narrative management kept hammering — that their biggest relationships just keep expanding over time. They used FedEx as the case study: Accenture started by moving some applications to the cloud, and now they're embedded in FedEx's entire "One FedEx" digital transformation, plus AI fluency training across the whole workforce.<br /><br />ALEX: Right, and CEO Julie Sweet's line was basically "each success creates the opportunity for the next." That's the whole land-and-expand playbook.<br /><br />JORDAN: Let's talk profitability, because revenue growth is only half the story.<br /><br />ALEX: Operating margin for the quarter hit 15.3%, up 20 basis points year-over-year on an adjusted basis. Diluted EPS grew 9% to $3.29. And free cash flow for the quarter was $2.8 billion. For the full year, revenue was $74.2 billion, up 5% in local currency, adjusted EPS was $13.97 — up 8% — and free cash flow for the year was $11.6 billion.<br /><br />JORDAN: And shareholders did well too — they returned a record $11.5 billion in fiscal 2026, that's 38% more than the prior year, between buybacks and a dividend that was bumped up 10%.<br /><br />ALEX: Now let's get into the strategic stuff, because this is where it gets interesting. Accenture deployed $4.9 billion across 17 acquisitions this year, and they're not slowing down — they're planning roughly $5 billion more in fiscal 2027.<br /><br />JORDAN: And the acquisitions tell a story about where they think the puck is going. They closed Ookla for network intelligence analytics, Whalar — a creative and social agency — and a couple of SAP-focused deals to push deeper into mid-market Japan and the Netherlands. Plus the Cyber OT acquisitions, including Dragos, which actually got delayed into September due to regulatory timing — about $3 billion of that capital shifted from Q4 into fiscal Q1 2027.<br /><br />ALEX: The AI story is really the throughline for the whole call. They now have nearly 110,000 AI and data professionals — which actually blew past their own...]]></itunes:summary><itunes:duration>435</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/51ca6d6d02d49515a54f05841651909a.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Coming Soon: Accenture (ACN) Earnings Analysis</title><link>https://www.spreaker.com/episode/coming-soon-accenture-acn-earnings-analysis--75739695</link><description><![CDATA[Beta Finch's AI-powered earnings call analysis for Accenture (ACN) is coming soon. Follow the show to get the first full episode as soon as Accenture reports.<br /><br />This episode includes AI-generated content.]]></description><guid isPermaLink="false">https://api.spreaker.com/episode/75739695</guid><pubDate>Tue, 13 Oct 2026 02:01:18 +0000</pubDate><enclosure url="https://dts.podtrac.com/redirect.mp3/api.spreaker.com/download/episode/75739695/coming_soon_en.mp3" length="1933104" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/2f6bee85-e65b-412f-94df-5e17258799c2/2f6bee85-e65b-412f-94df-5e17258799c2.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/2f6bee85-e65b-412f-94df-5e17258799c2/2f6bee85-e65b-412f-94df-5e17258799c2.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/2f6bee85-e65b-412f-94df-5e17258799c2/2f6bee85-e65b-412f-94df-5e17258799c2.vtt" type="text/vtt" language="en"/><podcast:txt purpose="ai-content">true</podcast:txt><itunes:author>Beta Finch</itunes:author><itunes:subtitle>Beta Finch's AI-powered earnings call analysis for Accenture (ACN) is coming soon. Follow the show to get the first full episode as soon as Accenture reports.</itunes:subtitle><itunes:summary><![CDATA[Beta Finch's AI-powered earnings call analysis for Accenture (ACN) is coming soon. Follow the show to get the first full episode as soon as Accenture reports.<br /><br />This episode includes AI-generated content.]]></itunes:summary><itunes:duration>121</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/51ca6d6d02d49515a54f05841651909a.jpg"/><itunes:episodeType>full</itunes:episodeType></item></channel></rss>
