Dive Brief:
- Accenture touted substantial gains in its AI business and surging demand for data modernization services, during a Q4 2025 earnings call Thursday.
- “Our data business is on fire,” CEO Julie Sweet said during the call. “One out of every two projects in Gen AI, agentic AI and physical AI now has significant data pull-through.” The firm also folded five formerly discrete business units together under the banner of reinvention services, finalizing the reorganization earlier this month, Sweet said Thursday.
- The professional services firm saw generative and agentic AI revenues triple and bookings nearly double year over year, yielding $2.7 billion and $5.9 billion respectively, in the 12 months ending Aug. 31. The company’s total revenue on the year grew 7% to nearly $70 billion, split almost equally between consulting and managed services, according to the earnings release.
Dive Insight:
Accenture moved to consolidate its business around large-scale digital transformation projects in June, as enterprises struggled to extract a return on growing investments in generative AI technologies.
“The model, as we fully roll it out, will make it faster and simpler to sell and deliver everything Accenture offers, and to rotate our offerings to embed more AI and data and equip our people,” Sweet said, noting that nearly 80% of the company’s large deals encompass multiple services.
Accenture remains focused on alleviating an AI talent shortage plaguing enterprise customers. Nearly two-thirds of executives surveyed by the firm earlier this year said their organization’s generative AI plans were hindered by a lack of in-house skills.
“There is a huge difference between how we're all using AI in our individual lives, that is incredibly easy, and what it takes to use it in an enterprise,” Sweet said. “The opportunity for AI is at the intersection of business strategy and tech and org readiness.”
The company began building out its AI talent pool prior to the recent organizational change. Accenture poured $1 billion into a skill-building platform for its enterprise customers and moved to acquire learning platform Udacity in March 2024. Five months later, S&P Global leaned on Accenture to upskill 35,000 employees in AI as part of a broader partnership between the two companies.
As enterprise talent demands increased, Accenture nearly doubled its staff of AI and data professionals to 77,000 in two years, according to Sweet. Over 550,000 of the company’s "reinventors" are now trained in generative AI fundamentals, she added.
Modernizing infrastructure and shoring up foundational technologies to support AI adoption is also high on the list of enterprise priorities.
“We're still in the thick of cloud, ERP and security modernization,” Sweet said. “Data preparedness is nascent, and many companies grapple with fragmented processes and siloed organizations.”
