Accenture reaches a record 141 quarterly bookings of $100m or more, but its results give no separate AI figure

Accenture, the consulting and IT services firm, reported its fiscal fourth quarter on 1 October in a results release filed with the SEC.

New bookings in the quarter were $22.2bn, up 4% in US dollars and 5% in local currency. Revenue was $18.7bn, up 6% in dollars and 7% in local currency. For the full fiscal year, bookings were $84.5bn and revenue $74.2bn. The company bought back $7.5bn of stock and paid $4.0bn in dividends.

Chief executive Julie Sweet said the company “returned a record $11.5 billion to shareholders and reached a new high of 141 quarterly client bookings of $100 million or more.”

For fiscal 2027 Accenture expects revenue growth of 3% to 6% in local currency, GAAP diluted earnings per share of $14.39 to $14.81, and at least $9.5bn returned to shareholders.

Press headlines said the record bookings eased fears about AI. The release itself, read twice, gives no separate figure for generative-AI or advanced-AI bookings or revenue, so how much of the quarter was AI work is not visible from here. A reported share jump on the day was seen only in a search result and is not repeated.

• Confirmed Q4 fiscal 2026 new bookings $22.2bn (+4% USD, +5% local currency); revenue $18.7bn (+6% USD, +7% local currency). Accenture (SEC filing)
• Confirmed A record 141 quarterly client bookings of $100m or more, and a record $11.5bn returned to shareholders in fiscal 2026. Accenture (SEC filing)
• Confirmed Fiscal 2027 outlook: 3% to 6% revenue growth in local currency, GAAP diluted EPS of $14.39 to $14.81, at least $9.5bn returned; no separate AI bookings or revenue figure is given. Accenture (SEC filing)