Accenture, a professional services company whose fiscal year ends August 31, reported USD 5.9 billion in generative AI new bookings for fiscal 2025, up from USD 3 billion in fiscal 2024. Its fiscal 2026 results release, dated October 1, 2026, gave no generative AI figure at all, so the clearest public record of how large the AI business is stops with the 2025 numbers.
Key takeaways
- Generative AI new bookings were USD 3 billion in fiscal 2024 and USD 5.9 billion in fiscal 2025, measured as signed work, not recognized revenue.
- Total new bookings were USD 81.2 billion in fiscal 2024, USD 80.62 billion in fiscal 2025, and USD 84.54 billion in fiscal 2026.
- In June 2023 the company announced USD 3 billion over three years for its Data and AI practice, with a target of 80,000 AI professionals.
- In the fourth quarter of fiscal 2025 it recorded USD 615 million of business optimization costs, mostly severance and asset impairments, tied to a talent strategy that includes exiting people who cannot be reskilled.
What the company is
Accenture provides consulting, technology, and outsourcing services to large organizations. The releases describe services work for organizations, not a consumer AI product. The earnings release for fiscal 2026 describes about 814,000 employees, up from about 779,000 in the fiscal 2025 release. Because most of that work is billed as services, the company's reports count bookings (contracts signed) and revenue (work delivered), and the two are not the same.
The 2023 investment announcement
On June 13, 2023, Accenture announced it would invest USD 3 billion over three years in its Data and AI practice. The plan included growing the practice to 80,000 AI professionals through hiring, acquisitions, and training. It was an announced commitment, not a reported spending figure.
What the earnings releases report
The fiscal 2025 results release, published September 25, 2025 and filed with the US Securities and Exchange Commission, is the last of the three to state a generative AI figure: USD 1.8 billion for the fourth quarter and USD 5.9 billion for the year. The fiscal 2024 release, dated September 26, 2024, gave USD 1 billion for the quarter and USD 3 billion for the year. The fiscal 2026 release, dated October 1, 2026, mentions AI only in the company description and in its risk-factor language, which refers to "advanced AI" and warns that AI investments could fail to deliver expected benefits.
The reason for dropping the line is not stated in the release. Possible explanations are guesses, and none is offered here.
The numbers side by side
| Fiscal year (ends August 31) | Revenue | New bookings | Generative AI new bookings | AI share of bookings (illustrative) |
|---|---|---|---|---|
| 2024 | USD 64.9 billion | USD 81.2 billion | USD 3 billion | about 3.7 percent |
| 2025 | USD 69.7 billion | USD 80.62 billion | USD 5.9 billion | about 7.3 percent |
| 2026 | USD 74.18 billion | USD 84.54 billion | not reported in the release | not available |
The last column is a simple division of two reported figures, shown as an illustrative calculation. It treats the company's "generative AI" label as defined by the company, which does not publish a detailed definition in these releases.
Workforce changes
The fiscal 2025 release describes a talent strategy with "upskilling people" as its primary focus, while "exiting people in a compressed timeline where reskilling is not a viable path." It reports a business optimization charge of USD 615 million in the fourth quarter, of which USD 344 million was employee severance and USD 271 million asset impairments, and the fiscal 2026 release reports USD 307.5 million of such costs for fiscal 2026. Headcount still rose over the period, from about 779,000 to about 814,000 according to the two releases. The filings do not say how many roles changed because of AI specifically.
Reading company AI figures with care
- Bookings can be recognized as revenue over several years, so USD 5.9 billion in bookings is not USD 5.9 billion of revenue in one year.
- A company chooses its own definition of "generative AI work," and that definition can change.
- Releases are written by the company and carry forward-looking statements; the risk sections are the place to read about downsides.
- A metric that disappears from a release limits comparison across years.
This article reports public filings and is not investment advice, a forecast, or an endorsement of any company.
FAQ
Does Accenture make its own AI model?
The filings reviewed here describe services work with clients and do not describe a consumer AI product. Claims about proprietary tools were not verified and are left out.
How much money does Accenture earn from AI?
Revenue from AI is not stated in the releases checked. Only new bookings were reported, USD 3 billion in fiscal 2024 and USD 5.9 billion in fiscal 2025.
Where is the fiscal 2026 AI figure?
The October 1, 2026 release contains none. Some call transcripts and commentary discuss AI, but those are secondary and were not used for figures.
Is Accenture replacing employees with AI?
The filings show severance charges and a stated policy of exiting people who cannot be reskilled for needed skills, while total headcount grew. They do not attribute specific job losses to AI.
Related reading
- Deloitte's AI Institute
- What trustworthy AI means
- How AI systems get built
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More in AI Tools and Industry.
Last verified: October 2026
Sources
- Accenture Reports Fourth-Quarter and Full-Year Fiscal 2026 Results, Form 8-K exhibit, Accenture plc, October 1, 2026
- Accenture Reports Fourth-Quarter and Full-Year Fiscal 2025 Results, Form 8-K exhibit, Accenture plc, September 25, 2025
- Accenture Reports Fourth-Quarter and Full-Year Fiscal 2024 Results, Form 8-K exhibit, Accenture plc, September 26, 2024
- Accenture to invest USD 3 billion in AI to accelerate clients' reinvention, Accenture newsroom, June 13, 2023