以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。

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Accenture

55 atoms · 跨 14 天 · 首见 2026-04-15 · 最近 2026-06-23

三色: 🟦 fact 45 · 🟥 take 10 · stance ▲10/▼12/◆5

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 55

时态: fresh:51 · aging:3 · stale:1

标签: 好数字:44 · 好观点:6 · 好信源:5 · 好思考:2

🟨 AI 综合 · junior analyst 概览

展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)

model: deepseek-chat · 2026-07-12 · 默认折叠

Accenture 股价创单日最大跌幅，盘前一度跌14% ¹ ¹。营收减速和book-to-bill动态是直接原因 ¹ ¹，且AI威胁传统咨询需求 ¹。bookings已对全球服务公司发出警示信号 ¹，年内股价收益-52% ¹。但管理层坚持看好Fortune 1000市场扩张 ¹，现金流和增长仍正面 ¹。公司豪掷41.8亿美元收购Dragos多数股权及runZero、NetRise ¹，并与ServiceNow联手对抗OpenAI与Anthropic的新合资公司 ¹。现在股息收益率已与AT&T;相同 ¹。

🧭 拥挤度 (一人一票): ▲ 4 位作者 (KOL4) vs ▼ 2 位作者 (KOL2)

📄 广泛报道的事实 · 1 个

展开 (多人转述同一事实/数字 — 确认度高, **非独立观点**, 不标多空)

股价单日跌幅 — 2 源报道 (含2快讯) · X

💢 核心分歧 (4 轴)

1. 营收 miss vs 管理层坚守增长展望

*topic: 营收/业绩指引 · 1 bull vs 2 bear*

🟢 bullish 侧:

<a id="atom-e90d026a69558de8"></a>2026-06-18 X·@goodalexander · 现金流和增长仍正面 · 现金流/营收
cash flow and growth are actually still positive
tags: 好观点 · → daily
📷 原图

🔴 bearish 侧:

<a id="atom-bf93b903887bdf3c"></a>2026-06-18 X·@FirstSquawk · 营收不及预期 · 营收
REVENUE MISSES ESTIMATES
tags: 好数字 · → daily
value: qty=misses estimates · date=2026-06-18
<a id="atom-b5fc62f9b8d30580"></a>2026-06-18 X·@goodalexander · 营收减速 · 营收
revenue deceleration
tags: 好数字 · → daily
📷 原图

展开 1 条中性

<a id="atom-1e4b5905d45fac47"></a>2026-06-18 X·@FirstSquawk · FY26 增长展望 · 业绩指引
ACCENTURE BEATS ON PROFITS BUT MISSES REVENUE ESTIMATES; MAINTAINS FY26 GROWTH OUTLOOK OF 3%-4%.
tags: 好数字 · → daily
value: qty=3%-4% · date=FY26

2. GenAI 订单激增 vs 传统咨询需求被侵蚀

*topic: 订单需求/竞争格局 · 1 bull vs 2 bear*

🟢 bullish 侧:

<a id="atom-e31504e886e41b52"></a>2026-06-05 X·@tanayj · GenAI per quarter bookings · 订单需求
Accenture is doing over $2B in GenAI bookings per quarter now
tags: 好数字 · → daily
value: qty=>$2B · date=per quarter
📷 原图

🔴 bearish 侧:

<a id="atom-27f13d29316cb163"></a>2026-06-18 X·@wallstengine · Q3 bookings YoY growth · 订单需求
Q3 bookings fell 2% YoY to $19.3B
tags: 好数字 · → daily
value: qty=-2% · date=Q3 YoY
📷 原图
<a id="atom-f14905ac241ba2ad"></a>2026-06-23 X·@TheSixFiveMedia · bookings 发出警示信号 · 订单需求
Accenture's bookings just flashed a warning sign for every global services firm.
tags: 好观点 · → daily

展开 1 条中性

<a id="atom-221c210a97b32bf8"></a>2026-05-14 X·@KingDW1210 · 日常做法类似 FDE · 竞争格局/IT服务
My impression is that this is exactly what Accenture and all the other IT services companies do every day
tags: 好观点 · → daily

3. 62%回购加码 vs 股价腰斩的信任危机

*topic: 回购分红/股价变动/价格动态 · 3 bull vs 7 bear*

🟢 bullish 侧:

<a id="atom-5e850be8f5d56587"></a>2026-06-23 X·@FirstSquawk · FY 2026 share repurchase program change · 回购分红
ACCENTURE SIGNIFICANTLY INCREASES FY 2026 SHARE REPURCHASE PROGRAM BY $2B
tags: 好数字 · → daily
value: qty=+$2B · date=FY 2026
<a id="atom-e9e95e5832d6c814"></a>2026-06-23 X·@wallstengine · FY26 share repurchase plan increase · 回购分红 +同日1条
Accenture $ACN increased its FY26 share repurchase plan by $2B, bringing total planned buybacks to $7.5B, up 62% YoY.
tags: 好数字 · → daily
value: qty=$2B · date=FY26
📷 原图

🔴 bearish 侧:

<a id="atom-a69c1747c217c0f5"></a>2026-06-18 X·@goodalexander · 股价盘前跌 14% · 价格动态
Accenture stock is down 14% pre market on revenue deceleration / book to bill dynamics
tags: 好数字 · → daily
value: qty=-14% · direction=down
📷 原图
<a id="atom-114b679cb5a23091"></a>2026-06-18 X·@zerohedge ⭐ · 股价单日跌幅 · 价格动态 +同日1条
ACCENTURE SHARES SINK 19% IN BIGGEST ONE-DAY DROP ON RECORD
tags: 好数字·好信源 · → daily
value: qty=19% · date=2026-06-18
<a id="atom-b7c046762c6bd1ab"></a>2026-06-18 X·@FirstSquawk · 股价单日跌幅 · 价格动态
ACCENTURE SHARES SINK 19% IN BIGGEST ONE-DAY DROP ON RECORD
tags: 好数字 · → daily
value: qty=-19% · date=2026-06-18
<a id="atom-414e0fc677632013"></a>2026-06-18 X·@bearlyai · 单日股价跌幅 · 股价变动 +同日1条
Accenture fell 17% today after it reported weaker revenue forecasts due to impact of AI on software services.
tags: 好数字 · → daily
value: qty=17% · date=2026-06-18
[图: 主要IT咨询与服务公司（如埃森哲、印孚瑟斯、塔塔咨询等）的一年期股价下跌数据面板 — ACN(埃森哲)一年跌幅: -58.23%; INFY(印孚瑟斯)一年跌幅: -42.65%; TCS(塔塔咨询)一年跌幅: -35.65%; CTSH(高光谱)一年跌幅: -44.78%; BAH(博思艾伦)一年跌幅: -34.94%]
📷 原图
<a id="atom-6035690ca98357a8"></a>2026-06-18 X·@WallStreetMav · 股价下跌幅度 · 价格动态
The stock is down 50% so far this year
tags: 好数字 · → daily
value: qty=50% · date=2026-06-18
📷 原图

4. ServiceNow联盟进攻 vs 被FDE夹击的竞争位

*topic: 合作客户/竞争格局 · 3 bull vs 1 bear*

🟢 bullish 侧:

<a id="atom-3d618da9a8ddd5eb"></a>2026-04-22 X·@wallstengine · backing GOOGL Cloud · 合作客户
backing from McKinsey, BCG, Deloitte and Accenture
tags: 好信源 · → daily
📷 原图
<a id="atom-f84d98c25933d3bc"></a>2026-05-06 X·@matt_slotnick [老化中] · 与ServiceNow合作 · 合作客户
ServiceNow and Accenture team up to square off against OpenAI and Anthropic's new FDE JVs
tags: 好观点 · → daily
<a id="atom-eda4946266a0b474"></a>2026-05-18 X·@Vvsotnikov [老旧] · 对生成自制训练数据的帮助 · 合作客户
I think having Accenture on board definitely helps with cooking more homemade tokens though
tags: 好观点 · → daily
value: direction=positive

🔴 bearish 侧:

<a id="atom-ad94fdb553a7adef"></a>2026-06-18 X·@zerohedge · 需求影响原因 · 竞争格局
As AI Threatens Consulting Demand
tags: 好观点 · → daily
value: direction=threatens consulting demand

🟦 客观事实 (facts) (19)

<a id="atom-e9dc56e752f2b5f5"></a>🟦 2026-06-18 X·@Techmeme ⭐ · 收购 Dragos 多数股权 + runZero 和 NetRise 全部股权 · 并购
Accenture says it will buy a majority stake in Dragos and fully acquire runZero and NetRise in a combined deal for the cybersecurity startups valued at $4.18B
tags: 好数字·好信源 · → daily
value: qty=$4.18B · date=2026-06-18
<a id="atom-114b679cb5a23091"></a>🟦 2026-06-18 X·@zerohedge ⭐ · 股价单日跌幅 · 价格动态
ACCENTURE SHARES SINK 19% IN BIGGEST ONE-DAY DROP ON RECORD
tags: 好数字·好信源 · → daily
value: qty=19% · date=2026-06-18
<a id="atom-6f73caaa63e021e1"></a>🟦 2026-06-18 X·@zerohedge · 股价跌幅 · 价格动态
Accenture Crashes Most On Record
tags: 好数字 · → daily
value: qty=most on record
<a id="atom-acc78b33d3458f0e"></a>🟦 2026-04-15 X·@AIStockSavvy · invests in · 融资
Accenture Ventures invests in General Robotics
tags: 好数字 · → daily
value: qty= · date=
<a id="atom-0f617d06466317ef"></a>🟦 2026-06-23 X·@fiscal_ai · YTD股票收益率 · 价格动态
Accenture: -52%
tags: 好数字 · → daily
value: qty=-52% · date=2026年初至今
[图: IT咨询行业主要公司（Infosys、Gartner、埃森哲、EPAM）2026年年初至今（YTD）的股票收益率走势对比图 — EPAM累计变动: -61.8%; ACN (埃森哲) 累计变动: -52.2%; IT (Gartner) 累计变动: -46.2%; INFY (Infosys) 累计变动: -40.7%]
📷 原图
<a id="atom-3f444d8a8ed1a233"></a>🟦 2026-06-20 X·@fiscal_ai · 股息收益率与AT&T相同 · 回购分红
Accenture now offers the same dividend yield as AT&T.
tags: 好数字 · → daily
value: qty=同等股息收益率 · date=2026-06-20
📷 原图
<a id="atom-a69c1747c217c0f5"></a>🟦 2026-06-18 X·@goodalexander · 股价盘前跌 14% · 价格动态
Accenture stock is down 14% pre market on revenue deceleration / book to bill dynamics
tags: 好数字 · → daily
value: qty=-14% · direction=down
📷 原图
<a id="atom-b5fc62f9b8d30580"></a>🟦 2026-06-18 X·@goodalexander · 营收减速 · 营收
revenue deceleration
tags: 好数字 · → daily
📷 原图
<a id="atom-35438a92d4b3820e"></a>🟦 2026-06-18 X·@goodalexander · 员工数 798,000 且在增长 · 人事变动
they have 798,000 employees and that # is up
tags: 好数字 · → daily
value: qty=798,000 · direction=up
📷 原图
<a id="atom-860d8e276f369f93"></a>🟦 2026-06-18 X·@BenBajarin · stock plunge · 价格动态/仓位情绪
Not going to call the death of services/ISVs, but on the back of Accenture's stock plunge
tags: 好信源 · → daily
value: direction=down
📷 原图
<a id="atom-414e0fc677632013"></a>🟦 2026-06-18 X·@bearlyai · 单日股价跌幅 · 股价变动
Accenture fell 17% today after it reported weaker revenue forecasts due to impact of AI on software services.
tags: 好数字 · → daily
value: qty=17% · date=2026-06-18
[图: 主要IT咨询与服务公司（如埃森哲、印孚瑟斯、塔塔咨询等）的一年期股价下跌数据面板 — ACN(埃森哲)一年跌幅: -58.23%; INFY(印孚瑟斯)一年跌幅: -42.65%; TCS(塔塔咨询)一年跌幅: -35.65%; CTSH(高光谱)一年跌幅: -44.78%; BAH(博思艾伦)一年跌幅: -34.94%]
📷 原图
<a id="atom-c01e42ecaee0a1ef"></a>🟦 2026-06-18 X·@bearlyai · 一年股价跌幅 · 股价变动
ACN(埃森哲)一年跌幅: -58.23%
tags: 好数字 · → daily
value: qty=-58.23% · date=2025-06-18 to 2026-06-18
[图: 主要IT咨询与服务公司（如埃森哲、印孚瑟斯、塔塔咨询等）的一年期股价下跌数据面板 — ACN(埃森哲)一年跌幅: -58.23%; INFY(印孚瑟斯)一年跌幅: -42.65%; TCS(塔塔咨询)一年跌幅: -35.65%; CTSH(高光谱)一年跌幅: -44.78%; BAH(博思艾伦)一年跌幅: -34.94%]
📷 原图
<a id="atom-6035690ca98357a8"></a>🟦 2026-06-18 X·@WallStreetMav · 股价下跌幅度 · 价格动态
The stock is down 50% so far this year
tags: 好数字 · → daily
value: qty=50% · date=2026-06-18
📷 原图
<a id="atom-e31504e886e41b52"></a>🟦 2026-06-05 X·@tanayj · GenAI per quarter bookings · 订单需求
Accenture is doing over $2B in GenAI bookings per quarter now
tags: 好数字 · → daily
value: qty=>$2B · date=per quarter
📷 原图
<a id="atom-e6dc34b16a897779"></a>🟦 2026-05-13 X·@HighyieldHarry · 员工数 · 人事数据
@HighyieldHarry: Everyone loves the “Docusign has 250,000 employees” bit but can we talk about how the hell Accenture has 786,000 employees?
tags: 好数字 · → daily
value: qty=786,000
<a id="atom-053a802d46e92b3a"></a>🟦 2026-04-29 X·@WSTAnalystApe · Copilot部署规模 · 订单需求
Accenture：200 席試點 → 2 萬 → 20 萬 → 74萬全員覆蓋
tags: 好数字 · → daily
value: date=2026-04-30 · qty=74万全员覆盖
📷 原图
<a id="atom-3023cec586dd95cf"></a>🟦 2026-04-28 X·@WSTAnalystApe · Copilot 员工采用数量 · AI采用率
2026年：74萬人（100% 滲透率）
tags: 好数字 · → daily
value: qty=743.0K · date=2026
[图: Accenture 员工使用 Copilot 的企业 AI 采用曲线图 — 2023年: 0.5K; 2024年: 20.0K; 2025年: 200.0K; 2026年: 743.0K]
📷 原图
<a id="atom-27f00ea4616df046"></a>🟦 2026-04-27 X·@mweinbach · employee headcount · 人事规模
I also had no clue Accenture had over 740k employees
tags: 好数字 · → daily
value: qty=over 740000
<a id="atom-54d60fda2ddb7671"></a>🟦 2026-05-21 X·@TheRegister · 获得UK Post Office Horizon替换合同 · 合同
Years after UK Post Office scandal broke, Accenture and OneView Commerce bag contract to replace Horizon
tags: 好信源 · → daily

🟥 多头 takes (bullish) (4)

<a id="atom-2afe3e1fa48a6d6e"></a>🟥 2026-06-18 X·@TrungTPhan · 管理层对 Fortune 1000 市场扩张的预测 · 客户扩张/市场份额
theyll expand to fortune 1000
tags: 好思考 · → daily
value: date=未来
📷 原图
<a id="atom-e90d026a69558de8"></a>🟥 2026-06-18 X·@goodalexander · 现金流和增长仍正面 · 现金流/营收
cash flow and growth are actually still positive
tags: 好观点 · → daily
📷 原图
<a id="atom-eda4946266a0b474"></a>🟥 2026-05-18 X·@Vvsotnikov [老旧] · 对生成自制训练数据的帮助 · 合作客户
I think having Accenture on board definitely helps with cooking more homemade tokens though
tags: 好观点 · → daily
value: direction=positive
<a id="atom-f84d98c25933d3bc"></a>🟥 2026-05-06 X·@matt_slotnick [老化中] · 与ServiceNow合作 · 合作客户
ServiceNow and Accenture team up to square off against OpenAI and Anthropic's new FDE JVs
tags: 好观点 · → daily

🟥 空头 takes (bearish) (2)

<a id="atom-ad94fdb553a7adef"></a>🟥 2026-06-18 X·@zerohedge · 需求影响原因 · 竞争格局
As AI Threatens Consulting Demand
tags: 好观点 · → daily
value: direction=threatens consulting demand
<a id="atom-f14905ac241ba2ad"></a>🟥 2026-06-23 X·@TheSixFiveMedia · bookings 发出警示信号 · 订单需求
Accenture's bookings just flashed a warning sign for every global services firm.
tags: 好观点 · → daily

🟥 中性 takes (neutral) (3)

<a id="atom-50640360b3ebfd31"></a>🟥 2026-06-18 X·@ChemStat66667 [老化中] · PER · 估值
PER10倍、配当利回り5%ってちょっと前の日本株じゃないんだから…
tags: 好数字 · → daily
value: qty=10倍
[图: アクセンチュア（ACN）の四半期ごとの売上高、営業利益、および営業利益率の推移を示す業績チャート — 売上・営業利益上限: 20,000百万ドル; 営業利益率上限: 18%; 期間: 2019年1Q〜2026年3Q]
📷 原图
<a id="atom-f80e2a110324c155"></a>🟥 2026-06-18 X·@ChemStat66667 [老化中] · 配当利回り · 估值
PER10倍、配当利回り5%ってちょっと前の日本株じゃないんだから…
tags: 好数字 · → daily
value: qty=5%
[图: アクセンチュア（ACN）の四半期ごとの売上高、営業利益、および営業利益率の推移を示す業績チャート — 売上・営業利益上限: 20,000百万ドル; 営業利益率上限: 18%; 期間: 2019年1Q〜2026年3Q]
📷 原图
<a id="atom-221c210a97b32bf8"></a>🟥 2026-05-14 X·@KingDW1210 · 日常做法类似 FDE · 竞争格局/IT服务
My impression is that this is exactly what Accenture and all the other IT services companies do every day
tags: 好观点 · → daily

🟦 新闻流 (squawk · 27)

展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)

<a id="atom-5e850be8f5d56587"></a>🟦 2026-06-23 X·@FirstSquawk · FY 2026 share repurchase program change · 回购分红
ACCENTURE SIGNIFICANTLY INCREASES FY 2026 SHARE REPURCHASE PROGRAM BY $2B
tags: 好数字 · → daily
value: qty=+$2B · date=FY 2026
<a id="atom-e9e95e5832d6c814"></a>🟦 2026-06-23 X·@wallstengine · FY26 share repurchase plan increase · 回购分红
Accenture $ACN increased its FY26 share repurchase plan by $2B, bringing total planned buybacks to $7.5B, up 62% YoY.
tags: 好数字 · → daily
value: qty=$2B · date=FY26
📷 原图
<a id="atom-72b21e3deb121a6d"></a>🟦 2026-06-23 X·@wallstengine · Q4 expected repurchases · 回购分红
The added $2B is incremental to the $300M already planned for the current quarter, lifting expected Q4 repurchases to $2.3B.
tags: 好数字 · → daily
value: qty=$2.3B · date=Q4 FY26
📷 原图
<a id="atom-1799ebb38d79fdff"></a>🟥 2026-06-23 X·@wallstengine · CEO statement on share price · 管理层表态
CEO Julie Sweet said the current share price does not reflect Accenture’s position or business fundamentals.
tags: 好思考 · → daily
📷 原图
<a id="atom-a669001d2a4bfa0b"></a>🟦 2026-06-18 X·@wallstengine · earnings scheduled before open · 财报
06:40: Accenture $ACN
tags: 好数字 · → daily
<a id="atom-34e4e5ac806394e8"></a>🟦 2026-06-18 X·@FirstSquawk · Q3 revenue · 财报/营收
ACCENTURE Q3 REVENUE USD 18,700 MILLION VS ESTIMATE USD 18,745 MILLION
tags: 好数字 · → daily
value: qty=$18,700 million · date=Q3
<a id="atom-49ceec9e59485a16"></a>🟦 2026-06-18 X·@FirstSquawk · FY adjusted EPS outlook · 业绩指引/盈利能力
OUTLOOK FY ADJUSTED EPS USD 13.78-13.9 VS ESTIMATE USD 13.8
tags: 好数字 · → daily
value: qty=$13.78-13.9 · date=FY
<a id="atom-80053e5def453e29"></a>🟦 2026-06-18 X·@FirstSquawk · FY EPS outlook · 业绩指引/盈利能力
OUTLOOK FY EPS USD 13.38-13.5
tags: 好数字 · → daily
value: qty=$13.38-13.5 · date=FY
<a id="atom-f8cebbc7a4a84a16"></a>🟦 2026-06-18 X·@FirstSquawk · FY revenue growth outlook · 业绩指引/营收
OUTLOOK FY REVENUE GROWTH 3-4%
tags: 好数字 · → daily
value: qty=3-4% · date=FY
<a id="atom-59a0d7ea5712a7f5"></a>🟦 2026-06-18 X·@FirstSquawk · Q3 EPS · 财报/盈利能力
Q3 EPS USD 3.8
tags: 好数字 · → daily
value: qty=$3.8 · date=Q3
<a id="atom-db5efc4810224232"></a>🟦 2026-06-18 X·@FirstSquawk · FY local currency revenue growth outlook · 业绩指引/营收
EXPECTS FY REVENUE GROWTH TO BE 3% TO 4% IN LOCAL CURRENCY
tags: 好数字 · → daily
value: qty=3-4% · date=FY
<a id="atom-bf784ccfb422349e"></a>🟦 2026-06-18 X·@wallstengine · 网络安全投资规模 · 并购
Accenture $ACN is making a $4.175B cybersecurity push.
tags: 好数字 · → daily
value: qty=$4.175B
<a id="atom-536340e38e80c428"></a>🟦 2026-06-18 X·@wallstengine · 收购Dragos股权比例 · 并购
The company will buy a majority stake in Dragos and 100% of runZero and NetRise
tags: 好数字 · → daily
value: qty=majority
<a id="atom-a31758cb5e396fbd"></a>🟦 2026-06-18 X·@wallstengine · 收购runZero股权比例 · 并购
The company will buy a majority stake in Dragos and 100% of runZero and NetRise
tags: 好数字 · → daily
value: qty=100%
<a id="atom-e307007a22c70d21"></a>🟦 2026-06-18 X·@wallstengine · 收购NetRise股权比例 · 并购
The company will buy a majority stake in Dragos and 100% of runZero and NetRise
tags: 好数字 · → daily
value: qty=100%
<a id="atom-403bcb8cdb8f1d72"></a>🟦 2026-06-18 X·@wallstengine · 被收购组合ARR · 营收
Combined ARR is estimated at $208M, up 53% YoY.
tags: 好数字 · → daily
value: qty=$208M · date=2026-06-18
<a id="atom-fb2d57cc6a6762ed"></a>🟦 2026-06-18 X·@wallstengine · 被收购组合ARR增长率 · 营收
Combined ARR is estimated at $208M, up 53% YoY.
tags: 好数字 · → daily
value: qty=53% · direction=up
<a id="atom-bf93b903887bdf3c"></a>🟦 2026-06-18 X·@FirstSquawk · 营收不及预期 · 营收
REVENUE MISSES ESTIMATES
tags: 好数字 · → daily
value: qty=misses estimates · date=2026-06-18
<a id="atom-1e4b5905d45fac47"></a>🟦 2026-06-18 X·@FirstSquawk · FY26 增长展望 · 业绩指引
ACCENTURE BEATS ON PROFITS BUT MISSES REVENUE ESTIMATES; MAINTAINS FY26 GROWTH OUTLOOK OF 3%-4%.
tags: 好数字 · → daily
value: qty=3%-4% · date=FY26
<a id="atom-7e3741c4b6387df0"></a>🟦 2026-06-18 X·@wallstengine · Q4 revenue guidance · 业绩指引/营收
Q4 revenue guided to $17.75B-$18.4B
tags: 好数字 · → daily
value: qty=$17.75B-$18.4B · date=Q4
📷 原图
<a id="atom-e030c944226652c4"></a>🟦 2026-06-18 X·@wallstengine · Q4 revenue consensus · 业绩指引/营收
Q4 revenue consensus $18.47B
tags: 好数字 · → daily
value: qty=$18.47B · date=Q4
📷 原图
<a id="atom-e82e0aeeac52db90"></a>🟦 2026-06-18 X·@wallstengine · Q3 bookings · 订单需求/营收
Q3 bookings $19.3B
tags: 好数字 · → daily
value: qty=$19.3B · date=Q3
📷 原图
<a id="atom-27f13d29316cb163"></a>🟦 2026-06-18 X·@wallstengine · Q3 bookings YoY growth · 订单需求
Q3 bookings fell 2% YoY to $19.3B
tags: 好数字 · → daily
value: qty=-2% · date=Q3 YoY
📷 原图
<a id="atom-dba9a71ee00f2c9c"></a>🟦 2026-06-18 X·@wallstengine · FY revenue growth guidance · 业绩指引/营收
Accenture expects FY revenue growth of 3%-4% in local currency
tags: 好数字 · → daily
value: qty=3%-4% · date=FY
📷 原图
<a id="atom-468a1b2b2f1a95f5"></a>🟦 2026-06-18 X·@wallstengine · FY adjusted EPS guidance · 业绩指引/盈利能力
Accenture guided adjusted EPS of $13.78-$13.90
tags: 好数字 · → daily
value: qty=$13.78-$13.90 · date=FY
📷 原图
<a id="atom-b7c046762c6bd1ab"></a>🟦 2026-06-18 X·@FirstSquawk · 股价单日跌幅 · 价格动态
ACCENTURE SHARES SINK 19% IN BIGGEST ONE-DAY DROP ON RECORD
tags: 好数字 · → daily
value: qty=-19% · date=2026-06-18
<a id="atom-3d618da9a8ddd5eb"></a>🟦 2026-04-22 X·@wallstengine · backing GOOGL Cloud · 合作客户
backing from McKinsey, BCG, Deloitte and Accenture
tags: 好信源 · → daily
📷 原图

⏱ 时间轴 (近 20)

🟦 2026-06-23 · fact · FY 2026 share repurchase program change · → daily
🟦 2026-06-23 · fact · FY26 share repurchase plan increase · → daily
🟦 2026-06-23 · fact · Q4 expected repurchases · → daily
🟥 2026-06-23 · narrative · CEO statement on share price · → daily
🟦 2026-06-23 · fact · YTD股票收益率 · → daily
🟥 2026-06-23 · narrative · bookings 发出警示信号 · → daily
🟦 2026-06-20 · fact · 股息收益率与AT&T相同 · → daily
🟦 2026-06-18 · fact · earnings scheduled before open · → daily
🟦 2026-06-18 · fact · Q3 revenue · → daily
🟦 2026-06-18 · fact · FY adjusted EPS outlook · → daily
🟦 2026-06-18 · fact · FY EPS outlook · → daily
🟦 2026-06-18 · fact · FY revenue growth outlook · → daily
🟦 2026-06-18 · fact · Q3 EPS · → daily
🟦 2026-06-18 · fact · FY local currency revenue growth outlook · → daily
🟦 2026-06-18 · fact · 网络安全投资规模 · → daily
🟦 2026-06-18 · fact · 收购Dragos股权比例 · → daily
🟦 2026-06-18 · fact · 收购runZero股权比例 · → daily
🟦 2026-06-18 · fact · 收购NetRise股权比例 · → daily
🟦 2026-06-18 · fact · 被收购组合ARR · → daily
🟦 2026-06-18 · fact · 被收购组合ARR增长率 · → daily

📊 板块级信号 · Enterprises (15)

*以下是 Enterprises 板块的信号 (Accenture 是成员), 非直接针对 Accenture — 供板块上下文参考*

展开板块信号

🟦▼ 2026-04-28 [twitter] · fraction without systematic AI misbehavior detection
nearly 1 in 3 enterprises has no systematic way to detect a misbehaving AI model until damage is already done.
🟥▼ 2026-05-31 [twitter] · AI 预算成本控制动机
CFOs will be going into shock over AI budgets this year and people are going to be motivated to find cost savings very s
🟦▼ 2026-04-25 [twitter] · AI 模型异常检测能力
And nearly 1 in 3 enterprises has no systematic way to detect a misbehaving AI model until damage is already done.
🟥▲ 2026-06-28 [twitter] · can host Chinese models under their own GPUs so it’s still compliant a
They can host Chinese models under their own GPUs so it’s still compliant and they would argue they have more control.
🟥▲ 2026-06-28 [twitter] · will post train with their own data on top of Chinese models to build
they will post train with their own data on top of Chinese models. That’s how they build data moat.
🟥▼ 2026-06-28 [twitter] · will not trust anthropic due to data retention for safety concerns
They will not trust anthropic who will retain their data at any time for “safety” concerns like how they did with Fable
🟥▼ 2026-06-25 [twitter] · moving off cloud
enterprises are moving off the cloud
🟥▲ 2026-06-25 [twitter] · acquiring compute
enterprises are...acquiring compute

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