Toh scene aisa hai, Accenture ne latest quarter (Q2 FY2026) mein record breaking bookings ki hain, jo ki $22.1 billion hai. Ye pichhle saal se 6% zyada hai, aur iske peeche sabse bada reason hai AI mein lagaaya gaya paisa aur bade deals. 41 deals toh $100 million se bhi upar ki thi! Revenue bhi $18.0 billion raha, jo unki guidance ke hisaab se bilkul match karta hai. Company ne toh saal bhar ka revenue forecast bhi 3% se 5% tak badha diya hai. CEO Julie Sweet ne bhi bola hai ki AI se company ki market share badh rahi hai.
Toh stock gira kyun?
Jab numbers itne acche hain, toh stock kyun 30% neeche aa gaya? Asal mein, investors thode nervous hain. Economy ka future clear nahi dikh raha, aur AI mein competition bhi badh raha hai. Clients bhi bade IT projects ko lekar zyada soch-samajh kar kharch kar rahe hain. Isiliye, results acche hone ke baad bhi market ne stock ko thandi response di.
AI Mein Accenture Ka Jalwa!
Accenture AI mein kaafi paisa laga raha hai, aur uska fayda bhi mil raha hai. Isse woh Indian IT firms jaise TCS, Infosys, Wipro, aur HCLTech ke liye competition aur tough bana raha hai. Gartner ke hisaab se, 2026 mein AI spending 44% badhkar $2.52 trillion tak pahunch jayegi.
Kuch Aur Baatein
Company acquisition par bhi ab $5 billion tak kharch karne ka plan bana rahi hai. Lekin haan, US Department of Justice unke Accenture Federal Services ko lekar ek investigation bhi kar raha hai, jiska pata nahi abhi kya hoga.
Accenture ne saal bhar ke liye free cash flow ka guidance bhi badha kar $10.8 billion se $11.5 billion kar diya hai. Toh overall, company operational toh mazboot hai, par market future ko lekar thoda cautious hai.