埃森哲第一季度财报预览：该公司会继续乘着人工智能浪潮吗

Accenture (NYSE:ACN) will report its first quarter results for fiscal 2025 on December 19, and investors will keep an eye on its outlook, while seeing if the firm can continue to benefit amid the AI wave. 

The consensus EPS Estimate is $3.42 (+4.6% Y/Y) and the consensus Revenue Estimate is $17.13B (+5.7% Y/Y).

The firm has been investing heavily in AI capabilities. Earlier in October, Nvidia (NVDA) and Accenture (ACN) expanded their partnership focused on artificial intelligence, including the creation of a new Accenture division, Nvidia Business Group.

Traders will also hope to learn more about Accenture's (ACN) plans for more investment into AI technology, and its merger and acquisition plans for 2025. 

"I am cautious about starting a position due to uncertainties in AI investments and lackluster M&A-driven top-line growth, maintaining a hold rating," SA analyst Gytis Zizys said. 

"Despite potential revenue catalysts from AI, current margin performance is weak, and the M&A strategy has not significantly boosted top-line growth, justifying my hold rating," Zizys added. 

I do believe that the company is going to continue its aggressive M&A strategy in 2025 and beyond, with a big focus on AI and related companies, Zizys said. 

Last quarter, Accenture's (ACN) fiscal fourth quarter results beat expectations and the forecast for the first quarter of fiscal 2025 revenue was seen above estimates.

The Irish company had noted that generative AI new bookings were $1B for the fourth quarter.

SA analyst, Ricardo Fernandez, however, sees some issues for the company, which include hiring challenges, potential overpayment for acquisitions, and the impact of AI cannibalization on existing business.

"Accenture has seen weak performance recently, despite its strong historical record, due to slow growth and reallocation of IT budgets towards AI," Fernandez added. 

Over the last 2 years, ACN has beaten EPS estimates 75% of the time and has beaten revenue estimates 63% of the time.

Over the last 3 months, EPS estimates have seen 14 upward revisions and 4 downward. Revenue estimates have seen 12 upward revisions and 0 downward.

Shares in the company were up 1.5% since the start of the year. 

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