埃森哲在人工智慧需求的推動下，第一季營收超出預期，並調高 25 財年指引

這家 IT 諮詢巨頭的業績超出了華爾街的收入預期，原因是對其服務的需求不斷增長，以幫助客戶將人工智慧驅動的工具整合到他們的營運中。

IT consulting giant Accenture outperformed Wall Street revenue estimates on Thursday, boosted by increasing demand for its services to help clients integrate AI into their operations.

IT諮詢巨頭埃森哲週四的業績超出了華爾街的收入預期，這得益於對其幫助客戶將人工智慧融入其營運的服務的需求不斷增加。

Accenture’s revenue rose 10% to $16.04 billion in the first quarter ended Nov. 30, beating analysts’ estimates of $15.73 billion, according to Refinitiv data.

Refinitiv 數據顯示，截至 11 月 30 日的第一季度，埃森哲營收成長 10%，達到 160.4 億美元，超過分析師預期的 157.3 億美元。

Earnings per share (EPS) reached $3.59, up 16% from $3.10 in the same quarter last year and surpassing analysts’ expectations of $3.42.

每股盈餘 (EPS) 達到 3.59 美元，較去年同期的 3.10 美元成長 16%，超過分析師預期的 3.42 美元。

Accenture’s product revenue hit $5.43 billion, reflecting a 12% year-over-year (YoY) increase, while its health and public service segment generated $3.81 billion in revenue, up 13%.

埃森哲的產品收入達到 54.3 億美元，年增 12%，而其健康和公共服務部門的收入為 38.1 億美元，成長 13%。

GAAP operating margin improved by 90 basis points to 16.7%, and operating cash flow more than doubled to $1.02 billion, compared to $498.6 million in the previous year.

GAAP 營運利潤率提高了 90 個基點，達到 16.7%，營運現金流增加了一倍多，達到 10.2 億美元，而前一年為 4.986 億美元。

“Our strategy to lead reinvention for clients while continuing to invest in our business has given us a strong start to fiscal 2025,” said Julie Sweet, Chair and CEO of Accenture.

埃森哲董事長兼執行長 Julie Sweet 表示：“我們在繼續投資業務的同時引領客戶重塑的策略為我們 2025 財年提供了良好的開端。”

Accenture’s new bookings for Q1 reached $18.7 billion, including 30 client contracts over $100 million. The company’s focus on generative AI was a key factor, with $1.2 billion in new bookings related to this technology.

埃森哲第一季新訂單達到187億美元，其中包括30份價值超過1億美元的客戶合約。該公司對生成式人工智慧的關注是一個關鍵因素，與該技術相關的新訂單金額達 12 億美元。

Looking ahead, Accenture raised its revenue growth guidance for FY25 to 4-7% in local currency, up from the previous forecast of 3-6%. The company also expects full-year GAAP EPS to range from $12.43 to $12.79, reflecting its updated revenue outlook.

展望未來，埃森哲將 2025 財年以當地貨幣計算的營收成長指引從先前 3-6% 的預測上調至 4-7%。該公司還預計全年 GAAP 每股收益為 12.43 美元至 12.79 美元，反映了其最新的收入前景。

For Q2 FY25, revenue is expected to fall between $16.2 billion and $16.8 billion, aligning with market expectations. The company reaffirmed its FY25 GAAP operating margin forecast of 15.6-15.8%, signaling up to 100 basis points of expansion.

25 財年第二季的營收預計將下降 162 億美元至 168 億美元之間，與市場預期一致。該公司重申 2025 財年 GAAP 營運利潤率預測為 15.6-15.8%，預計將擴大 100 個基點。

Accenture’s full-year cash flow forecast remains steady, with operating cash flow expected between $9.4 billion and $10.1 billion, capital expenditures set at $600 million, and free cash flow forecast to range from $8.8 billion to $9.5 billion. The effective tax rate is projected to remain between 22.5% and 24.5%.

埃森哲全年現金流預測維持穩定，營運現金流預計在94億美元至101億美元之間，資本支出定為6億美元，自由現金流預計在88億美元至95億美元之間。有效稅率預計維持在22.5%至24.5%之間。