In December last year, at the company’s first quarter earnings, Accenture said that it would no longer break up its artificial intelligence (AI) specific metrics given that company had reached a point where advanced AI is being embedded in almost everything it does . It also then disclosed that its AI revenue had crossed $1.1 billion during the quarter.  

In contrast, India headquartered IT services and consulting firms have more recently started quantifying AI driven revenues for their firms, with TCS calling out about 5% and HCL Tech about 3% of annual revenues from AI. 

Bullish on AI tailwind, for both - capturing market share as well as creating new opportunities for future growth, on the earnings call, Julie Sweet - chair and chief executive officer of Accenture elaborated on the current AI demand for the company. “First, clients are implementing foundational programmes with our ecosystem partners to capture the full opportunity of AI. These typically involve cloud, security and data modernisation, often combined with operating model and talent transformation. We continue to see at least 1 out of every 2 advanced AI projects lead to a data project,” she said.  

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Also with AI, enterprises are looking at efficiencies there by freeing up investments for newer areas. Companies that are either digital natives or have more advanced digital core, are taking on larger AI programmes.  

While the company expects client budgets in 2026 to be similar to last year, in Q2FY26, Accenture signed 41 deals greater than $100 million. The large deal pipeline in the first half of FY26 at 74, surpassed last year’s 62 deals during the same period and the revenue from its top 10 clients growing faster than the company’s overall growth. 

On the nature of large deals Sweet explained, “The way I would think about the $100 million bookings or more and is that in the large enterprises is -- it just is a reflection of just how much reinvention they have to do and that AI is the catalyst for that and they have big estates that have to be modernised, a lot of change.”  

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This the company believes also is an indication of large funnel of work coming up in the future. Given that the AI momentum is just building with very little done in core operations given that advanced AI and agentic AI still maturing and  physical AI yet to be implemented, “We just see a lot of work, but the technology has got to get to the right level and, of course, factors like the macro feed into that. So, we're really excited about the long term because there's so much more value the clients are going to get from AI,” Sweet added.  

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Citing a larger trend of AI adoption sequence has been seen in the industry where enterprises are looking at first modernisation of the core, followed by AI-driven enhancement. 

“Enterprise systems are becoming the platform that allows AI to deliver value at scale. Because of the work required across every process in every industry, we are starting with early leaders who have advanced technology stacks and want to pioneer. We believe that over the next 12 months or so, this opportunity will gain momentum,” she added.