Financial PerformanceEarnings commentary suggests no meaningful improvement in the demand environment, with constrained spending on small deals.
Growth ChallengesRevenue growth remains challenged, and Generative AI is taking a while to develop, making it hard to know if it will be an incremental IT spend or replace other investments.
US Federal Government ExposureThe Department of Government Efficiency (DOGE) aims to meaningfully reduce government expenditures, which could impact companies with exposure to US federal spending like Accenture.