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#1 Accenture是 DOGE 的第一家受創企業,因警告合約將被削減,股價暴跌

发表于 : 2025年 3月 20日 19:56
cng
  • Shares of Accenture tumbled about 7.3% after the consulting firm said efforts to tighten federal spending are starting to weigh on its revenues.
  • Accenture is among the first of the U.S. corporate giants to get hit by the Trump administration's so-called Department of Government Efficiency.
  • “As you know, the new administration has a clear goal to run the federal government more efficiently,” Accenture CEO Julie Spellman Sweet said on an earnings call. “During this process, many new procurement actions have slowed, which is negatively impacting our sales and revenue.”
Shares of Accenture slid Thursday after the consulting firm said efforts to tighten federal spending have begun to weigh on its revenues.

Shares tumbled 7.3% after Accenture's chief executive officer said in a fiscal second-quarter earnings call that the company's Federal Services business has lost contracts with the U.S. government after recent reviews.

"Federal represented approximately 8% of our global revenue and 16% of our Americas revenue in FY 2024. As you know, the new administration has a clear goal to run the federal government more efficiently. During this process, many new procurement actions have slowed, which is negatively impacting our sales and revenue," chief executive Julie Spellman Sweet said in the Thursday call to several Wall Street analysts.

Accenture is among the first of the U.S. corporate giants to get hit by the Trump administration's so-called Department of Government Efficiency, an effort headed by billionaire Elon Musk to downsize federal agencies and consolidate their office spaces.

Sweet said that Accenture's Federal Services was also affected by guidance from the U.S. General Services Administration to all federal agencies to review their contracts with the top 10 highest paid consulting firms contracting with the U.S. government, and then end contracts that are not considered mission-critical to relevant agencies.

"While we continue to believe our work for federal clients is mission-critical, we anticipate ongoing uncertainty as the government's priorities evolve and these assessments unfold," Sweet said.

"We are seeing an elevated level of what was already a significant uncertainty in the global economic and geopolitical environment, marking a shift from our first quarter FY 2025 earnings report in December," Sweet added. "At the same time, we believe the fundamentals of our industry remain strong."

Investors' concerns about risks tied to slowing U.S. government spending outweighed Accenture's better-than-expected quarterly earnings and revenue results released before Thursday's market open. The company reported earnings of $2.82 per share on revenue of $16.66 billion, just higher than expectations of $2.81 per share in earnings on revenue of $16.62 billion, per FactSet.

Accenture shares have plunged 22.9% over the past month, bringing the stock down nearly 14.5% year to date.

Shares of consulting firm Booz Allen Hamilton slipped 8.1% on Thursday in sympathy.

#2 Re: Accenture是 DOGE 的第一家受創企業,因警告合約將被削減,股價暴跌

发表于 : 2025年 3月 20日 19:58
mesofish
Tsla 是第一家

#3 Re: Accenture是 DOGE 的第一家受創企業,因警告合約將被削減,股價暴跌

发表于 : 2025年 3月 20日 20:10
cokecoke
前面说过了,这个季度的财报主旋律就是甩锅,关税,doge, 都是锅

#4 Re: Accenture是 DOGE 的第一家受創企業,因警告合約將被削減,股價暴跌

发表于 : 2025年 3月 20日 20:15
赖美豪中
Accenture 这sb公司,我认识的垃圾抖去他家当director了。
cng 写了: 2025年 3月 20日 19:56
  • Shares of Accenture tumbled about 7.3% after the consulting firm said efforts to tighten federal spending are starting to weigh on its revenues.
  • Accenture is among the first of the U.S. corporate giants to get hit by the Trump administration's so-called Department of Government Efficiency.
  • “As you know, the new administration has a clear goal to run the federal government more efficiently,” Accenture CEO Julie Spellman Sweet said on an earnings call. “During this process, many new procurement actions have slowed, which is negatively impacting our sales and revenue.”
Shares of Accenture slid Thursday after the consulting firm said efforts to tighten federal spending have begun to weigh on its revenues.

Shares tumbled 7.3% after Accenture's chief executive officer said in a fiscal second-quarter earnings call that the company's Federal Services business has lost contracts with the U.S. government after recent reviews.

"Federal represented approximately 8% of our global revenue and 16% of our Americas revenue in FY 2024. As you know, the new administration has a clear goal to run the federal government more efficiently. During this process, many new procurement actions have slowed, which is negatively impacting our sales and revenue," chief executive Julie Spellman Sweet said in the Thursday call to several Wall Street analysts.

Accenture is among the first of the U.S. corporate giants to get hit by the Trump administration's so-called Department of Government Efficiency, an effort headed by billionaire Elon Musk to downsize federal agencies and consolidate their office spaces.

Sweet said that Accenture's Federal Services was also affected by guidance from the U.S. General Services Administration to all federal agencies to review their contracts with the top 10 highest paid consulting firms contracting with the U.S. government, and then end contracts that are not considered mission-critical to relevant agencies.

"While we continue to believe our work for federal clients is mission-critical, we anticipate ongoing uncertainty as the government's priorities evolve and these assessments unfold," Sweet said.

"We are seeing an elevated level of what was already a significant uncertainty in the global economic and geopolitical environment, marking a shift from our first quarter FY 2025 earnings report in December," Sweet added. "At the same time, we believe the fundamentals of our industry remain strong."

Investors' concerns about risks tied to slowing U.S. government spending outweighed Accenture's better-than-expected quarterly earnings and revenue results released before Thursday's market open. The company reported earnings of $2.82 per share on revenue of $16.66 billion, just higher than expectations of $2.81 per share in earnings on revenue of $16.62 billion, per FactSet.

Accenture shares have plunged 22.9% over the past month, bringing the stock down nearly 14.5% year to date.

Shares of consulting firm Booz Allen Hamilton slipped 8.1% on Thursday in sympathy.

#5 Re: Accenture是 DOGE 的第一家受創企業,因警告合約將被削減,股價暴跌

发表于 : 2025年 3月 20日 20:31
BBQ
这几把咨询公司有很多阿三。全靠嘴皮。

#6 Re: Accenture是 DOGE 的第一家受創企業,因警告合約將被削減,股價暴跌

发表于 : 2025年 3月 21日 09:50
赖美豪中
三锅很多,但是还有很多卖淫得,男客户配白女,女客户配帅锅。我司以前有一个长得和电影明星一样的director专门对接客户得女vp,后来女vp退休了以后这哥们就跳槽去了这家
BBQ 写了: 2025年 3月 20日 20:31 这几把咨询公司有很多阿三。全靠嘴皮。

#7 Re: Accenture是 DOGE 的第一家受創企業,因警告合約將被削減,股價暴跌

发表于 : 2025年 3月 21日 09:56
Dididada
赖美豪中 写了: 2025年 3月 21日 09:50 三锅很多,但是还有很多卖淫得,男客户配白女,女客户配帅锅。我司以前有一个长得和电影明星一样的director专门对接客户得女vp,后来女vp退休了以后这哥们就跳槽去了这家
你这家伙认识人很多么

#8 Re: Accenture是 DOGE 的第一家受創企業,因警告合約將被削減,股價暴跌

发表于 : 2025年 3月 21日 10:03
Unclegao
赖美豪中 写了: 2025年 3月 20日 20:15 Accenture 这sb公司,我认识的垃圾抖去他家当director了。
不就是以前的Anderson嘛。

#9 Re: Accenture是 DOGE 的第一家受創企業,因警告合約將被削減,股價暴跌

发表于 : 2025年 3月 21日 10:17
patriotus
不就是当年ENRON scandal 中的Anderson consulting吗?

#10 Re: Accenture是 DOGE 的第一家受創企業,因警告合約將被削減,股價暴跌

发表于 : 2025年 3月 21日 10:24
mmking
因为老领导身后有:自信哥,小便妹,高级黑,帕金森,至少4个人在操号,群体瞎掰的力量
Dididada 写了: 2025年 3月 21日 09:56 你这家伙认识人很多么

#11 Re: Accenture是 DOGE 的第一家受創企業,因警告合約將被削減,股價暴跌

发表于 : 2025年 3月 21日 13:57
fulvshou
patriotus 写了: 2025年 3月 21日 10:17 不就是当年ENRON scandal 中的Anderson consulting吗?
以前是家会计公司
现在是家外包软件公司

#12 Re: Accenture是 DOGE 的第一家受創企業,因警告合約將被削減,股價暴跌

发表于 : 2025年 3月 21日 14:00
fulvshou
赖美豪中 写了: 2025年 3月 21日 09:50 三锅很多,但是还有很多卖淫得,男客户配白女,女客户配帅锅。我司以前有一个长得和电影明星一样的director专门对接客户得女vp,后来女vp退休了以后这哥们就跳槽去了这家
原来老领导是搞外包的

#13 Re: Accenture是 DOGE 的第一家受創企業,因警告合約將被削減,股價暴跌

发表于 : 2025年 3月 21日 14:00
QiongGui
著名公司ass_enter老印是不是都是高管?

#14 Re: Accenture是 DOGE 的第一家受創企業,因警告合約將被削減,股價暴跌

发表于 : 2025年 3月 21日 14:04
gousheng
换了马甲,我还真不认识这个王八了。

Unclegao 写了: 2025年 3月 21日 10:03 不就是以前的Anderson嘛。

#15 Re: Accenture是 DOGE 的第一家受創企業,因警告合約將被削減,股價暴跌

发表于 : 2025年 3月 21日 14:15
赖美豪中
还真不是,中层很多,但是高管都是白皮
https://www.accenture.com/us-en/about/leadership
QiongGui 写了: 2025年 3月 21日 14:00 著名公司ass_enter老印是不是都是高管?