Accenture Plc · NYSE:ACN
Accenture — Investor Day (November 2023)
13 slides from Accenture's investor day presentation, November 2023
Slide 1: The Reinvention Ahead
The Reinvention Ahead Investor briefing | November 2023 1
Slide 2: Forward-Looking Statements
Forward-Looking Statements Except for the historical information and discussions contained herein, statements in this presentation may constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995 relating to our operations, results of operations
Slide 3: Our strategy is to help our clients reinvent
Our strategy is to help our clients reinvent Build Sourcing & Digital Procurement Core 3
Slide 4: It starts with a strong digital core
It starts with a strong digital core Our strategy is to help our clients reinvent Build Digital Core 4
Slide 5: Waves of Enterprise Transformation
Intelligent Waves of Enterprise Transformation Reinvention Digital Business Internet & Global IT Centralized/ Distributed Computing Cloud Continuum AI and Robotics Social Metaverse Mobile Quantum Internet/Web 1.0 Analytics …. PC eCommerce Cloud Key Client Server Technologies ERP/CRM Mainframe 1970s
Slide 6: Catching the Wave: Accenture Cloud Journey
Cloud Catching the Wave: $26B FY2022 $32B FY2023 Accenture Cloud Journey $18B FY2021 $12B FY2020 $31B incremental $9B FY2018 36% CAGR $6.5B FY2017 (FY12-FY23) $4.5B $11B $3.5B FY2016 in FY2019 $2B FY2015 $1B Accenture Cloud Revenue FY2014 FY2012 2002 2005 2008 2011 2011 2015 2015 2018 2018 2020 2020
Slide 7: The Digital Core: Significant Opportunity Ahead
The Digital Core: Significant Opportunity Ahead Cloud Data & AI Platforms Security 86% Customer potential remaining 80 % 90% 60 % potential 65 % potential potential potential remaining remaining remaining remaining 95% Digital potential Manufacturing remaining Cloud: 25-40% of workloads are in the c
Slide 8: Our Leading Ecosystem Partners
Our Leading Ecosystem Partners Emerging #1 Key Partners ACN Market Position Ecosystem partners ~2X market share of closest competitor Source: Technology Finance, External validation from Industry Analyst (PAC) for calendar year 2022 8
Slide 9: Our Proven Reinvention Formula
Our Proven Reinvention Formula Ecosystem Invest at Scale leadership Breadth of services $1.3B in R&D #1 partner for Innovate investments our leading A leader among Industry to anticipate $1.1B in training ecosystem Forbes’ World’s expertise the waves and development partners Best Management Consulti
Slide 10: The Age of AI, Powered by Gen AI
The Age of AI, Powered by Gen AI GenAI to become $1.3T market by 2032 - Bloomberg - $3B $300M 300 Data & AI Gen AI sales* Gen AI client Investment projects* GenAI Adoption Challenges for CXOs** 46% view getting the data strategy right as top issue 15+ years 1545+ Doubling AI AI Navigator for Accentu
Slide 11: Gen AI: Two Speed Approach
Gen AI: Two Speed Approach Early Value Opportunities Marketing and Customer Support Finance Human Resources IT and Coding Knowledge Management Responsible AI Building Capabilities Strategic Bets Retail Insurance Life sciences Energy Assortment Optimization Intelligent Underwriting Generative Drug Di
Slide 12: Realities of Gen AI for our Clients
Realities of Gen AI for our Clients It’s early, but moving fast Driving demand for digital core, especially data readiness Business value focus Clients taking two-speed approach: quick hits and strategic bets It’s not just about the tech. Importance of change and transformation 12
Slide 13: Enduring approach to shareholder value creation
Enduring approach Grow faster than the market to shareholder and take share value creation Strong earnings growth with sustainable margin expansion …while delivering while investing at scale 360˚ value to all our stakeholders Strong cash flow Disciplined capital allocation Significant return to shar