Investor briefing | November 2023
The Reinvention Ahead
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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 and other matters that are based on
our current expectations, estimates, assumptions and projections. Words such as “may,” “will,”
“should,” “likely,” “anticipates,” “expects,” “intends,” “plans,” “projects,” “believes,” “estimates,”
“positioned,” “outlook” and similar expressions are used to identify these forward-looking statements.
Any statements other than statements of historical fact may be forward-looking statements. For details
on the uncertainties and other factors that may cause our actual future results to be materially different
than those expressed in our forward-looking statements, see the uncertainties and other factors
discussed under the “Risk Factors” heading in our most recent annual report on Form 10-K, quarterly
reports on Form 10-Q and other documents filed with or furnished to the Securities and Exchange
Commission. We do not undertake to update our forward-looking statements. This presentation also
includes certain forward-looking projected financial information that is based on current estimates and
forecasts. Actual results could differ materially. Forward-looking and other statements herein may also
address our corporate responsibility progress, plans, and goals (including environmental matters), and
the inclusion of such statements is not an indication that these contents are necessarily material to
investors or required to be disclosed in our filings with the Securities and Exchange Commission. In
addition, historical, current, and forward-looking sustainability-related statements may be based on
standards for measuring progress that are still developing, internal controls and processes that
continue to evolve, and assumptions that are subject to change in the future.
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Sourcing &
Procurement
Build
Digital
Core
Our strategy
is to help our
clients reinvent
33
It starts with a strong
digital core
Build
Digital
Core
4
Our strategy
is to help our
clients reinvent
Waves of Enterprise Transformation
Centralized/
Distributed
Computing
Internet &
Global IT
Digital
Business
Intelligent
Reinvention
Key
Technologies
1980s 1990s 2000s 2010s 2020s 2030s+1970s
Client Server
Mainframe
PC
eCommerce
ERP/CRM
Internet/Web 1.0
Mobile
Analytics
Social
Cloud
AI and Robotics
Metaverse
Cloud Continuum
Quantum
….
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$1B
FY2012
Cloud
$32B
FY2023
$2B
FY2014
$3.5B
FY2015
$4.5B
FY2016
$6.5B
FY2017
$9B
FY2018
$11B
in FY2019
$12B
FY2020
$26B
FY2022
$18B
FY2021
Accenture Cloud Revenue
$31B incremental
36% CAGR
(FY12-FY23)
Catching the Wave:
Accenture Cloud Journey
2023
20082005
First cloud-
related patent
granted
Strategic
growth
initiative
launched
2011
#1 position in SaaS
(Salesforce)
2015
First public cloud
business group
established
2018
Accenture
90% in
cloud
2020
Accenture
Cloud First
launched -
$3B
investment
20% of
workloads in
the cloud
$ 32B cloud
business
40% of workloads
in the cloud
2002
FY02 to FY12 = 7% FY13 to FY23 = 10%
Accenture
CAGR
2011
Leader position in
SaaS (Salesforce)
2015
First public cloud
business group
established
2018
Accenture
90% in
cloud
2020
Accenture
Cloud First
launched -
$3B
investment
20% of
workloads
in the cloud
39 cloud-related acquisitions
Cloud revenues and CAGR percentages are approximated and may be modified to reflect periodic changes in definitions
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Customer
The Digital Core: Significant Opportunity Ahead
Platforms Security
60%
potential
remaining
Data & AI
90%
potential
remaining
Cloud
80%
potential
remaining
65%
potential
remaining
86%
potential
remaining
Digital
Manufacturing
95%
potential
remaining
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Cloud: 25-40% of workloads are in the cloud (Everest Group); only 20% are modernized (Accenture Research)
Data & AI: Accenture Research
Platforms: Accenture research (approximate based on select platforms)
Security: World Economic Forum
Customer: Only 14% of organizations responding to the 2021 Gartner Cross-Functional Customer Data Survey indicated they have achieved a 360-degree customer view of the customer. Gartner®, Apply Customer Data Management Technologies to Create Better Customer Experiences, 2023.
GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved.
Digital Mfg: Everest Group
Source: Technology Finance, External validation from Industry Analyst (PAC) for calendar year 2022
Emerging
Key Partners
#1
ACN Market Position
~2X
market share of
closest competitor
Ecosystem
partners
Our Leading Ecosystem Partners
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*Facts for FY23
Innovate
to anticipate
the waves
100 innovation hubs
35 years of
Labs leadership
Invest at Scale
$1.3B in R&D
investments
$1.1B in training
and development
$2.5B across
25 acquisitions
~$5B investments
Ecosystem
leadership
#1 partner for
our leading
ecosystem
partners
55+ Ventures
Breadth
of services
A leader among
Forbes’ World’s
Best Management
Consulting Firms
#1 in Tech
Services,
by Everest
#1 digital agency
in all disciplines,
by Ad Age
Industry
expertise
13 industry groups
Partnered with top
100 clients for 10+ years
106 clients
with quarterly
bookings $100M+
300 Diamond clients
Our Proven Reinvention Formula
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Gen AI client
projects*
300
Gen AI sales*
$300M
The Age of AI, Powered by Gen AI
15+ years
leading in AI
1545+
AI patents
& patents
pending
Doubling AI
talent to 80K
AI Navigator for
Enterprise
Accenture
Center for
Advanced AI
Data & AI
Investment
$3B
GenAI Adoption
Challenges for CXOs**
**Accenture CXO Pulse Survey; September 2023
46%
view getting the data
strategy right as top
issue
32%
rank talent scarcity
(skills and people) as
a concern
*For FY23
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GenAI to become $1.3T
market by 2032
- Bloomberg -
Cognitive
Infrastructure
opportunity
Marketing and
Customer Support
Finance Human Resources
IT and Coding Knowledge Management
Gen AI: Two Speed Approach
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Building Capabilities
Retail
Assortment Optimization
Insurance
Intelligent Underwriting
Life sciences
Generative Drug Discovery
Energy
Capital Projects
Early Value Opportunities
Strategic Bets
Responsible AI
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
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Enduring approach
to shareholder
value creation
…while delivering
360˚ value to all our
stakeholders
Grow faster than the market
and take share
Strong earnings growth with
sustainable margin expansion
while investing at scale
Strong cash flow
Disciplined capital allocation
Significant return to shareholders
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