Growth is concentrating in AI, cloud, security and managed services—and Accenture just rewired itself to sell and deliver them in one motion.

What's working (and what isn't) in numbers:

🔝 GenAI is rapidly scaling (not stalling like some argue recently)

Accenture GenAI revenue hit $1.8B in the last 9 months FY25 YTD (Q1–Q3), with last quarter alone delivering "over $700M." That's already ~2X their entire FY24 total of "nearly $900M" and on track to reach $2.5B+ in FY25.

GenAI bookings jumped to $1.5B in Q3, up 50% in just 9 months from $1B in Q4 FY24. Hard evidence for CFOs debating AI payback.

⬆️ Cloud & Security are driving the growth

Cloud is growing strong double-digit YTD (Q3 FY25). Security is growing strong double-digit.

⬆️ Managed Services growth outpaces Consulting 67%

Managed Services growing +10% vs Consulting +6%—~67% faster growth for run/operate.

⬇️ What's softer

Bookings overall dipped 6–7% in Q3; discretionary projects remain mixed. Services market isn't easy overall, despite AI growth.

Why Accenture reorganized:

Accenture collapsed its five service lines (Strategy, Consulting, Song, Technology, and Operations) into a single Reinvention Services unit (effective Sept 1, announced in June).

The company is explicitly organizing around "reinvention" work—large, cross-functional programs where data, platforms and GenAI get embedded into processes and products—rather than selling services as separate units.

Their line: a single unit can ship integrated solutions faster and embed AI more easily across delivery.

That's also a better fit for large programs co-sold with cloud and security partners.

What it says about the market & ecosystem opportunities

AI ROI is showing up

Three quarters into FY25, Accenture's GenAI revenue already doubled last year's total. Hard evidence for CFOs questioning AI payback.

Ecosystems win deals

As CEO Julie Sweet put it on Q2's call: "we are the leader in ecosystem -- with our ecosystem partners and that has been a major differentiating factor when you look at our growth, particularly in these large deals where the ecosystem is absolutely at the heart of it."

Operate is the attach

Clients don't just want builds; they want outcomes run at scale. The +10% in Managed Services YTD versus +6% in Consulting shows budgets tilting to platform operations, security, data, and AI in production.

Bottom line for partners

Growth is concentrated where partners thrive—AI built on cloud, secured end-to-end, and operated as a service. Accenture's reorg is a blueprint for how to win those deals together.