Subtext

Accenture plc ACN

SectorInformation Technology
Transcripts71
Date range2006-12-20 – 2025-03-20
Calls charted71

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-20-10+0+10+202007 Q12009 Q22012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32007 Q1 · Overall: +13.92007 Q2 · Overall: +10.12007 Q3 · Overall: +9.12007 Q4 · Overall: +11.12008 Q1 · Overall: +9.72008 Q2 · Overall: +6.12008 Q3 · Overall: +10.52008 Q4 · Overall: +7.82009 Q1 · Overall: +4.72009 Q2 · Overall: +1.92009 Q3 · Overall: +0.42010 Q1 · Overall: +10.02010 Q2 · Overall: +8.12010 Q3 · Overall: +10.42011 Q2 · Overall: +12.62011 Q3 · Overall: +11.32011 Q4 · Overall: +12.72012 Q1 · Overall: +8.12012 Q2 · Overall: +12.92012 Q3 · Overall: +8.72012 Q4 · Overall: +9.72013 Q1 · Overall: +9.32013 Q2 · Overall: +12.62013 Q3 · Overall: +7.42013 Q4 · Overall: +13.62014 Q1 · Overall: +10.82014 Q2 · Overall: +10.42014 Q3 · Overall: +17.72014 Q4 · Overall: +14.62015 Q1 · Overall: +12.42015 Q2 · Overall: +13.12015 Q3 · Overall: +15.42015 Q4 · Overall: +10.42016 Q1 · Overall: +8.52016 Q2 · Overall: +9.12016 Q3 · Overall: +14.92016 Q4 · Overall: +13.22017 Q1 · Overall: +12.22017 Q2 · Overall: +13.02017 Q3 · Overall: +12.12017 Q4 · Overall: +11.12018 Q1 · Overall: +17.02018 Q2 · Overall: +13.72018 Q3 · Overall: +16.22018 Q4 · Overall: +13.12019 Q1 · Overall: +12.52019 Q2 · Overall: +10.82019 Q3 · Overall: +13.12019 Q4 · Overall: +9.22020 Q1 · Overall: +15.12020 Q2 · Overall: +5.12020 Q3 · Overall: +4.72020 Q4 · Overall: +5.52021 Q1 · Overall: +12.52021 Q2 · Overall: +13.02021 Q3 · Overall: +12.82021 Q4 · Overall: +12.52022 Q1 · Overall: +9.62022 Q2 · Overall: +7.22022 Q3 · Overall: +10.42022 Q4 · Overall: +11.92023 Q1 · Overall: +10.32023 Q2 · Overall: +11.42023 Q3 · Overall: +12.72023 Q4 · Overall: +7.62024 Q1 · Overall: +13.12024 Q2 · Overall: +7.82024 Q3 · Overall: +14.02024 Q4 · Overall: +10.32025 Q1 · Overall: +13.72025 Q2 · Overall: +7.7
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-30-15+0+15+302007 Q12009 Q22012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32007 Q1 · CEO: +16.92007 Q2 · CEO: +10.12007 Q3 · CEO: +15.62007 Q4 · CEO: +16.32008 Q1 · CEO: +6.52008 Q2 · CEO: +9.42008 Q3 · CEO: +14.42008 Q4 · CEO: +11.62009 Q1 · CEO: +9.82009 Q2 · CEO: +8.12009 Q3 · CEO: +8.72010 Q1 · CEO: +22.52010 Q2 · CEO: +13.42010 Q3 · CEO: +17.22011 Q2 · CEO: +20.92011 Q3 · CEO: +16.42011 Q4 · CEO: +15.92012 Q1 · CEO: +13.32012 Q2 · CEO: +21.62012 Q3 · CEO: +13.12012 Q4 · CEO: +21.32013 Q1 · CEO: +24.62013 Q2 · CEO: +22.42013 Q3 · CEO: +15.62013 Q4 · CEO: +17.62014 Q1 · CEO: +14.82014 Q2 · CEO: +15.22014 Q3 · CEO: +24.52014 Q4 · CEO: +19.02015 Q1 · CEO: +20.32015 Q2 · CEO: +19.32015 Q3 · CEO: +23.02015 Q4 · CEO: +17.92016 Q1 · CEO: +16.72016 Q2 · CEO: +15.22016 Q3 · CEO: +23.82016 Q4 · CEO: +22.72017 Q1 · CEO: +14.52017 Q2 · CEO: +20.12017 Q3 · CEO: +20.52017 Q4 · CEO: +16.62018 Q1 · CEO: +22.82018 Q2 · CEO: +18.12018 Q3 · CEO: +21.32018 Q4 · CEO: +16.42019 Q1 · CEO: +17.32019 Q2 · CEO: +11.02019 Q3 · CEO: +18.92019 Q4 · CEO: +14.12020 Q1 · CEO: +26.02020 Q2 · CEO: +7.02020 Q3 · CEO: +6.82020 Q4 · CEO: +11.52021 Q1 · CEO: +18.02021 Q2 · CEO: +19.72021 Q3 · CEO: +18.02021 Q4 · CEO: +17.02022 Q1 · CEO: +15.32022 Q2 · CEO: +14.22022 Q3 · CEO: +14.42022 Q4 · CEO: +16.92023 Q1 · CEO: +14.42023 Q2 · CEO: +15.12023 Q3 · CEO: +19.72023 Q4 · CEO: +12.12024 Q1 · CEO: +22.52024 Q2 · CEO: +13.62024 Q3 · CEO: +21.02024 Q4 · CEO: +13.22025 Q1 · CEO: +19.32025 Q2 · CEO: +11.72007 Q1 · CFO: +13.12007 Q2 · CFO: +14.52007 Q3 · CFO: +11.62007 Q4 · CFO: +13.02008 Q1 · CFO: +12.72008 Q2 · CFO: +8.42008 Q3 · CFO: +11.92008 Q4 · CFO: +14.12009 Q1 · CFO: +8.82009 Q2 · CFO: +2.22009 Q3 · CFO: +0.32010 Q1 · CFO: +7.12010 Q2 · CFO: +5.12010 Q3 · CFO: +7.82011 Q2 · CFO: +11.02011 Q3 · CFO: +10.62011 Q4 · CFO: +16.92012 Q1 · CFO: +10.62012 Q2 · CFO: +16.02012 Q3 · CFO: +12.42012 Q4 · CFO: +9.12013 Q1 · CFO: +8.82013 Q2 · CFO: +12.62013 Q3 · CFO: +4.62013 Q4 · CFO: +14.52014 Q1 · CFO: +14.32014 Q2 · CFO: +9.42014 Q3 · CFO: +19.12014 Q4 · CFO: +12.82015 Q1 · CFO: +12.62015 Q2 · CFO: +13.52015 Q3 · CFO: +15.92015 Q4 · CFO: +9.62016 Q1 · CFO: +8.52016 Q2 · CFO: +9.22016 Q3 · CFO: +11.62016 Q4 · CFO: +16.22017 Q1 · CFO: +14.02017 Q2 · CFO: +14.22017 Q3 · CFO: +9.62017 Q4 · CFO: +12.62018 Q1 · CFO: +15.62018 Q2 · CFO: +15.22018 Q3 · CFO: +15.42018 Q4 · CFO: +17.72019 Q1 · CFO: +15.42019 Q2 · CFO: +14.02019 Q3 · CFO: +15.52019 Q4 · CFO: +16.72020 Q1 · CFO: +15.92020 Q2 · CFO: +8.92020 Q3 · CFO: +4.72020 Q4 · CFO: +3.02021 Q1 · CFO: +14.22021 Q2 · CFO: +11.72021 Q3 · CFO: +12.62021 Q4 · CFO: +16.62022 Q1 · CFO: +12.22022 Q2 · CFO: +5.92022 Q3 · CFO: +11.82022 Q4 · CFO: +15.82023 Q1 · CFO: +10.02023 Q2 · CFO: +7.72023 Q3 · CFO: +6.92023 Q4 · CFO: +3.42024 Q1 · CFO: +4.12024 Q2 · CFO: +3.32024 Q3 · CFO: +5.92024 Q4 · CFO: +7.32025 Q1 · CFO: +6.52025 Q2 · CFO: +2.7
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-30-15+0+15+302007 Q12009 Q22012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32007 Q1 · Prepared remarks: +19.12007 Q2 · Prepared remarks: +15.52007 Q3 · Prepared remarks: +21.92007 Q4 · Prepared remarks: +17.12008 Q1 · Prepared remarks: +14.42008 Q2 · Prepared remarks: +18.22008 Q3 · Prepared remarks: +16.52008 Q4 · Prepared remarks: +17.62009 Q1 · Prepared remarks: +17.52009 Q2 · Prepared remarks: +6.32009 Q3 · Prepared remarks: +8.42010 Q1 · Prepared remarks: +14.22010 Q2 · Prepared remarks: +11.52010 Q3 · Prepared remarks: +13.52011 Q2 · Prepared remarks: +18.72011 Q3 · Prepared remarks: +16.82011 Q4 · Prepared remarks: +19.92012 Q1 · Prepared remarks: +13.02012 Q2 · Prepared remarks: +19.72012 Q3 · Prepared remarks: +12.22012 Q4 · Prepared remarks: +15.82013 Q1 · Prepared remarks: +13.42013 Q2 · Prepared remarks: +17.52013 Q3 · Prepared remarks: +10.82013 Q4 · Prepared remarks: +14.32014 Q1 · Prepared remarks: +15.92014 Q2 · Prepared remarks: +8.82014 Q3 · Prepared remarks: +19.92014 Q4 · Prepared remarks: +15.72015 Q1 · Prepared remarks: +16.72015 Q2 · Prepared remarks: +14.92015 Q3 · Prepared remarks: +17.42015 Q4 · Prepared remarks: +13.62016 Q1 · Prepared remarks: +14.32016 Q2 · Prepared remarks: +18.92016 Q3 · Prepared remarks: +21.92016 Q4 · Prepared remarks: +16.92017 Q1 · Prepared remarks: +20.02017 Q2 · Prepared remarks: +20.82017 Q3 · Prepared remarks: +17.52017 Q4 · Prepared remarks: +20.12018 Q1 · Prepared remarks: +26.12018 Q2 · Prepared remarks: +20.82018 Q3 · Prepared remarks: +16.32018 Q4 · Prepared remarks: +19.92019 Q1 · Prepared remarks: +17.82019 Q2 · Prepared remarks: +17.82019 Q3 · Prepared remarks: +24.72019 Q4 · Prepared remarks: +23.22020 Q1 · Prepared remarks: +24.52020 Q2 · Prepared remarks: +16.92020 Q3 · Prepared remarks: +4.32020 Q4 · Prepared remarks: +10.82021 Q1 · Prepared remarks: +17.32021 Q2 · Prepared remarks: +18.22021 Q3 · Prepared remarks: +13.22021 Q4 · Prepared remarks: +18.32022 Q1 · Prepared remarks: +14.12022 Q2 · Prepared remarks: +14.82022 Q3 · Prepared remarks: +17.02022 Q4 · Prepared remarks: +17.02023 Q1 · Prepared remarks: +15.62023 Q2 · Prepared remarks: +13.92023 Q3 · Prepared remarks: +12.72023 Q4 · Prepared remarks: +12.32024 Q1 · Prepared remarks: +17.32024 Q2 · Prepared remarks: +12.52024 Q3 · Prepared remarks: +18.12024 Q4 · Prepared remarks: +10.72025 Q1 · Prepared remarks: +16.52025 Q2 · Prepared remarks: +8.92007 Q1 · Q&A responses: +11.42007 Q2 · Q&A responses: +12.62007 Q3 · Q&A responses: +7.72007 Q4 · Q&A responses: +13.32008 Q1 · Q&A responses: +8.52008 Q2 · Q&A responses: +2.52008 Q3 · Q&A responses: +13.82008 Q4 · Q&A responses: +6.72009 Q1 · Q&A responses: +4.72009 Q2 · Q&A responses: +4.42009 Q3 · Q&A responses: +1.52010 Q1 · Q&A responses: +14.62010 Q2 · Q&A responses: +6.62010 Q3 · Q&A responses: +9.02011 Q2 · Q&A responses: +11.82011 Q3 · Q&A responses: +7.22011 Q4 · Q&A responses: +7.32012 Q1 · Q&A responses: +7.02012 Q2 · Q&A responses: +11.32012 Q3 · Q&A responses: +9.62012 Q4 · Q&A responses: +6.92013 Q1 · Q&A responses: +9.12013 Q2 · Q&A responses: +13.92013 Q3 · Q&A responses: +4.42013 Q4 · Q&A responses: +14.82014 Q1 · Q&A responses: +10.92014 Q2 · Q&A responses: +12.92014 Q3 · Q&A responses: +22.12014 Q4 · Q&A responses: +6.82015 Q1 · Q&A responses: +14.32015 Q2 · Q&A responses: +16.72015 Q3 · Q&A responses: +18.02015 Q4 · Q&A responses: +12.52016 Q1 · Q&A responses: +10.22016 Q2 · Q&A responses: +6.92016 Q3 · Q&A responses: +16.12016 Q4 · Q&A responses: +15.12017 Q1 · Q&A responses: +10.72017 Q2 · Q&A responses: +12.32017 Q3 · Q&A responses: +11.42017 Q4 · Q&A responses: +9.12018 Q1 · Q&A responses: +14.12018 Q2 · Q&A responses: +13.52018 Q3 · Q&A responses: +17.82018 Q4 · Q&A responses: +14.32019 Q1 · Q&A responses: +13.62019 Q2 · Q&A responses: +6.32019 Q3 · Q&A responses: +7.92019 Q4 · Q&A responses: +4.72020 Q1 · Q&A responses: +14.12020 Q2 · Q&A responses: -1.92020 Q3 · Q&A responses: +6.72020 Q4 · Q&A responses: +0.22021 Q1 · Q&A responses: +12.32021 Q2 · Q&A responses: +11.62021 Q3 · Q&A responses: +15.32021 Q4 · Q&A responses: +13.22022 Q1 · Q&A responses: +12.42022 Q2 · Q&A responses: +6.62022 Q3 · Q&A responses: +5.42022 Q4 · Q&A responses: +13.22023 Q1 · Q&A responses: +7.72023 Q2 · Q&A responses: +11.02023 Q3 · Q&A responses: +19.12023 Q4 · Q&A responses: +3.52024 Q1 · Q&A responses: +11.42024 Q2 · Q&A responses: +6.52024 Q3 · Q&A responses: +12.42025 Q1 · Q&A responses: +11.42025 Q2 · Q&A responses: +7.3
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$4.07$8.94$13.812007 Q12009 Q22012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32014 Q1: $4.742014 Q2: $4.862014 Q3: $4.952014 Q4: $4.942015 Q1: $5.032015 Q2: $5.082015 Q3: $5.262015 Q4: $5.382016 Q1: $5.522016 Q2: $5.742016 Q3: $5.872016 Q4: $6.112017 Q1: $6.182017 Q2: $6.322017 Q3: $6.512017 Q4: $6.762018 Q1: $7.002018 Q2: $7.212018 Q3: $7.322018 Q4: $7.452019 Q1: $7.622019 Q2: $7.842019 Q3: $8.032019 Q4: $8.102020 Q1: $8.122020 Q2: $7.972020 Q3: $8.192020 Q4: $8.392021 Q1: $8.862021 Q2: $9.242021 Q3: $9.962021 Q4: $10.672022 Q1: $11.412022 Q2: $11.882022 Q3: $12.082022 Q4: $11.782023 Q1: $12.122023 Q2: $12.412023 Q3: $12.612023 Q4: $12.592024 Q1: $13.032024 Q2: $12.752024 Q3: $12.932024 Q4: $13.14

Forward P/E

14.5625.6236.692007 Q12009 Q22012 Q22014 Q32016 Q42019 Q12021 Q22023 Q32014 Q1: 17.422014 Q2: 17.032014 Q3: 16.092014 Q4: 17.262015 Q1: 18.092015 Q2: 19.072015 Q3: 18.802015 Q4: 20.292016 Q1: 19.502016 Q2: 20.472016 Q3: 18.722016 Q4: 20.232017 Q1: 20.202017 Q2: 20.132017 Q3: 20.722017 Q4: 22.402018 Q1: 23.002018 Q2: 22.622018 Q3: 23.642018 Q4: 20.272019 Q1: 21.552019 Q2: 23.452019 Q3: 24.172019 Q4: 25.412020 Q1: 18.622020 Q2: 25.742020 Q3: 29.252020 Q4: 29.482021 Q1: 29.822021 Q2: 30.742021 Q3: 34.582021 Q4: 35.162022 Q1: 28.472022 Q2: 23.662022 Q3: 23.052022 Q4: 24.732023 Q1: 20.312023 Q2: 25.392023 Q3: 24.902023 Q4: 27.292024 Q1: 29.072024 Q2: 22.382024 Q3: 25.992024 Q4: 26.53

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2015 Q1 tone ↓ -2.2 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q4 tone ↓ -5.0 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q2 tone ↓ -3.3 fwd EPS ↑ +0.21 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q4 tone ↓ -3.1 fwd EPS ↑ +0.12 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -2.8 fwd EPS ↑ +0.74 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↓ -2.5 fwd EPS ↑ +0.47 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q4 tone ↓ -3.7 fwd EPS ↑ +0.21 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q22025-03-20+7.7——View →
2025 Q12024-12-19+13.7——View →
2024 Q42024-09-26+10.3$13.1426.5View →
2024 Q32024-06-20+14.0$12.9326.0View →
2024 Q22024-03-21+7.8$12.7522.4View →
2024 Q12023-12-19+13.1$13.0329.1View →
2023 Q42023-09-28+7.6$12.5927.3View →
2023 Q32023-06-22+12.7$12.6124.9View →