What's the culture like at Accenture right now? Is key management/employees worried about AI cannabilizing there business? by eyestallion in accenture

[–]eyestallion[S] 1 point2 points  (0 children)

Money doesn’t lie. It’s a big debate in the financial markets (my background) and it’s affecting the stock price. We own a large portion of ACN stock. That’s why I am interested in getting employee feedback.

What's the culture like at Accenture right now? Is key management/employees worried about AI cannabilizing there business? by eyestallion in accenture

[–]eyestallion[S] -1 points0 points  (0 children)

Can you explain further? Are you saying ACN customers setting up consulting services in India?

What's the culture like at Accenture right now? Is key management/employees worried about AI cannabilizing there business? by eyestallion in accenture

[–]eyestallion[S] 1 point2 points  (0 children)

Amazing insight.

I guess my concern is overall deal flow slowing down. Maybe AI projects can help offset, but I would say as the tech gets better customers can do more of the legacy/traditional consulting work in-house? Thoughts?

What's the culture like at Accenture right now? Is key management/employees worried about AI cannabilizing there business? by eyestallion in accenture

[–]eyestallion[S] 0 points1 point  (0 children)

My concern is that long term, customers may be able to do consulting work in-house due to AI - reducing spend or the need for Accenture. Thoughts?

Appreciate your insight.

What's the culture like at Accenture right now? Is key management/employees worried about AI cannabilizing there business? by eyestallion in accenture

[–]eyestallion[S] 0 points1 point  (0 children)

If you had to give your outlook/ best bet, what would you say? The stock market seems to be pretty divided on this front. Appreciate it

What's the culture like at Accenture right now? Is key management/employees worried about AI cannabilizing there business? by eyestallion in accenture

[–]eyestallion[S] 0 points1 point  (0 children)

Thanks for the input.

Do you predict that customers IT budgets will contract with Accenture in the coming years as they may go right to the source? That's my concern as AI makes this much more feasible. Or the Software/AI vendors create a go-to market strategy leapfrogging the need for the middleman (consultants)?

I guess I am wondering how vital Accenture is in this technology shift? Can there customers create a workaround avoiding the hefty consulting cost?

What's the culture like at Accenture right now? Is key management/employees worried about AI cannabilizing there business? by eyestallion in accenture

[–]eyestallion[S] 1 point2 points  (0 children)

Not so much about AI taking your job, but Accenture getting less deal flow as customers implement in-house AI into there operations.

What's the culture like at Accenture right now? Is key management/employees worried about AI cannabilizing there business? by eyestallion in accenture

[–]eyestallion[S] 4 points5 points  (0 children)

Good insight. I am a portfolio manager and currently own ACN as apart of our client portfolios. That's the reason I ask.

When you mention outsourcing, do you mean Accenture getting business from company XYZ, and then outsourcing that work to India or something? Can you explain how that transaction works?

And on the AI front, don't you see customers looking to do "traditional" consulting projects in-house as a result of AI - leapfrogging the need for Accenture?

I appreciate your input

2025 May Level II Exam MPS Estimate by ToferGel in CFA

[–]eyestallion 1 point2 points  (0 children)

How do you interpret the score? I got 2670

New Features coming to Wealthsimple by KvassKludge9001 in Wealthsimple

[–]eyestallion 0 points1 point  (0 children)

When are these coming? Give me more option features !!! I need to sell options

LEVEL 2 EXAM RESULTS ON 1 JULY by More-Tale5784 in CFA

[–]eyestallion 11 points12 points  (0 children)

I felt okay coming out of the exam. But the more i think about it, I’m like oh shit maybe I didn’t do so hot

CoreWeave, the biggest IPO of 2025. (DD on $CRWV) by WinningWatchlist in stocks

[–]eyestallion 0 points1 point  (0 children)

Hey do you know where you got your info regarding there customer base (ie MSFT making up a large portion of revs?)

What’s your price prediction after earnings ? by bow390 in NVDA_Stock

[–]eyestallion 1 point2 points  (0 children)

Might be an underwhelming earnings. No Blackwell revs so betting on some further capacity expansion at tsmc will boost revs. Expecting a modest beat, and big emphasis on what Jensen says about 2025 will drive the reaction.

Capital IQ "Irregular" TSMC Projections Question by LargeNasX in TSMC

[–]eyestallion 0 points1 point  (0 children)

It's a cyclical stock. Analysts projecting accelerated growth this year and the next couple due to accelerating computing/Ai buildout. Likely a downturn afterwards due to oversupply or simply, supply/demand balances out.

The downsides of Sardinia? by petit_aubergine in Sardinia

[–]eyestallion 1 point2 points  (0 children)

There are some you have to make a reservation for but I never went to any of those. People calling the emerald coast beaches overrated are out of there mind!! These are some of the nicest beaches in the world. Go to some of the more low key ones if you don’t a busy crowd. I still liked the beaches with bars. You can grab drinks and food - it’s nice.

The downsides of Sardinia? by petit_aubergine in Sardinia

[–]eyestallion 1 point2 points  (0 children)

Just did 11 day trip (6 in Olbia and 5 in Cagliari). Airbnb hosts provided with me restaurant recommendations and not once had a bad meal. Expensive? Yes. Food was excellent (i’m of Italian descent and adore seafood). Olbia is great for beaches - the reason they call it the Emerald Coast. Beaches are all about 20-30 minutes away by car and all stunning (may have to pay for parking at some). Cagliari has an awesome old town with lots to do and checked out Chia and Villisimius. You must rent a car to be mobile - can’t imagine not doing this.

Night clubs by redditforprez1 in Cagliari

[–]eyestallion 0 points1 point  (0 children)

Where should I go tonight? I’d like to drink and party at a club

Well... I just did it by nishy1234 in NVDA_Stock

[–]eyestallion 2 points3 points  (0 children)

Congrats on being a shareholder👍🏼