Squawk on the Street SOTS 2nd Hour: Navigating the Homebuilders, Tiktok Deal Latest, & LIVE: Accenture CEO 9/25/25
Sep 25, 2025
Julie Sweet, the dynamic CEO of Accenture, dives deep into her company's impressive AI-driven growth and consultancy strategies. She explains how advanced AI is not only reshaping client operations but also enhancing demand for consultancy services. Sweet discusses Accenture's adaptability to tech changes, talent strategies in response to H-1B fee hikes, and offers insights into the future of consulting amid evolving technologies. The conversation also touches on housing market developments and the latest on TikTok's ownership changes.
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Let Earnings, Not Multiples, Drive Gains
- Expect earnings improvement to drive market breadth after years of multiple expansion.
- Monitor employment and GDP as signals that earnings breadth will follow, per Piper Sandler.
Macro Tailwinds Point To Broader Earnings
- Leading indicators like stable rates, low oil, and global cuts point to broader earnings in 2026.
- Small- and mid-cap earnings estimates are rising for the first time in three years.
Accenture's AI-Driven Revenue Engine
- Accenture's revenue surge is driven by deep partner ecosystems and rapid GenAI adoption across clients.
- Julie Sweet says Accenture nearly tripled GenAI revenue since late 2022 and booked over $80 billion for the year.