Accenture's June 18 Earnings Become the Market Test of Whether AI Consulting Is Real

Summary

Ahead of Accenture's June 18 earnings, analysts have coalesced around three metrics that will reveal whether AI consulting is genuine structural growth or a crested wave: (1) the bookings trajectory — whether AI-related bookings keep accelerating or have plateaued; (2) AI consulting revenue actually recognized rather than future commitments (only ~20% of organizations are already generating revenue from AI initiatives); and (3) headcount and utilization — whether revenue per employee is improvin