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Accenture Posts Record $22.1B Bookings and Raises Full-Year Guidance as Enterprise AI Spending Defies Macro Headwinds

Accenture reported Q2 fiscal 2026 revenue of $18.0 billion — beating estimates — on Thursday morning, while announcing record new bookings of $22.1 billion and raising its full-year revenue and earnings guidance. The results, which included 41 clients with quarterly bookings above $100 million, provide strong confirmation that enterprise demand for AI-driven consulting, technology transformation, and digital services remains robust even as the broader macroeconomic backdrop grows cloudier.

ADP Report: Private Payrolls Rise 63,000 in February, Beating Estimates but Revealing Narrow Job Growth

The ADP National Employment Report released Wednesday showed U.S. private employers added 63,000 jobs in February, topping consensus estimates of 50,000 and improving from a downwardly revised 11,000 in January. However, gains were concentrated almost entirely in construction and education and health services, with professional and business services shedding 30,000 positions, raising questions about underlying labor market breadth ahead of Friday's official nonfarm payrolls report.