Looks interesting. Do you know where the debt in Q4 24 suddenly came from?
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•@Iwamoto They have been working more with debt capital for 2 years. They have also taken over a bunch of companies (again just today) and are accumulating cash on the other side. They now have almost $10 billion in cash, which is more than their debt.
Maybe they pay a lot less taxes when they are leveraged.
Maybe they pay a lot less taxes when they are leveraged.
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•@Iwamoto Accenture is in a state of upheaval and is trying to ride the wave of generative AI before traditional consulting services are devalued by AI.
The high investments and massive acquisitions are a flight forward.
However, there is still skepticism as to whether the high investments in AI will generate high margins quickly enough and whether the US government (an important major client) will cut consulting budgets.....
The high investments and massive acquisitions are a flight forward.
However, there is still skepticism as to whether the high investments in AI will generate high margins quickly enough and whether the US government (an important major client) will cut consulting budgets.....
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