"AI is the defining technology of our time." Satya Nadella CEO, Microsoft
Top performance
Accenture Inc. reported $ 1.1 billion in advanced AI revenue for its first quarter ending November 2025. This 120 percent increase shows rapid adoption as clients move beyond simple proofs of concept into deep technology integration. Not many big IT firms have been able to manage this so far. The firm will stop disclosing standalone AI revenue figures. Leadership believes that because AI is pervasive, separate data no longer provide a clear picture of success. They prefer focusing on how the technology drives value across all business deals.
Integration not isolation
The company noted that isolating AI data is not meaningful because it is embedded in every project. Standalone numbers create confusion when the value is tied to broader multi year platform transformations.
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Context
Accenture reached this milestone quickly, having reported $100 million in AI revenue in 2023. Competitors like TCS and HCL also show momentum, with TCS reporting $1.5 billion on an annualised basis in recent reports. The company ended the quarter with $18.74 billion in revenue. Accenture maintained its full year guidance, citing AI led reinvention as a critical factor. Management remains optimistic about overall spending and gaining market share.
Summary
Accenture achieved over $1 billion in quarterly AI revenue but will stop reporting these figures separately. As AI becomes an embedded component of all services, the company believes isolating these numbers no longer accurately reflects the full scope of its work.
Food for thought
If a technology becomes so pervasive it cannot be measured separately, how can companies prove its specific return on investment?
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AI concept to learn: AI Revenue Streams
AI revenue streams
emerge from monetizing intelligence rather than just software.
Organizations earn value through AI-powered products, usage-based APIs,
enterprise subscriptions, data-driven insights, automation services, and
embedded AI features within existing offerings. Additional streams
include model licensing, vertical-specific AI solutions, outcome-based
pricing, and AI-enabled cost savings shared with clients. The shift is
from selling tools to selling continuous intelligence, productivity
gains, and measurable business impact at scale.
[The Billion Hopes Research Team shares the latest AI updates for learning and awareness. Various sources are used. All copyrights acknowledged. This is not a professional, financial, personal or medical advice. Please consult domain experts before making decisions. Feedback welcome!]
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