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Adoption · Thesis 118 · settles Dec 17 · 55 days · rung 2/3

Will Accenture's operating cash flow hit at least 17 percent of revenue for the quarter ended November 30, 2026?

How it settles

Divide net cash from operating activities by revenue that Accenture reports for the quarter ended November 30 2026 in its 10-Q or 10-K on SEC EDGAR. Yes if the ratio is at or above 17.0 percent, no if below. SEC EDGAR, XBRL company facts of Accenture (Forms 10-Q and 10-K)

The exact question and the full rule

Did the net cash from operating activities of Accenture for the quarter ended November 30, 2026 come to at or above 17.0% of its revenue?

Divide the net cash from operating activities by the revenue that Accenture reports for the quarter ended November 30, 2026 in its 10-Q or 10-K filing on SEC EDGAR. The answer is yes if the ratio is at or above 17.0%; no if it is below 17.0%.

If the source is late or silent: If Accenture has not filed by January 18, 2027, or a filing restates a period the rule reads, the test is inconclusive, and the Result says what was read and what was missing.

If no

Labor-intensive IT services revenue turns negative

Yes: steady project billings and disciplined working capital management push operating cash flow to 17 percent or more of revenue.

If yes

Labor-intensive IT services revenue holds up

No: slower client payments, higher costs, or project delays keep operating cash flow below 17 percent of revenue.

50%
NoYes

No position, no money. The crowd, the Call and the machines appear after you lock your number.

The case · 7 people · 2 minutes
Labor-intensive IT services revenue turns negative4 people argue noLabor-intensive IT services revenue holds up3 people argue yes
Stronger if no · 4 people

Labor-intensive IT services revenue turns negative

Moses SternsteinAug 7

Market dislocations from technology disruption historically force service firms to evolve their offerings; those that adapt thrive while those that do not languish, requiring years of investment in reskilling and business model transformation…

Stronger if yes · 3 people

Labor-intensive IT services revenue holds up

Hayden CapitalAug 27

Even transformational technologies face resistance from existing networks, switching costs, and organizational habits. Companies and individuals continue established purchasing and tool-usage patterns longer than technologists expect, slowing the…

What would change the Call
  • The operating cash flow and revenue figures Accenture reports in its 10-Q or 10-K for this quarter would move the call.
The Call · Thesis 118 · Labor-intensive IT services revenue holds up

The house leans to "Labor-intensive IT services revenue holds up".

The dossier · 5 minutes
The machines' reasons

2 models ran this one. Their numbers and reasons appear after you lock yours.

The thesis

Will at least two of Accenture, Cognizant, Infosys, Globant and EPAM report negative year-over-year constant-currency revenue growth in any single reported quarter ending on or before 2027-09-30?

AI-assisted delivery and renewal repricing deflate the billable unit fast enough that major effort-billed IT services firms post outright organic revenue declines, not just deceleration.