EarningsForeign exchange factors are expected to drive a lower GAAP EPS, which could impact reported earnings.
Revenue GrowthRevenue growth remains challenged, and Generative AI is taking a while to develop, making it hard to know if it will be an incremental IT spend or replace other investments.
US Federal SpendingThe Department of Government Efficiency (DOGE) aims to meaningfully reduce government expenditures, which could impact companies with exposure to US federal spending like Accenture.