Broadcom posted a blockbuster Q3, with AI-chip revenue rising to $16.7B (up 221% year over year) and total revenue of $29.59B, while guiding Q4 revenue to $34.8B — slightly below Wall Street’s $35.03B estimate — as AI demand and networking hardware fuel growth.
Accenture reported Q3 2026 revenue of $18.7B, up 6% in USD (3% local currency), with a 17% operating margin and EPS of $3.80, up 9%. Free cash flow was $3.6B; share repurchases totaled $1.2B and the dividend rose to $1.63 per share. New bookings were $19.3B, down 2% USD; Consulting revenue rose ~4% and Managed Services ~8%. Growth was driven by AI-related demand and strategic OT cybersecurity acquisitions (Dragos), plus mid-market expansion and the new Accenture Edge. A Middle East conflict reduced about $100M of consulting work, and some large managed‑services deals have been delayed into FY27. Macro uncertainty and longer EMEA decision cycles pose headwinds, but management remains confident in margin and EPS expansion and TAM growth from AI and security offerings, as well as ongoing shareholder returns.