AC

Accenture plc stock research

Feb 28, 2023

FY2023 Q2

Accenture (ACN) Gross Margin — Quarter Ended Feb 28, 2023

Revenue increased compared to both the prior quarter and the same quarter last year. Gross profit was lower than the prior quarter but higher than a year ago, while cost of revenue rose relative to both periods, resulting in a gross margin that weakened sequentially but improved year-over-year.

Gross margin takeaway

Quarter ended Feb 28, 2023 · FY2023 Q2

Revenue increased compared to both the prior quarter and the same quarter last year. Gross profit was lower than the prior quarter but higher than a year ago, while cost of revenue rose relative to both periods, resulting in a gross margin that weakened sequentially but improved year-over-year.

  • The strongest observable driver was the increase in cost of revenue relative to revenue compared to the prior quarter, which compressed gross margin.
  • Sequentially, gross margin weakened as cost of revenue grew faster than revenue. Year-over-year, gross margin improved as revenue growth outpaced cost of revenue growth.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

30.6%

Gross profit

$4.8B

Revenue

$15.8B

Cost of revenue

$11.0B

Quarter-over-quarter change

n/a

Year-over-year change

+0.5 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Feb 28, 2023$15.8B$4.8B$11.0B30.6%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Previous quarter unavailable

n/a

Year-over-year change

Feb 28, 2022

+0.5 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The strongest observable driver was the increase in cost of revenue relative to revenue compared to the prior quarter, which compressed gross margin.

Sequentially, gross margin weakened as cost of revenue grew faster than revenue. Year-over-year, gross margin improved as revenue growth outpaced cost of revenue growth.

Monitor the trend in cost of revenue relative to revenue, as the sequential margin decline was driven by cost growth.