ACN/CTSH Partnership Expansion Directionally Positive But Unlikely to Move Needle Near-Term

研报英文原文证据摘录

ACN/CTSH Partnership Expansion Directionally Positive But Unlikely to Move Needle Near-Term

Update

July 7, 2026 07:07 PM GMT

Morgan Stanley & Co. LLCMIT Services | North America James E Faucette

Equity Analyst

ACN/CTSH Partnership James.Faucette@morganstanley.comShefali Tamaskar +1 212 296-5771

Research Associate

Shefali.Tamaskar@morganstanley.com +1 212 761-4948

Expansion Directionally Positive Michael N Infante

Michael.Infante@morganstanley.com +1 212 761-4631

But Unlikely to Move Needle Meryl R Thomas, CFA

Meryl.Thomas@morganstanley.com +1 212 761-0774

Near-Term

IT Services

North America

What happened? Industry View In-Line

• On 7/7, Accenture's newly launched Accenture Edge business announced a

suite of agentic solutions with Google Cloud to enable mid-market

companies to drive technology and AI transformation. The Accenture Edge

and Google Cloud collaboration will use Google Cloud as its technology

foundation, powering mid-market solutions (Accenture Edge typically serves

companies with annual revenues between $300M-$3B) with the Gemini

Enterprise app, Gemini Enterprise Agent Platform, and Agentic Data Cloud.

Leveraging Accenture’s forward deployed engineers (FDEs), these

technologies provide the agentic intelligence, data infrastructure and cloud-

native architecture needed to scale AI operations. The collaboration delivers

agentic solutions across six areas: 1) customer intelligence and growth, 2)

customer experience, 3) cybersecurity, 4) agentic and data-led business

operations, 5) industry solutions, and 6) workforce enablement.

• Separately, CTSH announced a significant expansion of its partnership with

Google Cloud, building on the dedicated Gemini Enterprise practice

announced in April, where they jointly deliver solutions, a portfolio of