$ACN Accenture Tape Reports
Per Ticker.id: $ACN Accenture Tape Reports — 9 podcast mentions across 5 podcasts (30 days), latest 2026-08-27 00:00 UTC.
Stig Brodersen: And by the way, if you're asking yourself, "Well, aren't you guys bullish on Palantir? You're talking about that for 60 minutes now. So wouldn't you think that it's attractive to buy back shares at today's prices?" I should really clarify again that last year and the year before that, the story was completely different. So Palantir actually changed compared to last year because growth has accelerated so much and the valuation has come down that I do believe it's attractive here. And especially it has been before the earnings release. Just a year ago or two years ago, I considered it rightfully so, I believe, to be one of the most expensive companies in the market, and it probably would've been a good short. But what I asked myself in terms of capital allocation is why does Palantir not invest more money in their workforce, especially given that they always say they have so much more demand for their product and they keep generating more revenue per user. So I just feel that an investment in the workforce would seem like quite a good investment. What Palantir does instead, and I talked to you before our recording about this, I don't fully understand it, is that it partners with the consultancy firm Accenture and basically they use Accenture employees as forward deployed engineers. So Accenture trains its own consultants on Foundry and NLP, so they obviously have a better idea of what Palantir is than the average Accenture consultant. But still, those people then do the deployment work at the customer side. And Palantir sells the software license. So on paper it makes sense because they keep the high margin revenue. But I feel like that doesn't fully make sense because you feel like Palantir is only hiring these highly talented people because a lot of the work that they do is going into the company, figuring out how it works, doing all the politics, and then getting the ontology. And now it seems like you can just get 1,000, you know, nothing against people who work at Accenture, please don't misunderstand that, But you can just get people from Accenture who don't understand Palantir to the same level than Palantir engineers, and they do the work for you. And again, it's not a small amount of people. For context, Palantir has about 4,500 employees.
Daniel Mahncke — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27Accenture has close to 800,000, and they already have more than 1,000 foundry specialists.
Daniel Mahncke — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27I'm stunned that there are companies out there employing 800,000 people. That I can't even fathom that. I don't know where you even begin in overseeing that many employees. And so Yeah, it probably makes a ton of sense why Accenture would be looking for outside help or why Palantir would be looking to tap into their network of employees. But you know, how about we transition to talking about valuation now? I'm very curious to hear how you think about this as a value investor, but also as someone who seems quite excited by Palantir's technology and the growth. It is really riveting. And so admittedly, I would've dismissed Palantir as being a hopelessly overvalued meme stock. But you already told me before recording that there is maybe the chance for legitimately attractive entry points in this stock, especially with how volatile it is.
Preston Pysh — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27This episode is brought to you by Accenture. When your advertising operations fall out of sync, everything else follows. Spotify and Accenture are working together to reinvent the rhythm of ad sales using automation, analytics, and smarter workflows to simplify campaign delivery and access better data across the business. The result? Less time spent on operations, more time connecting brands with the moments and fandoms that matter most. Learn more at accenture.com/spotify.
Speaker K — The Vergecast · We play a brutal quiz of our gadget memories · 2026-08-24That was Hanan Hapi, co-founder and CEO of Exawatt, on why the AI race is less about algorithms and more about electricity, and why the US is dramatically behind where it needs to be. I'm Motley Fool analyst Rachel Warren. The conversation about AI almost always focuses on chips and models, but Hanan argues that the real bottleneck is something far more physical. He joined me to discuss why a single year of grid delays could cost a hyperscaler $12 billion in missed revenue, why communities across the country are pushing back hard on data center development, and what investors watching the AI buildout should actually be tracking as the capital flows in. We hope you enjoy. Hello everyone, and welcome back to Motley Fool Conversations. I'm Motley Fool analyst Rachel Warren. Today I'm joined by Hanan Happi, the co-founder and CEO of Exawatt. Hanan brings an incredible deep tech background to the table. He studied mechanical engineering at the Technical University of Munich, later attended the Stanford Graduate School of Business, and prior to launching Exawatt, he held key engineering and leadership roles at industrial and tech powerhouses like General Electric, Accenture, Tesla. He also co-founded Volanssi, an autonomous hardware and logistics company. But now he's tackling one of the biggest challenges facing the tech sector right now. His company Exawatt, which has captured the backing of elite investors like Sam Altman and Andreessen Horowitz, is purpose-built to power AI, delivering dedicated renewable energy to the engines of modern intelligence. Exawatt calls its new energy generation category, on-site firm Solar. It's designed to bypass the years-long utility grid delays that are stalling the modern AI buildout. Hanan, welcome to the show.
Rachel Warren — Motley Fool Hidden Gems Investing · America Is 10x Behind China in AI Infrastructure — The CEO Building the Solution · 2026-08-23This episode is brought to you by Accenture. When your advertising operations fall out of sync, everything else follows. Spotify and Accenture are working together to reinvent the rhythm of ad sales using automation, analytics, and smarter workflows to simplify campaign delivery and access better data across the business. The result? Less time spent on operations, more time connecting brands with the moments and fandoms that matter most. Learn more at accenture.com/spotify. As always, people on the program may have interest in the stocks they talk about, and The Motley Fool may have formal recommendations for or against, so don't buy or sell stocks based solely on what you hear. All personal finance content follows The Motley Fool's editorial standards and is not approved by advertisers. Advertisements are sponsored content and provided for informational purposes only. To see our full advertising disclosure, please check out our show notes. All right, Lou, I wanted to get to some of the drama around data centers that we've seen really take off over the last week or so, but there's been some new polling about how unpopular data centers are. The reason that this is so important is I, I could make the argument that the AI buildout is both holding up the market and the economy at this point. So has the tech world just gone too far with this buildout and just wanting to build anything anywhere? Is this a political problem? Where does your head go with the risk factors with this becoming now a political football?
Travis Hoying — Motley Fool Hidden Gems Investing · Cancer Vaccines & Data Center Drama · 2026-08-21This episode is brought to you by Accenture. When your advertising operations fall out of sync, everything else follows. Spotify and Accenture are working together to reinvent the the rhythm of ad sales using automation, analytics, and smarter workflows to simplify campaign delivery and access better data across the business. The result? Less time spent on operations, more time connecting brands with the moments and fandoms that matter most. Learn more at accenture.com/spotify.
Speaker D — The Vergecast · Pixel reviewer roundtable · 2026-08-19Terms apply. This episode is brought to you by Accenture. When your advertising operations fall out of sync, everything else What follows? Spotify and Accenture are working together to reinvent the rhythm of ad sales using automation, analytics, and smarter workflows to simplify campaign delivery and access better data across the business. The result? Less time spent on operations, more time connecting brands with the moments and fandoms that matter most. Learn more at accenture.com/spotify.
Speaker D — The Vergecast · Pixel reviewer roundtable · 2026-08-19