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Companies · INTU

INTU Reported this cycle

Intuit Inc.

Mountain View, CA Founded 1984 Enterprise SaaS & Cloud

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Latest analysis

Updated Aug 25, 2026

Intuit crosses $20B revenue milestone in FY2026, guides 9-10% growth in FY2027 with Big Bets segment now 30% of revenue

Intuit delivered $21.4 billion in FY2026 revenue, crossing the $20 billion threshold on 14% growth, with its Big Bets portfolio — TurboTax Live, Credit Karma, QuickBooks Online, and Intuit Enterprise Suite — growing 34% and representing 30% of full-year revenue. FY2027 guidance of $23.3-$23.5 billion implies a deliberate deceleration to 9-10% growth, with Mailchimp now broken out as a flat-to-declining standalone segment at negative 1% to 0% expected growth. Two structural changes take effect in FY2027: Mailchimp becomes a separate reportable segment, and share-based compensation ($2.1 billion in FY2026) will no longer be excluded from non-GAAP results — a significant shift that compresses non-GAAP EPS optics for investors benchmarking on the old basis.

Tone: mixed

Revenue

$18.8B

INTU 10-K · FY 2025

Employees

18,200

Revenue FY2024

$16.3B

Founded

1984

Profile

INTU 10-K Item 1 · Sep 3, 2025

Intuit is a global financial technology platform serving approximately 100 million consumers, small and mid-market businesses, and accountants worldwide. The company offers tax preparation, accounting, payroll, payments, marketing automation, and personal finance products through four segments: Global Business Solutions, Consumer, Credit Karma, and ProTax. Its declared strategy is to function as an AI-driven expert platform that combines autonomous AI agents with a network of AI-enabled human experts to deliver done-for-you financial experiences.

Read filing description ↓

Intuit is a global financial technology platform with a mission to power prosperity around the world. Serving approximately 100 million consumers, small and mid-market businesses, and accountants worldwide, Intuit's platform brings the power of artificial intelligence (AI) and human intelligence together to fuel customers' success. With TurboTax, Credit Karma, QuickBooks, Mailchimp, and Intuit Enterprise Suite, we help put more money in customers' pockets, save them time by eliminating work, and help ensure that they have complete confidence in every financial decision they make. Our strategy is to be an AI-driven expert platform by connecting customers to a virtual team of AI agents and AI-enabled human tax and financial experts. We're creating done-for-you experiences by automating everyday tasks, managing complex workflows and processes, and solving challenges before they arise with predictive insights. We connect customers to AI-enabled human experts for that last mile of decisions or to complete the work for them. We harness the power of data, data services, AI, and human intelligence that help customers reach their financial goals. Intuit's all-in-one business platform helps customers run and grow their businesses end-to-end, from lead to cash. This includes financial management - including payments and capital - compliance, human capital management, and marketing products and services. Intuit's consumer platform helps customers do their taxes with ease and confidence and improve their financial success, from credit building to wealth building, with tax and personal financial management products. For accounting professionals, we provide professional tax and financial management products and services.

Primary products

  • TurboTax
  • TurboTax Live
  • TurboTax Live Full Service
  • QuickBooks Online
  • QuickBooks Online Advanced
  • QuickBooks Desktop Plus

Business segments

Global Business Solutions Consumer Credit Karma ProTax

End markets

Consumers Small and mid-market businesses Accounting professionals Financial institutions

Geographies

United States Canada United Kingdom Australia India Israel International

Named customers

Amazon Web Services Google Cloud Platform
“We believe our most important competitive factors are our innovation and technology capabilities, functionality, ease of use, and security of our offerings, the integration of our offerings with each other and third-party offerings, brand recognition and reputation, quality of support, and cost.” Competitive position, as stated in the filing

Revenue commentary · FY 2025

Total net revenue grew to $18.8 billion in fiscal 2025 from $16.3 billion in fiscal 2024, driven by 16% growth in Global Business Solutions, 10% growth in Consumer, 32% growth in Credit Karma, and 4% growth in ProTax.

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Analysis, signals, diligence answers, M&A activity and every quote, each citing the filing it came from.

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