INTU · Technology

INTUIT INC.

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window

News · 2026-09-22

• AI Competition and Software RiskImportance 21 · Surprise 24
  Meta is developing the Muse AI agent and forming partnerships with PayPal and Shopify. Reporting raised concerns that Muse could reduce demand for Intuit’s traditional software offerings. The coverage did not quantify…

News · 2026-09-21

• Revenue Performance and MixImportance 60 · Surprise 40
  BMO cited Intuit’s 14% revenue growth as evidence of continued expansion. Intuit is using aggressive pricing in its Consumer segment to support customer growth. The company is expanding mid-market offerings and…
• Intuit Business Credit Card LaunchImportance 34 · Surprise 42
  The Intuit Business Credit Card targets existing QuickBooks users by automatically syncing transactions with QuickBooks accounting software. The card offers unlimited 2% cash back on most purchases and 5% cash back on…
• Margin DriversImportance 14 · Surprise 6
  Intuit was described as having an 81% gross profit margin. BMO linked the company’s margin profile to its AI-supported strategy and strong market position. Aggressive Consumer-segment pricing is being used alongside…

News · 2026-09-20

• Revenue Performance and MixImportance 37 · Surprise 6
  Intuit reported quarterly revenue of $4.35 billion, a material financial result above the $643 million inclusion threshold. Quarterly EPS was $4.03, and the company reportedly exceeded analyst expectations. The report…
• Products and TechnologyImportance 31 · Surprise 42
  Intuit identifies artificial intelligence as a key growth driver. The company has expanded its QuickBooks offerings. The report does not specify the AI features, QuickBooks products, or customer adoption levels involved.
• Competition and Pricing PressureImportance 17 · Surprise 24
  The report cites concerns about pressure on Intuit’s market share. It also describes customer growth as slowing. No competitor, pricing action, customer cohort, or quantified market-share change is identified.
• Quarterly Dividend IncreaseImportance 10 · Surprise 6
  Intuit increased its quarterly dividend to $1.38 per share. The dividend change followed quarterly revenue of $4.35 billion and EPS of $4.03. The report did not provide the prior dividend rate, aggregate cash cost, or…

News · 2026-09-18

• Guidance and OutlookImportance 69 · Surprise 48
  Third-party reporting says Intuit reaffirmed its fiscal 2027 outlook for 9–10% revenue growth and 23–24% non-GAAP EPS growth. Management reportedly expects AI and higher-value services across its product ecosystem to…
• AI Product StrategyImportance 57 · Surprise 50
  Intuit expects AI and higher-value services across its product ecosystem to support 9–10% revenue growth in fiscal 2027. The company is targeting faster AI-driven product development, broader adoption, and stronger…
• Revenue Performance and MixImportance 36 · Surprise 14
  Intuit’s reported overall revenue reached $21.4 billion. Fiscal 2027 revenue growth is projected at 9%–10%, implying continued expansion from the $21.4 billion base. Growth is expected to be driven by AI and…
• Operating Income and MarginsImportance 6 · Surprise 6
  Intuit’s reported gross profit margin was 81%. The 81% margin indicates a high-margin software and services model on reported overall revenue of $21.4 billion. UBS said investor confidence depends on consistent…

News · 2026-09-17

• Guidance and OutlookImportance 59 · Surprise 32
  Intuit reaffirmed first-quarter fiscal 2027 revenue guidance of $4,294 million to $4,313 million and diluted EPS guidance of $1.71 to $1.75. Full-year fiscal 2027 revenue guidance remains $23,279 million to $23,512…
• Capital Return ProgramImportance 50 · Surprise 58
  Intuit announced a 15% increase in its dividend during the September 17 Investor Day. The company also plans to continue share repurchases, although the reported coverage does not specify a repurchase dollar amount or…
• Partner Ecosystem ExpansionImportance 31 · Surprise 42
  Solera enhanced its Qapter vehicle-lifecycle platform to integrate with Intuit QuickBooks Online. The integration supports collision repair shops by connecting repair estimating with invoicing and accounting. It…
• QuickBooks Free Customer AcquisitionImportance 31 · Surprise 42
  Intuit is using QuickBooks Free and QuickBooks Lite to widen its customer funnel as online customer growth slows. The lower-cost entry points are intended to address price-related churn and improve customer…
• AI Product StrategyImportance 31 · Surprise 42
  Intuit’s Investor Day positioned AI-driven growth as a response to customer acquisition challenges in DIY tax and QuickBooks Online. The company plans to embed AI more deeply in tax-preparation services and expand…
• AI Strategic InitiativesImportance 31 · Surprise 42
  At its September 17 Investor Day, Intuit placed AI-driven growth at the center of its strategy following customer acquisition challenges. The company plans to embed AI more deeply into tax preparation services and use…

News · 2026-09-15

• Quarterly Earnings and DividendImportance 48 · Surprise 40
  Intuit reported quarterly revenue of $4.35 billion and earnings of $4.03 per share, exceeding expectations. The company increased its dividend by 15% following the quarterly results. The Consumer segment was described…

News · 2026-09-14

• Online Ecosystem GrowthImportance 44 · Surprise 56
  Intuit is deepening QuickBooks monetization through Payments, Bill Pay, and lending products. The company’s online money portfolio grew 31%, indicating strong demand for integrated financial-management services among…

News · 2026-09-13

• Customer Acquisition StrategyImportance 31 · Surprise 42
  Intuit is prioritizing growth in new-to-the-franchise customers across its QuickBooks and TurboTax businesses. The company is also scaling its larger strategic initiatives, including AI-related products and…
• Strategic InitiativesImportance 31 · Surprise 42
  Intuit is prioritizing acquisition of new-to-the-franchise customers as a growth strategy. Chief Financial Officer Sandeep Singh Aujla said the company will continue scaling its larger strategic bets, including…

News · 2026-09-12

• Quarterly Earnings and DividendImportance 26 · Surprise 24
  Intuit reported second-quarter revenue of $4.35 billion, exceeding analyst estimates. Second-quarter earnings per share were $4.03, also beating estimates. Intuit raised its quarterly dividend to $1.38 per share.

News · 2026-09-11

• Strategic InitiativesImportance 31 · Surprise 42
  Intuit CFO Sandeep Aujla announced plans to build an end-to-end consumer platform to regain market share in consumer tax and attract new business customers. The strategy will use Credit Karma to deepen customer…
• Customer Acquisition StrategyImportance 31 · Surprise 42
  Intuit is pursuing an end-to-end consumer platform to regain market share in consumer tax and attract new business customers. Credit Karma is expected to support deeper customer engagement outside the tax season, while…

News · 2026-09-10

• Products and TechnologyImportance 38 · Surprise 60
  Intuit completed Federal Reserve certification for the FedNow Service, enabling instant payments across its money product portfolio. The integration targets small and mid-market businesses by helping them receive…
• FedNow Instant Payments CertificationImportance 38 · Surprise 60
  Intuit completed certification with the Federal Reserve for the FedNow Service on September 10, 2026. The certification enables instant payments across Intuit’s money product portfolio for small and mid-market business…
• Quarterly Dividend IncreaseImportance 32 · Surprise 24
  Intuit increased its quarterly dividend to $1.38 per share. The increase followed quarterly earnings that exceeded analyst expectations. The digest does not state the prior dividend rate, declaration date, or total…
• Revenue Performance and MixImportance 29 · Surprise 22
  Intuit reported 13.7% year-over-year revenue growth in its latest quarterly results. Quarterly EPS was $4.03, exceeding analyst expectations. The digest does not provide absolute revenue, segment revenue, or geographic…

News · 2026-09-09

• Products and TechnologyImportance 10 · Surprise 6
  Sparq Partners, a media and entertainment services firm, transitioned from manual data consolidation to Intuit Enterprise Suite. The platform supports multi-entity reporting and uses AI for preparatory work, reducing…

News · 2026-09-08

• Revenue Performance and MixImportance 48 · Surprise 22
  Intuit reported quarterly revenue of $4.35 billion, up 13.7% year over year. Adjusted EPS was $4.03, exceeding expectations for the quarter. The reported revenue covered Intuit TurboTax, Credit Karma, QuickBooks,…

News · 2026-09-07

• Securities Fraud LitigationImportance 47 · Surprise 60
  Multiple law firms reported a federal securities class action against Intuit and certain officers in the U.S. District Court for the Northern District of California, docketed as 26-cv-07086. The alleged class periods…
• Workforce Reduction and RestructuringImportance null · Surprise 42
  Third-party reports linked Intuit’s securities litigation to disclosures about layoffs and workforce restructuring. The reports said adverse TurboTax business trends and weak financial results were revealed alongside…

News · 2026-09-06

• Competition and Pricing PressureImportance null · Surprise 24
  Third-party reporting alleges that Intuit’s tax-related business, particularly TurboTax, faced increased competition and pricing pressure. The reports characterize these conditions as weighing on TurboTax revenue…

News · 2026-09-04

• Revenue Performance and MixImportance 48 · Surprise 22
  Intuit reported quarterly revenue of $4.35 billion, up 13.7% year over year. Adjusted EPS was $4.03, exceeding expectations for the quarter. The reported revenue covered Intuit TurboTax, Credit Karma, QuickBooks,…
• Securities Fraud LitigationImportance 47 · Surprise 60
  Multiple law firms reported a federal securities class action against Intuit and certain officers in the U.S. District Court for the Northern District of California, docketed as 26-cv-07086. The alleged class periods…
• Quarterly Dividend IncreaseImportance 44 · Surprise 58
  Intuit increased its quarterly dividend to $1.38 per share. The dividend increase was reported as 15% compared with the prior quarterly payout. The higher dividend followed quarterly revenue of $4.35 billion and…

News · 2026-09-03

• Guidance and OutlookImportance 57 · Surprise 60
  Third-party reports said Intuit’s fiscal 2027 outlook implied slower growth, particularly for TurboTax, following a reduction to TurboTax growth guidance. KeyCorp estimated fiscal 2027 EPS at $23.06 and first-quarter…
• Revenue Performance and MixImportance 48 · Surprise 22
  Intuit reported quarterly revenue of $4.35 billion, up 13.7% year over year. Adjusted EPS was $4.03, exceeding expectations for the quarter. The reported revenue covered Intuit TurboTax, Credit Karma, QuickBooks,…
• Securities Fraud LitigationImportance 47 · Surprise 60
  Multiple law firms reported a federal securities class action against Intuit and certain officers in the U.S. District Court for the Northern District of California, docketed as 26-cv-07086. The alleged class periods…
• Quarterly Dividend IncreaseImportance 44 · Surprise 58
  Intuit increased its quarterly dividend to $1.38 per share. The dividend increase was reported as 15% compared with the prior quarterly payout. The higher dividend followed quarterly revenue of $4.35 billion and…
• Competition and Pricing PressureImportance null · Surprise 24
  Third-party reporting alleges that Intuit’s tax-related business, particularly TurboTax, faced increased competition and pricing pressure. The reports characterize these conditions as weighing on TurboTax revenue…

News · 2026-09-02

• Guidance and OutlookImportance 57 · Surprise 60
  Third-party reports said Intuit’s fiscal 2027 outlook implied slower growth, particularly for TurboTax, following a reduction to TurboTax growth guidance. KeyCorp estimated fiscal 2027 EPS at $23.06 and first-quarter…
• Securities Fraud LitigationImportance 47 · Surprise 60
  Multiple law firms reported a federal securities class action against Intuit and certain officers in the U.S. District Court for the Northern District of California, docketed as 26-cv-07086. The alleged class periods…

News · 2026-09-01

• Securities Fraud LitigationImportance 31 · Surprise 42
  Multiple law firms reported a federal securities class action against Intuit and certain officers concerning alleged misstatements about TurboTax growth, competitive advantages, and business prospects. The Pomerantz…
• Competition and Pricing PressureImportance 26 · Surprise 24
  A securities class action alleges that Intuit overstated its competitive advantages and growth prospects. The complaint specifically cites significant business losses in Intuit’s tax-related segment, particularly…

News · 2026-08-31

• Securities Fraud LitigationImportance 40 · Surprise 66
  Multiple law firms reported an Intuit securities class action concerning purchasers of Intuit securities during the February 25, 2025–June 1, 2026 class period. The notices state that the action relates to the…

News · 2026-08-30

• Quarterly Dividend IncreaseImportance 50 · Surprise 58
  Intuit was identified as announcing a 15% dividend increase during the week of August 22–28, 2026. The reported increase was characterized as supported by low payout ratios. The article cited a forward dividend-growth…
• Securities Fraud LitigationImportance 34 · Surprise 42
  Rosen Law Firm reported that a securities class action has been filed against Intuit on behalf of investors who purchased the company’s common stock from February 25, 2025 through June 1, 2026. The class period was…

News · 2026-08-29

• Securities Fraud LitigationImportance 34 · Surprise 42
  Rosen Law Firm announced on August 29, 2026, that it filed a securities class action against Intuit Inc. The proposed class covers purchasers of Intuit common stock from February 25, 2025, through June 1, 2026,…

News · 2026-08-28

• Securities Fraud LitigationImportance 34 · Surprise 42
  Multiple law firms reported that a federal securities class action has been filed against Intuit and is seeking recovery for alleged securities-law violations. The alleged class period runs from February 25, 2025…

News · 2026-08-27

• Revenue Performance and MixImportance 60 · Surprise 40
  Intuit reported fiscal 2026 revenue growth of 14%. Fiscal 2026 GAAP diluted EPS increased 20%, while non-GAAP diluted EPS also increased 20%. For fiscal 2027, Intuit said it is shifting investment and execution toward…
• Market Demand TrendsImportance 60 · Surprise 40
  Intuit reported fiscal 2026 revenue growth of 14%, exceeding the materiality threshold for year-over-year changes. Growth was slower in parts of the QuickBooks and TurboTax businesses. The company plans to shift fiscal…
• Guidance / OutlookImportance 44 · Surprise 58
  Intuit reported that fiscal 2026 revenue grew 14% and said it will shift fiscal 2027 investment and execution toward acquiring more new customers. The change responds to slower growth in parts of the QuickBooks and…
• Securities Fraud LitigationImportance 34 · Surprise 42
  A securities class action was filed in the U.S. District Court for the Northern District of California against Intuit and certain officers under Sections 10(b) and 20(a) of the Securities Exchange Act and Rule 10b-5.…

News · 2026-08-26

• Revenue Performance and MixImportance 46 · Surprise 22
  Intuit reported fiscal 2026 revenue of a record $20 billion, exceeding expectations. Fourth-quarter revenue increased 13.7% year over year to $4.35 billion, exceeding the $4.27 billion consensus estimate by 1.9%. Core…
• Competition and Pricing PressureImportance 40 · Surprise 42
  Intuit CEO Sasan Goodarzi said pricing is the primary reason customers are abandoning TurboTax, particularly among cost-conscious DIY filers. Intuit plans to lower prices for TurboTax DIY offerings in fiscal 2027 to…
• Pricing and Customer AcquisitionImportance 40 · Surprise 42
  CEO Sasan Goodarzi said pricing was the primary reason customers were abandoning TurboTax. Intuit plans to lower prices for TurboTax DIY offerings in fiscal 2027 and apply a similar low-cost approach to QuickBooks. The…
• Customer Acquisition MomentumImportance 34 · Surprise 42
  Intuit is prioritizing new-customer acquisition and market-share gains after weakening momentum among TurboTax users and small-business customers. Analysts said the company needs to reevaluate its acquisition strategy,…
• AI Product DevelopmentImportance 31 · Surprise 42
  Intuit is positioning the Intuit Enterprise Suite and done-for-you services as competitive offerings that combine artificial intelligence with expert support. These offerings are intended to serve mid-market and…