Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Steve Enders
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q1 (5 quarters; questions recorded in 4).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 4with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 4 of 4 questions from 1 company
INTUIntuit4 questions · 4 reporting periods · 0 of 4 challenging
Calendar 2026 Q1
Just how do you think about what makes sense for you all to kind of focus on? Where does it make sense to rely on some of these third parties?
Show response
Sasan described context vs core framework. Core: proprietary data, domain AI, HI for financial decisions. Context: LLM capabilities for long-tail industry needs like construction dashboards or restaurant analytics.
Calendar 2025 Q4
what's the hope or what's the kind of view of maybe how that changes, I guess, types of customers
Show response
Sasan framed 600 locations and 20 stores as a reach strategy. When customers find and engage with Intuit, they win on experience, price, and access to money. Doubling down on assisted segment.
Calendar 2025 Q3
Have you seen any change in terms of how -- what you're seeing from that perspective, either in your underlying data or from customers coming through?
Show response
Sasan noted consumer credit card balances up only 4% (down from double-digit growth), credit scores down ~10 points. Business revenues flat but profits and cash flows up. Sector-specific variation.
Calendar 2025 Q1
how are you kind of thinking about the productivity rates of the sales force that you've built out
Show response
Sasan noted 60% sales productivity improvement. Accelerating coverage of large accountant partners. Sandeep added AI-driven next-best-action tools boost sales efficiency.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| INTU Intuit | 4 | 0%none of 4 questions |
- INTUIntuit · 4 questions0%none of 4 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q2No questions recorded
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics2
- Demand2
- Innovation & R&D1
- Macroeconomic1
- Revenue Growth1
- Product Launch1