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Sentiment · FY2026 Q3
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“an increase in commercial workspace wins, including projects with Google, WeWork, TurboTax, and PayPal”
TurboTax (Intuit) is named as a B2B commercial workspace customer win for Williams-Sonoma.
“Intuit is expanding its long-time relationship with ServiceNow to remove friction with done-for-you agentic AI experiences for their employees.”
Intuit is expanding its long-standing relationship with ServiceNow, adopting done-for-you agentic AI experiences for its employees.
“And we now have direct API integrations into eight of the leading financial data aggregators. So, the big names that you've heard of like Finicity, Yodlee, and Plaid, Intuit and MX, but there are several others.”
Jack Henry built direct API integrations with major financial data aggregators including Intuit ahead of CFPB 1033 open-banking requirements, expanding Intuit's data connectivity into Jack Henry's bank clients.
“We signed new AWS agreements with companies including Intuit, PayPal, Norwegian Cruise Line Holdings, Northrop Grumman, The Guardian Life Insurance Company of America, Reddit, Japan Airlines, Baker Hughes, the Hertz Corporation, Resin Chime Financial, Asana, and many others.”
Intuit signed a new AWS cloud agreement in the quarter.
“Earlier this month, we launched all 4 of our apps in OpenAI's App Directory.”
Intuit launched all four of its apps in OpenAI's App Directory as part of its LLM-partner distribution strategy.
“this week, we announced a multiyear game-changing partnership with Anthropic to advance highly personalized experiences for consumers and businesses.”
Intuit announced a multiyear partnership with Anthropic, building AI agents on Claude and bringing Intuit capabilities to Claude and Cowork users.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Keith Weiss | Morgan Stanley | 8 (25%) |
| Siti Panigrahi | Mizuho Securities | 8 (13%) |
| Alex Zukin | Wolfe Research |
“having access and working side by side with the OpenAI team, having access to their frontier models”
Intuit gains access to OpenAI's frontier models through the partnership, underscoring OpenAI's positioning as a frontier-model provider to enterprise partners.
“one of the game-changing elements that OpenAI is excited about is the fact that customers will be able to get accurate, secure answers that are personalized all within ChatGPT.”
Intuit announced a partnership integrating its apps into OpenAI's ChatGPT, giving OpenAI's platform personalized, secure financial answers — a read-through on OpenAI expanding third-party app integrations in ChatGPT.
| 8 (0%) |
| Brad Zelnick | Deutsche Bank | 6 (0%) |
| Kirk Materne | Evercore ISI | 6 (0%) |
| Brent Thill | Jefferies | 5 (40%) |
| Taylor McGinnis | UBS | 5 (0%) |
| Scott Schneeberger | Oppenheimer | 4 (25%) |
| Steve Enders | Citigroup | 4 (0%) |
| Kash Rangan | Goldman Sachs | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Mizuho Securities | 1 | 8 (13%) |
| Morgan Stanley | 1 | 8 (25%) |
| Wolfe Research | 1 | 8 (0%) |
| Deutsche Bank | 2 | 7 (0%) |
| Evercore ISI | 1 | 6 (0%) |
| Jefferies | 2 | 6 (33%) |
| Goldman Sachs | 2 | 5 (0%) |
| UBS | 1 | 5 (0%) |
Intuit posted Q2 revenue of $4.7 billion, up 17%, as AI Agents reached over 3 million customers with 85%+ repeat engagement and the Anthropic multiyear partnership was announced. IES new contracts grew nearly 50% quarter-over-quarter and the Construction Edition launched as the first industry-specific IES offering. Total online payment volume grew 29% with bill pay nearly doubling, and TurboTax revenue grew 12% despite IRS returns declining over 5 points. Full-year guidance was reaffirmed.
Competitive Dynamics | Demand | Revenue Growth | Innovation & R&D | Pricing | Margin | Macroeconomic | Product Launch | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 7 | 4 | 8 | 1 | 5 | 3 | ||
| 2025Q2 | 3 | 4 | 4 | 3 | 2 | 1 | 2 | |
| 2025Q3 | 3 | 5 | 3 | 2 | 3 | 1 | 1 | 4 |
| 2025Q4 | 3 | 5 | 3 | 6 | 3 | 2 | 1 | |
| 2026Q1 | 5 | 4 | 4 | 4 | 3 | 2 | 2 | 1 |
| 2026Q2 | 6 | 2 | 1 | 5 | 1 | 1 | ||
| 2026Q3 | 5 | 3 | 3 | 1 | 1 | 1 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Competitive Dynamics | 7 | 3 | 3 | 3 | 5 | 6 | 5 |
| Demand | 4 | 4 | 5 | 5 | 4 | 2 | 3 |
| Revenue Growth | 8 | 4 | 3 | 3 | 4 | 1 | 3 |
| Innovation & R&D | 1 | 2 | 6 | 4 | 5 | 1 | |
| Pricing | 3 | 3 | 3 | 3 | 1 | 1 | |
| Margin | 5 | 2 | 1 | 2 | 1 | ||
| Macroeconomic | 3 | 1 | 1 | 2 | 2 | 1 | |
| Product Launch | 2 | 4 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
INTU Intuit | 9 | +10.4% | |
| ADSK Autodesk | 10 | +18.4% | |
| APP Applovin Corp | 9 | +24.1% | |
| CDNS Cadence Design Systems | 9 | +18.7% | |
| CRM Salesforce, Inc. | 9 | +13.3% | |
| DDOG Datadog | 10 | +32.1% | |
| FICO Fair Isaac | 9 | +38.7% | |
| MSTR MicroStrategy Inc. | 7 | +11.9% | |
| NOW ServiceNow | 7 | +22.1% | |
| PTC PTC Inc. | 9 | +21.7% | |
| SHOP Shopify | 8 | +34.3% | |
| TEAM Atlassian | 7 | +31.7% | |
| TTD The Trade Desk, Inc. | 8 | +11.8% | |
| TYL Tyler Technologies | 8 | +8.6% | |
| UBER Uber | 8 | +14.5% | |
| WDAY Workday, Inc. | 9 | +13.5% |