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Sentiment · FY2026 Q4
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $3.28B | +10.2% | $0.70 | -17.6% | 8.3% | 6.0% | $329M |
| FY2025 Q2 | $3.96B | +17.0% | $1.67 | +33.6% | 15.0% | 11.9% | $1.04B |
| FY2025 Q3 | $7.75B | +15.1% | $10.02 | +19.1% | 48.0% | 36.4% | $4.36B |
| FY2025 Q4 | $3.83B | +20.3% | $1.35 | +2028.6% | 8.8% | 9.9% | $356M |
| FY2026 Q1 | $3.88B | +18.3% | $1.59 | +127.1% | 13.7% | 11.5% | $599M |
| FY2026 Q2 | $4.65B | +17.4% | $2.47 | +47.9% | 18.4% | 14.9% | $1.52B |
| FY2026 Q3 | $8.56B | +10.4% | $11.09 | +10.7% | 47.0% | 35.8% | $5.24B |
| FY2026 Q4 | $4.35B | +13.7% | $1.34 | -0.7% | 10.9% | 8.3% | $1.26B |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Siti Panigrahi | Mizuho Securities | 9 (22%) |
| Alex Zukin | Wolfe Research | 8 (0%) |
| Keith Weiss | Morgan Stanley | 8 (25%) |
| Brad Zelnick | Deutsche Bank | 7 (14%) |
| Kirk Materne | Evercore ISI | 7 (0%) |
| Taylor McGinnis | UBS | 6 (0%) |
| Brent Thill | Jefferies | 5 (40%) |
| Raimo Lenschow | Barclays | 5 (0%) |
| Michael Turrin | Wells Fargo | 4 (0%) |
| Steve Enders | Citigroup | 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 | 9 (22%) |
| Wolfe Research | 1 | 8 (0%) |
| Morgan Stanley | 1 | 8 (25%) |
| Deutsche Bank | 2 |
| 8 (13%) |
| Evercore ISI | 1 | 7 (0%) |
| Jefferies | 2 | 6 (33%) |
| UBS | 1 | 6 (0%) |
| Goldman Sachs | 2 | 5 (0%) |
Intuit delivered Q3 revenue of $8.6 billion, up 10% YOY, beating the high end of guidance across revenue, operating income, and EPS. TurboTax Live was the standout, with customers up 38% and revenue growing 36% to represent 53% of total TurboTax revenue, while mid-market QBO Advanced/IES online ecosystem grew 38%. Management raised full-year FY2026 guidance, lifting non-GAAP EPS to $23.80-$23.85 (~18% growth), reflecting continued AI-driven efficiencies and a 17% workforce reduction aimed at building a leaner organization. Price-sensitive DIY filers under $50K income remained a headwind, with management announcing a business model shift from complexity-based to value-based pricing to address the shortfall durably.
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 |
What INTU and other companies said about each other on FY2026 Q3 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“the biggest thing that our partnership with an Anthropic and an OpenAI really fuels is when you look at our $300 billion in total addressable market where we have 6% penetration, it is actually opening up the funnel for us with high intent customers”
Intuit's partnerships with Anthropic and OpenAI open the top of the funnel, connecting QuickBooks within LLMs to reach high-intent, early-stage business customers.
“the biggest thing that our partnership with an Anthropic and an OpenAI really fuels is when you look at our $300 billion in total addressable market where we have 6% penetration, it is actually opening up the funnel for us with high intent customers”
Intuit's partnerships with Anthropic and OpenAI open the top of the funnel, connecting QuickBooks within LLMs to reach high-intent, early-stage business customers.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
INTU Intuit | 9 | +10.4% | |
| ADSK Autodesk | 10 | +18.4% | |
| AI C3.ai, Inc. | 3 | -52.5% | |
| APP Applovin Corp | 8 | +52.8% | |
| CDNS Cadence Design Systems | 9 | +24.2% | |
| CHYM Chime Financial, Inc. Class A Common Stock | 9 | +26.8% | |
| CRM Salesforce, Inc. | 9 | +13.3% | |
| DDOG Datadog | 10 | +35.6% | |
| FICO Fair Isaac | 9 | +25.7% | |
| FIG Figma, Inc. | 9 | +48.3% | |
| MSTR MicroStrategy Inc. | 6 | +6.9% | |
| NOW ServiceNow | 8 | +24.0% | |
| PTC PTC Inc. | 4 | -6.8% | |
| SHOP Shopify | 9 | +33.7% | |
| SNOW Snowflake Inc. | 10 | +33.5% | |
| SOUN SoundHound AI, Inc. | 9 | +45.0% | |
| TEAM Atlassian | 10 | +27.6% | |
| TTD The Trade Desk, Inc. | 4 | +3.0% | |
| TYL Tyler Technologies | 5 | +8.2% | |
| U Unity Software Inc. | 9 | +23.9% | |
| UBER Uber | 8 | +12.2% | |
| WDAY Workday, Inc. | 9 | +13.5% |