Intuit Inc. (INTU) Earnings Call Transcripts
Intuit Inc.'s Latest Earnings Call - Q4 FY2026
Intuit Inc. reported solid results for the fourth quarter and fiscal year 2026, with full-year revenue growth of 14% and GAAP diluted EPS growth of 20%. However, management signaled a cautious outlook for fiscal 2027, expecting revenue growth to decelerate to 9-10%, primarily due to challenges in customer acquisition and a shift in focus towards new customer growth strategies. The company aims to enhance its competitive position through targeted investments in customer acquisition and product innovation.
Reported metrics
| Metric | Value |
|---|---|
| Total Revenue | $23.1B (beat) |
| GAAP Diluted EPS | $5.36 (beat) |
| Revenue Growth Guidance (FY2027) | 9-10% (negative) |
| Big Bets Revenue Growth | 34% (positive) |
| DIY Customer Growth | 3% (negative) |
| Share Repurchases | $5.5B (positive) |
Guidance from management
For fiscal 2027, Intuit expects total revenue growth of 9-10% and GAAP diluted EPS of $20.12 to $20.36, reflecting a focus on new customer acquisition and strategic investments despite anticipated deceleration in some segments.
What management said
I was going to add a couple of factors to complementary to what Sasan shared about the GBSG long-term 10% to 15%. Just a reminder to also keep in mind that desktop is nearly 1/4 of the GBSG business, and that is an ecosystem we expect is going to be declining. But outside of the desktop, the areas that you have to underwrite for confidence in the GBS, the mid-market, online ecosystem, they continue to grow at a very ...
What analysts pressed on
Analysts expressed concerns about the deceleration in revenue growth and the impact of competitive pressures in the DIY tax segment. There were questions regarding the sustainability of growth in the face of increased competition and potential structural changes brought on by AI innovations.
Main topics on the call
- Revenue Growth and Earnings Performance — Intuit's total revenue for fiscal 2026 reached $23.1 billion, reflecting a 14% growth year-over-year. GAAP diluted EPS was reported at $5.36, marking a 20% increase. Management stated, "We closed fiscal year 2026 with so...
- Deceleration in Revenue Guidance — For fiscal 2027, Intuit expects total revenue between $23.279 billion and $23.512 billion, representing a growth rate of 9-10%. This marks a significant deceleration from the previous year's growth, attributed to the des...
- Focus on New Customer Acquisition — Management emphasized a strategic shift towards accelerating new customer acquisition, particularly in the mid-market segment. They stated, "We are deliberately increasing investment in direct new to the franchise acquis...
- Performance of Big Bets — Intuit's 'Big Bets' segments, including assisted tax and mid-market solutions, grew 34% and represented 30% of total revenue. Management expressed confidence in these areas, stating, "Our Big Bets define where we are con...
Read the full Intuit Inc. transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Intuit Inc.
Intuit Inc. (INTU) is a publicly listed company in the Software industry, within the Information Technology sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 80 calls on record spanning January 23, 2020 to August 25, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 80 Intuit Inc. earnings call transcripts on record, spanning January 23, 2020 to August 25, 2026. Based on this history, Intuit Inc. reports quarterly. The most recent call on file is dated August 25, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- INTU
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Information Technology
- Industry
- Software
- Calls on record
- 80
- First call
- January 23, 2020
- Most recent
- August 25, 2026
- Reporting cadence
- quarterly