INTU Intuit (INTU) Q2 FY26 earnings call
Intuit delivered strong Q2 FY26 results, driven by its AI and human intelligence platform innovation across its three Big Bets. The company is seeing robust momentum in its assisted tax segment, mid-market offerings, and business platform, leading to sustained double-digit revenue growth and margin expansion. Strategic partnerships with AI leaders like Anthropic are expanding its reach while maintaining data privacy and economic control.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
INTU operating KPIs by quarter
| KPI | Apr 2025 Q3 FY25 | Oct 2025 Q1 FY26 | This call Jan 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Customers | ~100MWe're fueling the financial success of approximately 100 million customers by automating everyday tasks, managing complex workflows and processes and solving challenges before they arise with predictive insights and taking actions.Source: earnings call transcript | — | <100MThat creates a powerful network effect that reinforces our competitive advantage with our nearly 100 million customers and a system of AI agents and AI-enabled experts fueling ARPC growth and margin expansion.Source: earnings call transcript | — |
| Customers Leveraging AI agents | — | 2.8MWe're continuing to see momentum with our virtual team of AI agent with 2.8 million customers leveraging these agents to do the work for them.Source: earnings call transcript | 3M+Over 3 million customers have leveraged agents to do the work for them with all-time repeat engagement of more than 85%.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.