Intuit (INTU) Q4 FY26 earnings call

Earnings call· Jul 2026 (Q4 FY26)· Information Technology· Aug 25, 2026

Source: earnings call transcript

Intuit concluded FY26 with solid results, particularly in its 'Big Bets,' but acknowledged a need to accelerate new customer acquisition. The company is strategically shifting its execution and investments to broaden its customer base, especially in DIY tax and low-end business solutions, by accepting lower initial ARPC and expanding distribution. This re-baselining of growth expectations for FY27 aims to strengthen competitive positioning and ensure durable long-term growth, leveraging its AI-driven expert platform and cross-platform monetization opportunities.

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INTU operating KPIs by quarter

INTU operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Apr 2025 Q3 FY25	Oct 2025 Q1 FY26	Jan 2026 Q2 FY26	Change vs prior quarter
Customers	~100M We'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	—	<100M That 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	—	2.8M We'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.