INTU Intuit (INTU) Q1 FY26 earnings call
Intuit delivered a strong Q1 FY26, driven by its AI-driven expert platform strategy and momentum across its business and consumer segments. The company is focused on accelerating mid-market penetration and enhancing its consumer platform, leveraging AI and human intelligence to drive customer success and expand its total addressable market. Operational efficiencies and strategic partnerships are also contributing to performance.
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INTU operating KPIs by quarter
| KPI | Apr 2025 Q3 FY25 | This call Oct 2025 Q1 FY26 | 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.