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20:30
May 20 ◎

INTU FY2026 Q3 Watch

Intuit Inc. (INTU) FY2026 Q3 Earnings Call

OPENAI ANTHROPIC INTU ▾

Sasan Goodarzi

Management highlights its partnership with OpenAI as a strategic funnel for acquiring new customers, reinforcing OpenAI's role in enterprise distribution.

"I think the biggest thing that our partnership with Entropic and OpenAI really fuels is when you look at our 300 billion in total addressable market"

OPENAI WATCH

Sasan Goodarzi

The 'Entropic' mention is a likely mis-transcription of Anthropic, indicating a combined partnership with both leading AI labs to widen its customer funnel.

"I think the biggest thing that our partnership with Entropic and OpenAI really fuels is when you look at our 300 billion in total addressable market"

ANTHROPIC WATCH

Sandeep Ajla

Despite a weak DIY tax season, management raised full-year guidance, signaling confidence in the growth of higher-value segments like assisted tax and mid-market, and in its cost-cutting strategy.

"We are raising total company guidance for revenue and all non-GAAP metrics for the full fiscal year. Guidance includes total company revenue of $21.341 billion to $21.374 billion, growth of 13% to 14%."

INTU WATCH

HIGH

21:30
Feb 26 ◎

INTU FY2026 Q2 Watch

Intuit Inc. (INTU) FY2026 Q2 Earnings Call

OPENAI NULL ANTHROPIC INTU ▾

Sasan Ghadarzi

Intuit is expanding its distribution through OpenAI's ChatGPT app directory, giving OpenAI a foothold in financial services workflows. This suggests OpenAI is seeking to embed itself as the interface layer for high-stakes enterprise functions.

"Earlier this month, we launched all four of our apps in OpenAI's app directory"

OPENAI WATCH

Sasan Ghadarzi

Intuit is deepening its channel partnerships with top accounting firms, which could expand its reach but also signals a reliance on third-party experts to drive adoption in the mid-market.

"This quarter, we signed partnerships with several top 20 accounting firms eager to build reseller practices, including Citron Cooperman and Eddie Bailey."

NULL WATCH

Sasan Ghadarzi

Intuit is partnering with Anthropic to integrate Claude into its platform, positioning Anthropic as a key supplier of frontier models for Intuit's tax and accounting workflows. This validates Anthropic's enterprise momentum but also highlights the risk of commoditization for Intuit's own AI stack.

"this week we announced a multi-year, game-changing partnership with Entropic to advance highly personalized experiences for consumers and businesses."

ANTHROPIC WATCH

Sandeep Ajla

Management's tone is bullish, reaffirming full-year guidance despite a slower tax season start, citing strong Q2 performance and the compounding benefits of AI-driven innovation. They expect sustained double-digit growth and margin expansion, driven by pricing power and AI efficiencies.

"We are reaffirming a fiscal 2026 guidance. This includes total company revenue of $20.997 billion to $21.186 billion"

INTU WATCH

HIGH

21:30
Nov 20 ◎

INTU FY2026 Q1 Watch

Intuit Inc. (INTU) FY2026 Q1 Earnings Call

INTU ▾

Sandeep Ajla

Management reaffirmed fiscal 2026 guidance while reporting strong Q1 results (18% revenue growth, 34% EPS growth), indicating confidence in continued strong execution and momentum.

"We are reaffirming our fiscal 2026 guidance. This includes total company revenue of $20.997 billion to $21.186 billion, growth of 12% to 13%."

INTU WATCH

HIGH

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