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Business Philosophy31 May 2024
Alex Chriss: The New CEO of PayPal
In late 2023, the former Intuit Senior VP Alex Chriss took over the reins as CEO at PayPal. Discover his background and what's up next for this sleeping giant.
Intuit
Intuit (INTU) investor relations material
Intuit Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary26 Feb, 2026
Executive summary
Q2 FY26 revenue grew 17% year-over-year to $4.7 billion, with strong execution across AI, human intelligence initiatives, and robust performance in core business segments.
Revenue for the first six months of FY26 was $8.54B, up 18% year-over-year, with Global Business Solutions (GBS) contributing 72% and Consumer 28% of total net revenue.
Operating income rose 44% in Q2 to $855 million (GAAP), and net income increased 47% to $693 million; diluted EPS was $2.48 (GAAP), up 49% year-over-year.
Strategic focus remains on AI/HI integration, customer engagement, ARPC growth, and margin expansion, with nearly 100 million customers leveraging the platform.
Segment reporting was revised, combining Consumer, Credit Karma, and ProTax into a single Consumer business effective August 1, 2025.
Financial highlights
Q2 FY26 total revenue reached $4.65B, up 17% year-over-year; GAAP operating income was $855M, non-GAAP operating income $1.5B.
GAAP diluted EPS for Q2 FY26 was $2.48; non-GAAP diluted EPS was $4.15.
Consumer platform revenue grew 15%, with Credit Karma up 23%, TurboTax up 12%, and ProTax up 7%.
Global Business Solutions revenue grew 18% to $3.2B; Online Ecosystem revenue up 21% to $2.5B.
Cash, cash equivalents, and investments totaled $3.0B at January 31, 2026; debt stood at $6.2B.
Outlook and guidance
FY26 revenue guidance reaffirmed at $20.997–$21.186 billion, representing 12–13% growth.
GAAP EPS guidance: $15.49–$15.69 (13–15% growth); non-GAAP EPS: $22.98–$23.18 (14–15% growth).
Global Business Solutions Group revenue expected to grow 14–15%; Consumer Group revenue to grow 8–9%.
TurboTax revenue projected to grow 8%, Credit Karma 10–13%, and ProTax 2–3% for the year.
Q3 FY26 revenue growth expected at ~10%; GAAP diluted EPS $10.56–$10.62.
AI strategy's impact on assisted tax segment
Mailchimp's path to double-digit growth beyond FY26
Debt strategy given $6.2B balance and new facility?
Detail AI+HI monetization beyond subscriptions
Impact of accountant partnerships on mid-market
Explain data security in LLM partnerships
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Next Intuit earnings date
Morgan Stanley Technology, Media & Telecom Conference 20262 Mar, 2026
Intuit
Next Intuit earnings date
Morgan Stanley Technology, Media & Telecom Conference 20262 Mar, 2026
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Frequently asked questions
More than TurboTax
Intuit is a financial software company that provides a range of products and services to help individuals and businesses manage their finances. The company's flagship product is QuickBooks, a cloud-based accounting software that enables small businesses to track income and expenses, create invoices, and manage payroll. Intuit also offers TurboTax, a tax preparation software for individuals, and Mint, a personal finance management tool.
The main business segments
Intuit operates through two main business segments: Small Business and Self-Employed, and Consumer. The Small Business and Self-Employed segment provides products and services to small businesses, self-employed individuals, and accounting professionals. The Consumer segment provides products and services to individual consumers.
A global presence
Intuit was founded in 1983 and is headquartered in Mountain View, California. The company has a global presence with operations in North America, Europe, Asia, and Australia.
Intuit has a strong competitive advantage in the financial software industry, with a focus on innovation and customer experience. The company's investments in artificial intelligence and machine learning have enabled it to offer personalized insights and recommendations to its customers.
Interesting facts about Intuit
One interesting fact about Intuit is that the company has a strong corporate culture focused on diversity and inclusion. The company has been recognized as one of the best workplaces for diversity by Forbes and has set a number of ambitious goals to increase diversity within its workforce.
Additionally, Intuit is committed to sustainability and has set a goal to achieve net-zero emissions by 2030.
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