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Intuit
Intuit (INTU) investor relations material
Intuit Morgan Stanley Technology, Media & Telecom Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Morgan Stanley Technology, Media & Telecom Conference 2026 summary2 Mar, 2026
Financial performance and growth drivers
Achieved 17% top-line growth in Q2, with business platform up 18% and mid-market segment up 40%.
Consumer platform grew 15%, TurboTax up 12% despite IRS filings being down 5%.
Credit Karma contributed 23% growth, with strong performance across all segments.
Margin expansion attributed to tech-led, AI-driven expert platform strategy.
Total addressable market (TAM) is over $300 billion, with current penetration at 6%.
AI and human intelligence (HI) platform strategy
AI and HI combination is unlocking TAM, accelerating ARPC, and expanding margins.
Platform delivers certainty and confidence for high-stakes financial decisions.
AI-enabled experts (“super humans”) increase efficiency and customer willingness to pay.
Gross margins for TurboTax Live are higher than overall company margins.
QuickBooks Live HI adoption up 50% year-over-year, driving attach rates and subscription price changes.
Go-to-market improvements and customer experience
Addressed local presence by launching 600 service centers and flagship stores.
Improved customer conversion rates through enhanced local search and reduced onboarding friction.
Over 5.1 million visitors to local landing pages by early February, up from 4.2 million last year.
Enhanced expert matching and fast money access via Credit Karma.
Focus on elite customer experiences and ongoing improvements.
Mitigate IP risk from AI partnerships
Mailchimp: specific actions for attrition
Internal AI's role in 3x velocity and margins?
Partial view of Summaries dataset, powered by Quartr API
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Next Intuit earnings date
Q3 202621 May, 2026
Intuit
Next Intuit earnings date
Q3 202621 May, 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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Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
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