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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 (INTU) investor relations material
Intuit Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary18 Sep, 2025
Strategic Vision and Growth Drivers
Focused on three Big Bets: done-for-you AI+HI experiences, money innovations, and mid-market expansion, with significant capital and talent reallocated to these areas for accelerated growth.
Targeting 20% revenue growth by 2030, with a mission to double household savings rates and improve business success rates by over 20 points versus industry benchmarks.
Leveraging a $327B total addressable market with only 6% current penetration, highlighting significant runway for expansion across small business, mid-market, and consumer segments.
Platform strategy centers on consolidating fragmented business apps, reducing complexity, and delivering insights through a unified system of intelligence.
AI and HI integration drives customer benefits, including faster task completion, higher adoption rates, and improved financial outcomes for both consumers and businesses.
Technology, AI, and Platform Innovation
The platform leverages proprietary data, AI, and human expertise to deliver personalized, automated, and scalable solutions across business and consumer segments.
GenOS, the generative AI operating system, accelerates innovation, enabling rapid deployment of agentic experiences and robust developer productivity.
AI agents automate key business functions (accounting, payments, payroll, CRM), saving customers significant time and improving efficiency.
Internal AI adoption has led to 40% faster coding, 39% more code per developer, and substantial cost savings in customer success and marketing.
Over 60B machine learning predictions per day and 4.4B GenOS AI requests, fueling automation and customer insights.
Financial Performance and Guidance
FY25 revenue grew 16% to $18.8B, with business platform revenue at $11.1B and consumer platform at $7.8B.
GAAP operating income up 36% and non-GAAP operating income up 18% in FY25, with 65% of free cash flow returned to shareholders.
TurboTax Live now represents 41% of TurboTax revenue, with Live revenue up 47%.
Credit Karma revenue increased 32% to $2.3B, growing at an 18% CAGR since acquisition, and driving year-round engagement and monetization.
FY26 guidance: 12–13% overall revenue growth, 14–15% for Global Business Solutions, and 17–19% GAAP operating income growth.
Quantify AI's impact on developer velocity
IES competitive advantages vs. traditional ERPs
Explain ARPC uplift for joint CK/TT users
New AI monetization models for Intuit?
IES: How to scale mid-market beyond base?
Mailchimp: Path to FY26 double-digit growth?
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Q1 202620 Nov, 2025
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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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