INTUIT SEES FY2027 REVENUE OF $23.28 BLN-$23.51 BLN VERSUS A $23.72 BLN ESTIMATE AND FY2027 ADJUSTED EPS OF $22.88-$23.12, WITH Q1 REVENUE OF $4.29 BLN-$4.31 BLN VERSUS $4.36 BLN EXPECTED AND Q1 ADJUSTED EPS OF $2.44-$2.48, ADDING THAT MAILCHIMP WILL BE A SEPARATE REPORTABLE SEGMENT BEGINNING IN FISCAL 2027.

INTUIT $INTU JUST REPORTED Q4 EARNINGS - Revenue: $4.35B, beating expectations of $4.27B 🟢 - Adjusted EPS: $4.03, beating expectations of $3.58 🟢 - GAAP EPS: $1.34 - Net income: $363M - Operating income: $475M, missing expectations of $1.30B 🔴 - Pretax profit: $540M, missing expectations of $1.30B 🔴 - Quarterly dividend: $1.38 per share Q1 guidance: - Revenue: $4.29B-$4.31B, below expectations of $4.36B 🔴 - Adjusted EPS: $2.44-$2.48 FY2027 guidance: - Revenue: $23.28B-$23.51B, below expectations of $23.72B 🔴 - Adjusted EPS: $22.88-$23.12 Mailchimp becomes a separate reportable segment beginning in fiscal 2027.

INTUITIVE MACHINES $LUNR Q2’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $206M (Est. $216M) 🔴 🔹 EPS: -$0.29 (Est. -$0.10) 🔴 🔹 Backlog: $1.8B FY Guide: 🔹 Revenue: $900M-$1B (Est. $933M) 🟡 🔹 Adjusted EBITDA: Positive Other Q2 Metrics: 🔹 Cash & Cash Equivalents: $367M 🔹 Net Loss: -$62.8M 🔹 Backlog: $1.8B Comments: 🔸 “highlighted by revenue over four times Q2 2025 as we executed across our programs, recorded unprecedented bookings and backlog, and positioned the Company for the next phase of growth.” 🔸 “every strategic decision we have made has been focused on building that next-generation space prime.”

1 intuition I have is that Delta Net is kind of a soft sliding window since the decay forces earlier tokens to have less signal (unlike RoPE) In their ablations, they show that their approach beats SWA (soft sliding > hard sliding) and Full Attention (i assume flops matched)

$INTU - INTUIT GUIDANCE MISSES AS GROWTH SLOWS Results Q4 Revenue: $4.35B vs. $4.27B est., up 13.6% YoY FY27 Guidance Revenue: $23.28B–$23.51B vs. $23.72B est.; growth slows to 9%–10% Adj. EPS: $22.88–$23.12 vs. $27.32 est. TurboTax Revenue: +2%–3% vs. +7% in FY26 Mailchimp Revenue: Flat to -1% Q1 Guidance Revenue: $4.29B–$4.31B vs. $4.36B est. Adj. EPS: $2.44–$2.48 vs. $4.04 est.

General Intuition, the startup building a foundation model that trains generalized AI agents how to move through space and time, is in talks to raise at a $6 billion pre-money valuation from new investors including Valor Ventures, Point72 Ventures, Seven