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InvestmentGuru
@InvestmentGuru_
Tracking disruptive innovation | AI • Space • Robotics • Biotech | Long-term investor | Asymmetric opportunities |Compounding |Not financial advice | 🇨🇦
Joined January 2019
1.2K Following    42K Followers
$INTU Q4 FY26 🚨 Strong quarter, but the FY27 outlook is what matters now. 📊 Revenue: $4.35B, +14% YoY — beat estimates 💰 Non-GAAP EPS: $4.03 — strong beat 🚀 QuickBooks Online Accounting: +20% 🚀 Credit Karma: +16% 📉 TurboTax units: -2% ⚠️ Mailchimp: expected flat to down FY27 revenue guidance of $23.28B–$23.51B implies 9–10% growth, a meaningful slowdown from FY26. (Reuters) The bigger question for $INTU is no longer whether it can beat earnings — it’s whether AI becomes a growth accelerator or a competitive threat. After being down more than 40% YTD, this is an important report for the software sector. Management’s AI commentary and ability to reaccelerate growth will matter more than the Q4 beat itself.
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