$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.