$INTU Q4 FY26 ๐จ
Strong quarter, but the FY27 outlook is what matters now.
๐ Revenue: $4.35B, +14% YoY โ beat estimates
๐ฐ Non-GAAP EPS: $4.03 โ strong beat
๐ QuickBooks Online Accounting: +20%
๐ Credit Karma: +16%
๐ TurboTax units: -2%
โ ๏ธ Mailchimp: expected flat to down
FY27 revenue guidance of $23.28Bโ$23.51B implies 9โ10% growth, a meaningful slowdown from FY26. (Reuters)
The bigger question for $INTU is no longer whether it can beat earnings โ itโs 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. Managementโs AI commentary and ability to reaccelerate growth will matter more than the Q4 beat itself.