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InvestmentGuru
@InvestmentGuru_
Tracking disruptive innovation | AI โ€ข Space โ€ข Robotics โ€ข Biotech | Long-term investor | Asymmetric opportunities |Compounding |Not financial advice | ๐Ÿ‡จ๐Ÿ‡ฆ
๊ฐ€์ž… January 2019
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$INTU Q4 FY26 ๐Ÿšจ Strong quarter, but the FY27 outlook is what matters now. ๐Ÿ“Š Revenue: $4.35B, +14% YoY โ€” beat estimates ๐Ÿ’ฐ Non-GAAP EPS: $4.03 โ€” strong beat ๐Ÿš€ QuickBooks Online Accounting: +20% ๐Ÿš€ Credit Karma: +16% ๐Ÿ“‰ TurboTax units: -2% โš ๏ธ Mailchimp: expected flat to down FY27 revenue guidance of $23.28Bโ€“$23.51B implies 9โ€“10% growth, a meaningful slowdown from FY26. (Reuters) The bigger question for $INTU is no longer whether it can beat earnings โ€” itโ€™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. Managementโ€™s AI commentary and ability to reaccelerate growth will matter more than the Q4 beat itself.
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