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Intuit Inc.

INTU · NASDAQ

Intuit reported FY2025 revenue of $18.8 billion and Q2 FY2026 revenue of $4.7 billion. The thesis depends on tax season execution, small-business retention, AI monetization, operating leverage, cash flow and capital allocation.

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Latest ReportMay 19, 2026Intuit: AI tax and small-business software still need cash-flow proofView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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Latest Thesis

Intuit: AI tax and small-business software still need cash-flow proof

Intuit reported FY2025 revenue of $18.8 billion and Q2 FY2026 revenue of $4.7 billion. The thesis depends on tax season execution, small-business retention, AI monetization, operating leverage, cash flow and capital allocation.

May 19, 2026Research reportSlides available
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Intuit Inc.AI tax and small-business software still need cash-flow proofMay 19, 2026
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Intuit: AI tax and small-business software still need cash-flow proofIntuit reported FY2025 revenue of $18.8 billion and Q2 FY2026 revenue of $4.7 billion. The thesis depends on tax season execution, small-business retention, AI monetization, operating leverage, cash flow and capital allocation.NASDAQMay 19, 2026Research reportReadSlides