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.
Intuit: AI tax and small-business software still need cash-flow proof
NASDAQINTUCoverage BootstrapIntuit Inc.
Thesis summary
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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