Software & data
Intuit
Business, financial evidence and documented connections to the AI buildout.
Business and AI exposure
Intuit provides financial software and services through products including QuickBooks and TurboTax. AI is embedded in financial insights, automated work and customer experiences. Intuit Intelligence extends these capabilities across the platform, but the company does not report a separate AI revenue segment.
Earnings and disclosures
Latest verified results: Q4 and fiscal year 2026 · Released 2026-08-25
Next results: No next results date listed in the official event listings checked 2026-10-18.
Checked 2026-10-18 · Financial context and sources ↓
Financial context
For FY2026, Intuit reported $21.448 billion of revenue, $5.884 billion of GAAP operating income and $8.838 billion of operating cash flow. At July 31, cash and investments were $7.2 billion and debt was $7.7 billion. These figures cover the full business.
investors.intuit.com ↗ · investors.intuit.com · 2026-08-25 ↗
Products and delivery
Intuit reported millions of customers using AI financial automations or insights each month. International QuickBooks Online and Advanced beta access expanded to Canada, the United Kingdom and Australia. Availability of Accountant Suite varies, and beta access remains different from general availability.
Plans and commitments
The international expansion seeks to bring AI-assisted work into existing paid customer relationships. The company has not disclosed a beta-to-general-availability date or regional paid adoption figures. Platform data from ten million customers does not imply ten million paying users of a separate AI product.
Economics and dependencies
Returns depend on retention, additional customer spending and productivity after inference and development costs. These effects are not separately attributed to AI. June 2026 note issuance of $1.75 billion supports FY2027 maturities, while FY2026 repurchases consumed $5.5 billion.
investors.intuit.com ↗ · investors.intuit.com · 2026-08-25 ↗
What to watch
Future disclosures can clarify international adoption and the financial effect of AI-assisted workflows. FY2027 reporting changes include share-based compensation in non-GAAP measures and separate Mailchimp reporting, so comparisons with earlier financial results need consistent definitions.
investors.intuit.com · 2026-08-25 ↗ · investors.intuit.com ↗
Documented project connections
Each connection below has a specific, cited role. A supplier, lender, customer or proposed acquirer has different economics from the project owner.
No named tracked-project role has been established by the evidence used for this profile. This does not mean the company has no AI exposure.
Evidence boundaries
Company totals, segment sales, bookings, backlog, spending, capacity and usage describe different things. They do not establish project-level revenue, earnings or an exact AI-only revenue share unless the cited disclosure explicitly says so.
This is a dated research snapshot. Forecasts are attributed expectations, and undisclosed amounts remain unknown. Source review does not certify every project or future outcome.
