Intuit Inc. · NASDAQ:INTU
Intuit — Shareholder Meeting (January 2026)
31 slides from Intuit's shareholder meeting presentation, Jan 22, 2026
Slide 1: Annual Stockholder Meeting
Annual Stockholder Meeting January 22, 2026
Slide 2: Forward-looking statements
Forward-looking statements This presentation contains forward-looking statements. There are a number of factors that could cause our results to differ materially from our expectations. Please see the section entitled “Cautions about forward-looking statements” in the Appendix accompanying this prese
Slide 3: Leading the disruption
Leading the disruption 1980s 1990s 2000s 2010s 2019 - PRESENT Era of Era of DOS Era of Windows Era of Web Era of Mobile and Cloud Artificial Intelligence INTUIT FOUNDED Declared strategy Accelerating Doubling down and five Big Bets investments on three Big Bets 3
Slide 4: Culture of innovation driving accelerated growth
Culture of innovation driving accelerated growth FY25 Becoming 16% FY14 FY19 the system 8% Revenue Growth 13% Revenue Growth x Revenue Growth of intelligence 36% Non-GAAP 34% Non-GAAP Operating Margin Operating Margin 40% Non-GAAP Operating Margin GAAP operating margin of 31% in FY14, 27% in FY19, a
Slide 5: Strong revenue growth and margin expansion
Strong revenue growth and margin expansion GROWTH RATE Original FY25 Actual Prior Year FY25 Actual Guidance Revenue $18,831 $16,285 16% 12%–13% GAAP operating income $4,923 $3,630 36% 28%–30% Non-GAAP operating income $7,572 $6,402 18% 13%–14% GAAP diluted EPS $13.67 $10.43 31% 18%–20% Non-GAAP dilu
Slide 6: Strong performance continued in Q126
Strong performance continued in Q126 GROWTH RATE Q126 Actual Prior Year Q126 Actual Guidance Revenue $3,885 $3,283 18% $3,744 - $3,776 GAAP operating income $534 $271 97% $440 - $460 Non-GAAP operating income $1,258 $953 32% $1,159 - $1,179 GAAP diluted EPS $1.59 $0.70 127% $1.19 - $1.26 Non-GAAP di
Slide 7: What matters most to our customers
What matters most to our customers Consumer Problems Business Problems Make ends meet Get, grow, and manage customers Maximize tax refund Get paid and pay bills Get capital Save more Pay and manage workforce Pay off debt Access advice Know where I stand Be compliant and organized Reduce my payments
Slide 8: Large market opportunity
Large market opportunity 6% Penetration $300B+ Total addressable market 8
Slide 9: Secular shifts creating massive opportunity
Secular shifts creating massive opportunity New generations Over-digitization AI everywhere of customers 9
Slide 10: Businesses struggle with over-digitization
Businesses struggle with over-digitization On average businesses use 7-25 Apps. Too many apps, data siloed, excessive cost. App #10 App #8 App #1 App #6 AP/Bill Pay More Apps Create Estimate Reporting and App #2 AI Tools Business Intelligence AR/Get Paid Industry Specific App #7 App #9 More Apps Inve
Slide 11: Game plan to deliver for customers
Game plan to deliver for customers MISSION VALUES 2030 GOALS TRUE NORTH GOALS STRATEGY BIG BETS METRICS 11
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Slide 13: Our Values
Our Values Integrity Without Customer Stronger We Care Courage Compromise Obsession Together And Give Back We speak the We are bold and We fall in love with our We champion diversity, We are stewards truth and assume fearless in how we customers’ problems. inclusion, and a of the future. best intent
Slide 14: Bold 2030 Goals
Bold 2030 Goals Prosperity Double household savings rate and improve business success rate >20 pts vs. industry Reputation Best-in-class Most Trusted Company Growth Accelerating revenue growth to 20% 14
Slide 15: AI-Driven Expert Platform
AI-Driven Expert Platform More money No work Complete confidence 15
Slide 16: Big Bets to accelerate growth
Big Bets to accelerate growth 1 Deliver done-for-you experiences 2 Accelerate money benefits 3 Fuel success for mid-market businesses 16
Slide 17: Intuit Platform Advantage
Intuit Platform Advantage Get Paid Grow Business 86M 10M Consumers Pay Bills Payments Small and mid-market businesses 70K Get Loans Capital 60B Tax and financial Machine learning attributes per consumer predictions per day Insurance Cash Mgmt. 15+ 625K LLMs available Save Payroll Customer/financial to
Slide 18: Intuit Platform Advantage
Intuit Platform Advantage Get Paid Grow Business Pay Bills Payments Get Loans Capital Insurance Cash Mgmt. Save Payroll Data and Data Services Artificial and Human Intelligence System of Intelligence Spend More money Time Tracking No work Taxes Complete confidence Accounting INTUIT PLATFORM 18
Slide 19: Our strategy drove strong momentum
Our strategy drove strong momentum More money No work Complete confidence INTUIT PLATFORM 19
Slide 20: Our strategy drove strong momentum
Our strategy drove strong momentum Done-For-You Experiences ~80% Repeat engagement 2X Faster for customers doing 12 hrs A month saved with across QB AI agents1 routine tasks with Intuit AI2 Accounting Agent3 More money No work 5 days 1.7M 12% Faster, on average, for Tax customer hours YoY reduction
Slide 21: Our strategy drove strong momentum: Consumers
Our strategy drove strong momentum All-In-One Platform for Consumers +24% TurboTax Live +47%TurboTax Live 41% of TurboTax revenue customers revenue is TurboTax Live More money No work +15% 1pt 38% Consumer platform TurboTax revenue Higher Intuit ARPC for Complete confidence revenue driven by Credit K
Slide 22: Our strategy drove strong momentum: Small Business
Our strategy drove strong momentum All-In-One Platform for Small Business +8%US QBO +14%Online +2X QB Live customers1 ecosystem ARPC customers More money No work +34% +37% Total online payment Online Money Portfolio Complete confidence volume across payments revenue, to $1.4B and bill pay, to $174B I
Slide 23: Our strategy drove strong momentum: Mid-Market
Our strategy drove strong momentum All-In-One Platform for Mid-Market +23% +40% $27K Growth in Mid-market Intuit Enterprise mid-market customers1 revenue growth1 Suite average revenue per contract More money No work 12 pts 9 pts ~300% Higher payroll Higher payments Projected return Complete confidenc
Slide 24: Intuit Operating System
Intuit Operating System Trends Ideas One Intuit Big Bets 6 year plan Forum (December) Priorities (8x Year) Input Goals Intuit Accountability Inspiration Leadership 3&1 - year plan Alignment Conference (Yearly) (May) Clarity Engagement Craft Skills Succession Site visits (14x Year) Intuit Org & Talen
Slide 25: Appendix
Appendix INTUIT
Slide 26: About non-GAAP financial measures
About non-GAAP financial measures The accompanying presentation contains non-GAAP financial measures. Table 1 and Table 2 reconcile the non-GAAP financial measures in the presentation to the most directly comparable financial measures prepared in accordance with Generally Accepted Accounting Principles
Slide 27: About non-GAAP financial measures (cont.)
About non-GAAP financial measures (cont.) The following are descriptions of the items we exclude from our non-GAAP financial measures. Amortization of acquired technology and amortization of other acquired intangible assets. When we acquire a business in a business combination, we are required by GAAP
Slide 28: About non-GAAP financial measures (cont.)
About non-GAAP financial measures (cont.) Operating results and gains and losses on the sale of discontinued operations. From time to time, we sell or otherwise dispose of selected operations as we adjust our portfolio of businesses to meet our strategic goals. In accordance with GAAP, we segregate t
Slide 29: Table 1: Reconciliation of historical non-GAAP financial measures
Table 1: Reconciliation of historical non-GAAP financial measures to the most directly comparable GAAP financial measures (Dollars in millions, except per share amounts) Q1 Q1 Fiscal Fiscal Fiscal Fiscal See "About non-GAAP financial measures" immediately Fiscal 2026 Fiscal 2025 2025 2024 2019 2014 pre
Slide 30: Table 2: Reconciliation of forward-looking guidance for non-GAAP financial measures
Table 2: Reconciliation of forward-looking guidance for non-GAAP financial measures to projected GAAP revenue, operating income, and EPS (Dollars in millions, except per share See “About non-GAAP financial measures” immediately amounts) Forward-Looking Guidance preceding Table 1 for information on the
Slide 31: Cautions about forward-looking statements
Cautions about forward-looking statements This presentation contains forward-looking statements, including expectations regarding: forecasts and timing of growth and future financial results of Intuit and its reporting segments; our prospects for the business in fiscal 2026 and beyond; our growth outs