Intuit Inc. (NASDAQ:INTU) Jefferies Public Technology Conference May 28, 2025 11:30 AM ET Company Participants Sandeep Aujla - CFO Conference Call Participants Brent Thill - Jefferies Brent Thill Good morning, everyone. It's Brent Thill with Jefferies. We're here with Sandeep from Intuit. Kim Watkins in the front row. Kim raise your hand. Thank you so much for coming to Newport and being part of the conference. Sandeep Aujla Thank you for having us. Brent Thill Yes, it's great to have you. And maybe we sta ...

纪要涉及的公司 Intuit（INTU） 纪要提到的核心观点和论据 公司整体业务表现 - 本季度表现出色，业务发展势头良好，消费者群体表现优异，Credit Karma持续增长并在信用卡和个人贷款领域抢占份额，全球业务解决方案集团执行良好 [5][7] 辅助税务业务 - **业务突破**：实现23%的客户增长和47%的收入增长，远超15 - 20%的长期增长目标，是一次突破性进展 [9] - **成功策略**：营销策略奏效，如本地营销、与Credit Karma合作等；运营模式从软件业务向服务业务转变；自2019年起将AI嵌入业务，取得突破性体验，如AI代理处理税务基础计算、AI赋能专家提高服务效率和客户体验 [6][9][14] 政府政策影响 - 政府关注消除欺诈和减少浪费，与公司业务具有协同效应，如消除直接退款浪费、提供API、简化税法等，对公司业务是积极发展而非担忧因素 [20][21] 中小企业业务（SMB） - **宏观环境**：服务近1000万不同行业和规模的客户，70%为服务型企业，受关税影响较小；平台整体表现稳定，现金余额同比增长约5%，员工工作时长同比持平 [30][31] - **业务机会**：中小企业过度数字化，使用多个应用程序，公司通过创新如引入AI代理，可替代其他应用，驱动新客户增长和提高每客户平均收入（ARPC） [32][34] 人工智能（AI）货币化 - AI仍处于早期阶段，货币化空间广阔，公司采取按价值定价和推出附加模块的方式，通过创新为客户增加价值，未来有长期增长潜力 [36][37] Mailchimp业务 - 目前表现未达预期，预计需要多个季度修复，目标是在2026财年末实现两位数增长，2027财年成为增长贡献者，团队正在努力改善产品体验和功能可发现性 [39][40] Credit Karma业务 - 28%的增长得益于公司执行（约占三分之二）和宏观因素（约占三分之一），创新如Lightbox和AI应用推动业务发展，预计有长期10 - 15%的增长潜力 [41][42] 资本配置 - 保持纪律性，将资本分配到高回报率资源，通过股息和回购回报股东，今年实现了利润率增长，未来将继续执行该策略 [44] 国际业务 - 国际业务是公司战略的重要组成部分，全球业务解决方案集团在国际市场有巨大的新客户获取机会，可通过合作伙伴和内部建设完善生态系统，但目前受美国市场影响，发展有起伏，未来将在新领导下妥善执行 [46][47] 其他重要但是可能被忽略的内容 - 辅助税务业务中，历史上网站以软件方式展示服务，未满足客户与客服沟通的需求，后转变为服务业务模式 [13] - 中小企业业务中，4月部分行业如广告、仓储、制造业收入出现个位数下降 [31] - Mailchimp业务修复预计比预期时间长，原以为1 - 2个季度可解决，实际可能需要多个季度 [40] - 国际业务在全球业务解决方案集团的收入增长中，明年价格因素的贡献将小于今年 [49]

Intuit (INTU 4.36%) stock was off to a fine start as the Memorial Day-shortened trading week began. The tax and finance software specialist was the subject of a new, bullish analyst note, and investors reacted to this by pushing the stock's price up about 4.4% on the day. That easily beat the 2% increase of the S&P 500 index.Price increases and a strong third quarterThe analyst behind the new Intuit note was Mizuho's Siti Panigrahi, who reiterated his outperform (read: buy) recommendation on the stock at a ...

Spiking +8% today, Intuit (INTU)  stock made headlines after comfortably exceeding expectations for its fiscal third quarter after-market hours on Thursday.Sitting on gains of +15% year to date, Intuit stock has outperformed the broader market and many of its notable Zacks Computer-Software peers, including Microsoft (MSFT)  and Salesforce (CRM) .Not too far from its 52-week high of $734 a share, investors are surely wondering if there is more upside in store for the financial software giant’s stock, with g ...

Wall Street analysts rerated Intuit Inc INTU after the company reported its third-quarter results on Thursday.Intuit reported third-quarter revenue of $7.75 billion, up 15%, beating analyst estimates of $7.56 billion. The QuickBooks and TurboTax parent company reported third-quarter adjusted earnings of $11.65 per share, beating analyst estimates of $10.91 per share.Also Read: Intuit Under-performance Has Stemmed From Valuation Reset, Analyst Upgrades StockIntuit expects fourth-quarter revenue of $3.72 bill ...

Intuit (INTU) reported fiscal third-quarter 2025 non-GAAP earnings of $11.65 per share, which beat the Zacks Consensus Estimate by 6.98%. The bottom line jumped 18% from the year-ago quarter.Revenues of $7.75 billion beat the consensus mark by 2.78% and increased 15.1% year over year.Quarter Details of INTUGlobal Business Solutions Group revenues (36.7% of total revenues) grew 19.4% year over year to $2.85 billion.Within the segment, total Online Ecosystem revenues climbed 18% year over year to $2.1 billion ...

Shares of Intuit popped about 9% on Friday, a day after the company reported quarterly results that beat analysts' estimates and issued rosy guidance for the full year.Intuit, which is best known for its TurboTax and QuickBooks software, said revenue in the fiscal third quarter increased 15% to $7.8 billion. Net income rose 18% to $2.82 billion, or $10.02 per share, from $2.39 billion, or $8.42 per share, a year earlier."This is the fastest organic growth that we have had in over a decade," Intuit CEO Sasan ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

For the quarter ended April 2025, Intuit (INTU) reported revenue of $7.75 billion, up 15.1% over the same period last year. EPS came in at $11.65, compared to $9.88 in the year-ago quarter.The reported revenue represents a surprise of +2.78% over the Zacks Consensus Estimate of $7.54 billion. With the consensus EPS estimate being $10.89, the EPS surprise was +6.98%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their nex ...

Intuit (INTU) came out with quarterly earnings of $11.65 per share, beating the Zacks Consensus Estimate of $10.89 per share. This compares to earnings of $9.88 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 6.98%. A quarter ago, it was expected that this maker of TurboTax, QuickBooks and other accounting software would post earnings of $2.58 per share when it actually produced earnings of $3.32, delivering a surprise of 28.6 ...