Скачать или смотреть Intuit Q1 2026 Earnings: AI Drives 25% Growth & $100M OpenAI Deal

Intuit's Q1 fiscal 2026 earnings report reveals a transformative AI-driven growth story, with revenue soaring 18% year-over-year to $3.885 billion and non-GAAP EPS surging 34% to $3.34, surpassing analyst expectations. The company's AI-powered platform, including QuickBooks, TurboTax, and Credit Karma, is revolutionizing financial workflows, saving users significant time and accelerating cash flow. Notably, Intuit's partnership with OpenAI for over $100 million integrates cutting-edge AI models directly into popular products and ChatGPT, expanding customer reach without revenue sharing or compromising data privacy.

The Global Business Solutions segment, particularly the Online Ecosystem, flourished with 21% revenue growth, excluding Mailchimp, which is being repositioned for future growth. QuickBooks Online's 25% growth and the 40% surge in the mid-market AI-native ERP platform highlight Intuit's success in attracting larger clients with premium offerings. Consumer services also showed strength, with Credit Karma growing 27% and TurboTax Live up 51%. The company's strategic investments, including $851 million in stock buybacks and a 15% dividend increase, underscore management's confidence in sustained high-teens EPS growth.

Despite challenges with Mailchimp, Intuit's overall AI adoption is robust, with 2.8 million users benefiting from productivity-enhancing AI agents that save up to 12 hours monthly and accelerate payments by five days. The reaffirmed FY26 guidance projects continued double-digit revenue and earnings growth. This earnings call positions Intuit as a compelling AI-powered financial platform transforming from a tax-season software provider into an indispensable utility for SMBs and mid-market companies, with strong investor interest reflected in a 4% stock price jump post-earnings.

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