INTUIT (INTU) Company Report

Intuit Mailchimp has launched new ecommerce marketing capabilities, combining unified data with automation and AI-driven tools, delivering up to 30x ROI for merchants.
Features include expanded SMS support in 34 new EMEA markets, enhanced Shopify integration, and connections to platforms like Yotpo and Judge.me for smarter audience segmentation.
A revamped omnichannel marketing dashboard unifies email, SMS, automation performance, and ecommerce events in a single view to track ROI and optimize spend.
Early results show customers save an average of 16 hours per week, SMS users achieve up to 22x ROI, and Shopify-connected accounts see up to $41 return per dollar spent.
The new capabilities began global rollout on February 10, 2026, for eligible Mailchimp plans across 185 countries.

3 days ago

Press Release

Intuit Mailchimp launches new data-driven e-commerce marketing features

INTU

Product Launch

Intuit Mailchimp now combines unified data and powerful automation across email and messaging, enabling e-commerce merchants to achieve up to 30× ROI on campaigns.
New features include 26 % more e-commerce triggers, improved Shopify integration, a proprietary site tracking pixel, and a unified omnichannel marketing dashboard.
SMS marketing expanded to 34 new European markets, bringing Mailchimp availability to 185 countries and territories, with rollout starting February 10.
Enhanced migration tools and AI capabilities turn data into action with predictive analytics for high-value and at-risk customers, reusable content models, and ChatGPT integration for omnichannel campaigns.
E-commerce clients report saving 16.4 hours per week, SMS campaign ROI up to 22×, and Shopify-connected accounts earning up to $41 per dollar spent on Mailchimp.

3 days ago

Press Release

Intuit launches advanced Mailchimp e-commerce marketing features

INTU

Product Launch

Mailchimp introduces data-driven e-commerce marketing enhancements delivering up to 30× ROI, unifying customer data with powerful email and messaging automation across 185 markets.
New integrations with Shopify, Yotpo and Judge.me enable smarter segmentation (e.g., high-value or at-risk customers) and omnichannel automations without multiple tools.
SMS marketing coverage expands to 37 countries (including 34 in Europe), complemented by a unified transactional messaging API to precisely track order-driven campaigns.
AI-powered analytics and ChatGPT integration help identify high-value customers, automate branded content creation and optimize marketing spend.

3 days ago

Press Release

Intuit launches advanced data-driven capabilities for Mailchimp

INTU

Product Launch

Revenue Acceleration/Inflection

Intuit launched new Mailchimp functionalities integrating email, SMS, and transactional channels, enabling unified data and automation with up to 30× ROI and 26% more marketing touchpoints
SMS coverage expanded to 34 new markets in EMEA, including France, Germany, Italy, Spain and others, enhancing cross-channel engagement
New tools such as Site Tracking Pixel, full-funnel analytics dashboards, cross-channel messaging, mobile-first workflows, and AI-driven insights optimize campaign performance and measurement
Early adopters report tangible results: SMS campaigns achieved up to 22× ROI, $41 return per $1 invested, an average 16 hours/week saved in marketing operations; Gruppo Terroni saw 77% open rates, 28% click-through rates, driving $8,000 in incremental monthly revenue

3 days ago

Press Release

Intuit shares tumble 11% amid AI-driven selloff

INTU

Intuit shares plunged about 11–12% in trading and after-hours, dragging the Nasdaq and S&P 500 software and services index down roughly 1.4% and 4%, respectively.
The selloff was driven by renewed AI disruption fears, highlighted by Anthropic’s new Claude Cowork plug-ins that automate legal, sales, marketing and data-analysis tasks.
Morningstar data showed this was Intuit’s largest one-day percentage decline since March 16, 2020, marking a seventh consecutive down day that erased more than 23% over the stretch.
Investors will be watching Intuit’s fiscal Q2 earnings on Feb. 26 for signs of resilience in its tax and small-business franchise amid mounting AI competition.

Feb 2, 2026, 10:46 PM

Morningstar

Intuit partners with Affirm for pay-over-time in QuickBooks Online

INTU

Product Launch

Revenue Acceleration/Inflection

Intuit has entered a multi-year partnership with Affirm to make Affirm the exclusive pay-over-time solution built into QuickBooks Payments for QuickBooks Online.
SMBs using QuickBooks Payments will be able to offer customers flexible payment plans—including options as low as 0% APR and with no late or hidden fees—while getting paid upfront and shifting repayment risk to Affirm.
The integration leverages Intuit’s platform, which manages over $2 trillion in invoices annually, to help boost conversion rates, average order value, and overall cash flow for small and mid-market businesses.
Affirm’s pay-over-time offering will roll out in the coming months to eligible U.S. QuickBooks Online customers using QuickBooks Payments with no additional setup required.

Feb 2, 2026, 1:30 PM

Press Release

Intuit enters $5.8 B revolving credit facility

INTU

Debt Issuance

On January 30, 2026, Intuit Inc. entered into a $5.8 billion unsecured revolving credit facility maturing March 31, 2026, with JPMorgan Chase Bank as administrative agent.
The facility is designated solely to fund Intuit’s early tax refund offering, enabling eligible customers to access federal refunds up to five days early, and complements its commercial paper program and existing credit agreement.
Borrowings may be elected at SOFR + 0.875% or base rate + 0%, and the Company pays a 0.07% per annum commitment fee on unused commitments; voluntary prepayments and commitment reductions incur no penalties beyond customary breakage costs.
The credit agreement includes customary representations, warranties, affirmative and negative covenants (including a maximum consolidated leverage ratio), and events of default; Intuit has not drawn on the facility as of the effective date.

Jan 30, 2026, 9:10 PM

8-K

Intuit reports strong FY25 results and Q1 FY26 momentum

INTU

Earnings

Guidance Update

Intuit delivered FY25 revenue of $18.83 B, up 16% versus prior year (original guidance 12–13%).
Non-GAAP operating income was $7.57 B, up 18% on a 40% non-GAAP operating margin (guidance 13–14%).
In Q1 FY26, Intuit posted revenue of $3.885 B (+18%), non-GAAP operating income of $1.258 B (+32%), and non-GAAP EPS of $3.34 (+34%), all within or above guidance ranges.
The AI-driven platform is driving growth across segments: TurboTax Live customers +24% (TurboTax Live revenue +47%), QBO customers +8%, and mid-market revenue +40%.

Jan 22, 2026, 4:00 PM

Presentation

Intuit AGM: Management proposals approved and AI-driven growth strategy emphasized

INTU

Proxy Vote Outcomes

New Projects/Investments

At the 2026 Annual Stockholders’ Meeting, shareholders re-elected 11 directors, approved the advisory say-on-pay vote, ratified Ernst & Young as auditor for FY2026, and rejected the shareholder DEI ROI proposal.
CFO Sandeep Aujla reported that from FY2021 to FY2025 revenue scaled from $9.5 billion to $19 billion, net income doubled from $2 billion to over $4 billion, free cash flow rose from $3 billion to over $6 billion, and Intuit’s share price outperformed the S&P Software & Services ETF by 3×.
CEO Sasan Goodarzi outlined an AI-driven expert platform strategy focused on three major bets: delivering done-for-you experiences, enabling money movement services, and expanding the Intuit Enterprise Suite for mid-market customers.
Key operational proof points include 47% growth in TurboTax Live, 40% segment growth in Intuit Enterprise Suite with customers realizing a 300% ROI, and a 2× increase in QuickBooks Live usage.

Jan 22, 2026, 4:00 PM

Transcript

Intuit hosts FY26 annual shareholders' meeting

INTU

Proxy Vote Outcomes

New Projects/Investments

Intuit stockholders re-elected 11 directors, approved advisory say-on-pay and ratified Ernst & Young as auditor, and rejected a shareholder proposal on DEI ROI (Proposal 4).
CEO Sasan Goodarzi outlined a strategy to build an AI-driven expert platform aimed at doubling household savings rates and business growth, noting Q1 FY26 revenue growth of 18% and scaling from $5 B to nearly $20 B in size since FY14.
CFO Sandeep Aujla highlighted that over FY21–FY26 revenue doubled from $9.5 B to $19 B, net income from $2 B to $4 B, and free cash flow from $3 B to $6 B, with two-thirds returned to shareholders.
In Q&A, management reported 8% of revenues are international, confirmed AI agents are integrated in TurboTax, and ruled out spinning off the QuickBooks Desktop business.