Intuit (INTU): FY26 Q4 earnings call, Aug 25, 2026
On its Aug 25, 2026 earnings call (FY26 Q4), Intuit said 10 of the 14 words Kalshi listed; Parrot’s count agreed with 12 of 14 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
14 words · 10 settled yes · our count agreed on 12 of 14- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Clip | Market |
|---|---|---|---|---|---|---|---|
| DIY | Yes | 27 | 28 | ✓ | 80%transcripts from the transcript model | Hear it 12:05, DIY | – |
| Mailchimp | Yes | 10 | 10 | ✓ | 94%transcripts from the transcript model | Hear it 20:38, Mailchimp | – |
| Desktop | Yes | 8 | 8 | ✓ | 87%transcripts from the transcript model | Hear it 6:17, Desktop | – |
| QuickBooks Online | Yes | 8 | 8 | ✓ | 71%transcripts from the transcript model | Hear it 7:04, QuickBooks Online | – |
| Intuit Enterprise Suite | Yes | 6 | 6 | ✓ | 89%transcripts from the transcript model | Hear it 6:49, Intuit Enterprise Suite | – |
| TurboTax Live | Yes | 6 | 7 | ✓ | 79%transcripts from the transcript model | Hear it 17:01, TurboTax Live | – |
| Online Payment | Yes | 3 | 3 | ✓ | 79%transcripts from the transcript model | Hear it 10:30, Online Payment | – |
| Agentic | Yes | 2 | 2 | ✓ | 46%transcripts from the transcript model | Hear it 39:12, Agentic | – |
| Investor Day | Yes | 1 | 1 | ✓ | 48%transcripts from the transcript model | Hear it 37:14, Investor Day | – |
| QuickBooks Advanced | Yes | 0 | 0 | ✗ | 36%transcripts from the transcript model | – | |
| Pro Tax | No | 2 | 2 | ✗ | 74%transcripts from the transcript model | Hear it 25:26, Pro Tax | – |
| ARPU | No | 0 | 0 | ✓ | 65%transcripts from the transcript model | – | |
| Restructuring | No | 0 | 0 | ✓ | 50%transcripts from the transcript model | – | |
| Intuit Assist | No | 0 | 0 | ✓ | 25%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
28 matches for “DIY”; 5 quoted, at least 25 words apart.
…across assisted tax, personal finance, and money. At the same time, we lost quality DIY customers to lower cost providers. I will unpack that shortly.
…Let me address how we're evolving our tax growth model. Historically, our DIY model optimized for tax revenue and ARPC through pricing and upgrading customers…
…needs to change, and we are already putting that plan into action to rebuild the DIY funnel and grow our share of total IRS e-filers.
This means we are deliberately accepting lower initial DIY tax ARPC to acquire and retain more quality customers, grow e-file share, and create greater lifetime…
…we are making to pricing, packaging, and distribution into significantly more quality DIY customers entering the franchise. DIY is also an important funnel into assisted…
Where the listed words were said
…Over the last two years, we've been very successful in helping existing DIY customers realize the value of assisted. More than three-quarters of TurboTax Live…
When excluding Mailchimp, GBS grew 15% during the quarter and 18% for the full year. Online ecosystem revenue, excluding Mailchimp, grew 20% for the quarter…
…grew 28%, with roughly three-quarters of the additions coming from upgrades or desktop migrations. This reflects our success moving existing QuickBooks customers into higher value…
…launch of Construction Edition drove an incremental 19 points of growth in QuickBooks Online Advanced customer editions in construction, while new Intuit Enterprise Suite contracts…
…new customer pipeline. This year, they drove 25% of our new Intuit Enterprise Suite contracts. To strengthen our network effect, this month we launched breakthrough…
…7% for the full year, driven by momentum in the assisted category. TurboTax Live revenue grew 37% for the full year, while customers grew 38%.
…manage over $2.7 trillion in invoices through QuickBooks every year, and total online payment volume, including Bill Pay, grew 30% to more than $225 billion…
…of 20%. We had to shift to really focus on building this agentic platform that we have built out to become the financial intelligence layer…
…our customers and our shareholders. We look forward to going deeper at Investor Day next month. With that, let's turn it over to your questions.
Agents: this page as TSV at /api/v1/appearances/intuit:2026-08-25:earnings_call · words: /api/v1/brief?appearance=intuit:2026-08-25:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP