Revenue segments as reported by the company.

Product

Service & Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Selling and marketing

Research and development

General and administrative

Amortization of other acquired intangible assets

Restructuring

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Intuit

TurboTax is an American tax preparation software package developed by Michael A. Chipman of Chipsoft in the mid-1980s. Intuit acquired Chipsoft, based in San Diego, in 1993. Chipsoft, now known as Intuit Consumer Tax Group, is still based in San Diego, having moved into a new office complex in 2007. Intuit Corporation is headquartered in Mountain View, California.

TurboTax

Mint.com is a free, web-based personal financial management service for the US and Canada, created by Aaron Patzer. Mint originally provided account aggregation through a deal with Yodlee, but has since moved to using Intuit for connecting to accounts. Mint's primary service allows users to track bank, credit card, investment, and loan balances and transactions through a single user interface, as well as create budgets and set financial goals. In 2009, Mint was acquired by Intuit, the makers of Quicken and TurboTax.

Mint

QuickBooks is an accounting software package developed and marketed by Intuit. QuickBooks products are geared mainly toward small and medium-sized businesses and offer on-premises accounting applications as well as cloud-based versions that accept business payments, manage and pay bills, and payroll functions.

Quickbooks

Quiken Loans is a mortgage lending company headquartered in the One Campus Martius building in the heart of the financial district of downtown Detroit, Michigan. In January 2018, the company became the largest overall retail lender in the U.S. (it is also the largest online retail mortgage lender). Unlike other large mortgage lenders that depend on deposits, Quicken Loans relies on wholesale funding to make its loans and uses online applications rather than a branch system. Title Source and One Reverse Mortgage are also part of the Quicken Loans Family of Companies. The company closed more than $400 billion of mortgage volume across all 50 states from 2013 through 2017.

Quicken Loans

MailChimp is an operator of a marketing and commerce platform for small businesses, brands and entrepreneurs. The company offers digital marketing services, audience management tools, creative tools, marketing automation, insights and analytics as well as develops email marketing software to send marketing emails, automated messages and targeted campaigns, thereby enabling clients to access the right technology, reach the target audience, boost sales and grow business on their terms.

MailChimp

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Intuit raises fiscal 2023 guidance after Q1 revenue growth

Intuit's Q1 2023 performance showed revenue growth, but challenges from IRS returns and DIY category share decline. The company's acquisitions of Credit Karma and Mailchimp are contributing to its data strength. TurboTax Live and payroll present growth opportunities for the future.

Intuit reports robust Q2 earnings, focuses on strategic growth

Intuit's strong Q2 performance, driven by revenue growth in key segments and strategic initiatives, showcases resilience and innovation. While facing challenges in certain segments, the company's focus on margin levers and strategic investments positions it well for future growth. Intuit's opportunities in expanding its ecosystem and enhancing customer engagement present avenues for sustained success.

Intuit surpasses Q3 expectations, eyes growth in AI and expert services

Intuit's Q3 performance exceeded expectations, with strong growth in key segments. Challenges include declines in TurboTax and Credit Karma revenue. Opportunities in TurboTax Live, expert engagement, and full-service offerings for future growth.

Intuit reports robust Q4 earnings, bullish on AI-driven growth

Intuit's strong Q4 performance and strategic focus on AI-driven innovation position the company well for fiscal year 2024.
While facing challenges like macroeconomic uncertainty and sector-specific weaknesses, Intuit remains confident in its growth drivers and long-term investments.
Opportunities lie in leveraging full-service offerings, the Mailchimp acquisition, and addressing small businesses' current challenges through innovative solutions.
Overall, Intuit's emphasis on data, AI, and customer-centric experiences underscores a commitment to sustained growth and market leadership.

Intuit reports robust Q1 earnings, focuses on strategic growth

Intuit's Q1 performance reflects strong revenue growth, exceeding guidance, and a reaffirmation of full-year expectations for FY 2024.
The company's strategic strengths lie in its transformative initiatives, AI-driven platform strategy, and robust success metrics in the Full Service business.
Challenges include managing Credit Karma revenue decline, integrating technologies for small businesses, and balancing cross-selling opportunities without factoring them into guidance.
Opportunities exist in enhancing bill pay services, leveraging mid-market segment traction, and expanding marketing efforts to drive growth and brand equity.

Intuit reports strong Q2 earnings, focuses on AI-driven growth

Intuit's strong performance and strategic focus on AI-driven platforms position them well for growth.
While facing challenges in certain revenue segments, Intuit is leveraging opportunities in new offerings and customer experiences.
Maintaining financial stability and focusing on high-value mid-market customers are key priorities for sustained growth.
Emphasis on innovation, profitability, and customer-centric solutions drive Intuit's strategic direction.

Intuit reports robust Q3 earnings, eyes AI-driven growth opportunities

Intuit's Q3 performance reflects strong revenue growth and increased guidance for fiscal 2024, driven by investments in AI-driven platforms and customer-centric strategies. The company's strengths lie in growing segments like TurboTax Live and small business services, while challenges include transitioning customers online and expanding internationally. Intuit has opportunities to leverage AI, enhance customer experiences, and drive growth through personalized interactions.

Intuit excels in Q4 2024, banking on AI for future growth

Intuit's strong financial performance, focus on AI, and global platform strategy position it for continued growth.
The company's investments in AI capabilities and commitment to mid-market customers are key strengths.
Challenges lie in sustaining AI investments, managing competition, and balancing growth across ecosystems.
Opportunities include leveraging AI for growth, expanding internationally, and driving efficiency for sustained success.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Apple

Applied Materials

Amphenol

Costco

Graco

Home Depot

Jack Henry & Associates

Lowe's

Mastercard

Monolithic Power Systems

Microsoft

Northrop Grumman

Roper Technologies

Charles Schwab

Sherwin-Williams

Tractor Supply

Visa

Vanguard Dividend Appreciation ETF

There are 18 stocks on my dividend growth watchlist for October 2023. More than half of the stocks on my watchlist are undervalued based on dividend yield theory. An equally weighted portfolio of these stocks would have outperformed the Vanguard Dividend Appreciation ETF by nearly 7% year-to-date.

Dividend Growth Stock Watchlist - October 2023

Lam Research

ServiceNow

After an earnings slump in 2023, analysts expect technology stocks to see earnings growth in 2024. That's why the sector is a hunting ground for top stock predictions.

Q4 Stock Predictions: 3 Tech Stocks Ready to Roar Into 2024

Airbus SE

Weave Communications

U.S. Treasury Secretary Janet Yellen recently expressed optimism about the U.S. economic outlook. This positive sentiment reflects the nation's ongoing recovery from the pandemic, offering stability to consumers and businesses.

Stock Predictions: 3 Speculative Stocks Ready to Roar Into 2024

TORONTO--(BUSINESS WIRE)--Intuit (NASDAQ: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, has released the 2023 Intuit QuickBooks Small Business Index Annual Report. Developed in collaboration with leading global economist Professor Ufuk Akcigit and his co-authors, the report reveals how macroeconomic pressures like inflation and higher interest rates are affecting small businesses' ability to create jobs and get the funding t.

New Intuit QuickBooks Small Business Index Annual Report: Canadian Small Business Credit Card Spending up 18% Amidst Inflation and Funding Challenges

LONDON--(BUSINESS WIRE)--New Intuit QuickBooks Small Business Index Annual Report provides analysis of the current state of small business in the UK, the US and Canada.

New Intuit QuickBooks Small Business Index Annual Report: UK Small Business Credit Card Spending up by 22% Since the Pandemic Amidst Funding Challenges

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Intuit (NASDAQ: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, has released the 2023 Intuit QuickBooks Small Business Index Annual Report. Developed in collaboration with leading global economist Professor Ufuk Akcigit and his co-authors, the report reveals how macroeconomic pressures like inflation and higher interest rates are affecting small businesses' ability to create jobs and get.

New Intuit QuickBooks Small Business Index Annual Report: US Small Business Credit Card Spending Increases 20% Post Pandemic Amid Inflation and Funding Challenges

Intuit (INTU) Mailchimp and Wix collaborate in a strategic multi-year partnership, which is aimed at improving its advanced offerings to deliver industry-leading capabilities.

Intuit (INTU) Mailchimp Signs Multi-Year Partnership With Wix

AUSTIN, Texas--(BUSINESS WIRE)-- #AllWaysConnected--The fourth annual Khoros Kudos Awards honors brands that leverage modern digital channels to make customer interactions memorable.

Ancestry, Intuit Quickbooks, BRP, AAA, Bell Canada, and Esri Define the Power of Digital-First Customer Engagement

Wix.com

The partnership will enhance the companies' advanced offerings, providing Wix and  Mailchimp users with industry-leading capabilities in a seamless experience NEW YORK , Oct. 3, 2023 /PRNewswire/ -- Today, Intuit Mailchimp (Nasdaq: INTU), the #1 email marketing and automation brand1, and Wix.com Ltd. (Nasdaq: WIX), a leading global SaaS platform to create, manage and grow an online presence, announced a multi-year bi-lateral strategic partnership.

Intuit Mailchimp and Wix Enter a Strategic Multi-Year Partnership

ATLANTA--(BUSINESS WIRE)--Today, Intuit Mailchimp (Nasdaq: INTU), the #1 email marketing and automation brand1, announces a new strategic partnership with Wix.com Ltd. (Nasdaq: WIX), a leading global SaaS platform to create, manage and grow an online presence, as well as an integration with Buy with Prime, enhanced generative AI (genAI) and SMS features, bringing marketers more tools and data than ever to better target, personalize, and automate their marketing during the holiday shopping seaso.

Intuit Mailchimp Announces Wix Partnership and New E-Commerce Features Ahead of the Holiday Shopping Season

Amgen

Looking at stock returns, INTU has fared better.

Here's Why Intuit Stock Is A Better Pick Over Amgen

Celsius Holdings

Domino's Pizza

Brinker International

Flowserve

Huntington Bancshares

Restaurant Brands

ResMed

Zions Bancorp

Here are some of the tickers on my radar for Friday, Sept. 29, taken directly from my reporter's notebook.

Here are 11 stocks Jim Cramer is watching, including Buffett's Berkshire and restaurant stocks

Intuit (INTU) reiterates its first-quarter and full-fiscal 2024 guidance on the Investor Day.

Intuit (INTU) Hosts Investor Day, Reiterates Q1 & FY24 Outlook

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Intuit Inc. (Nasdaq: INTU) the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, reaffirmed its financial guidance for the first quarter and full fiscal year 2024 in conjunction with its Investor Day, being held today at the company's Mountain View, CA, headquarters. The meeting begins at 8:00 a.m. PT. Intuit leaders will discuss the company's plan to accelerate innovation and drive durable growth. S.

Intuit Hosts Investor Day, Reaffirms First-quarter and Fiscal 2024 Guidance

TORONTO--(BUSINESS WIRE)--Intuit (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, announced today the launch of two additional QuickBooks Payroll plans in Canada. The new offering is designed to help small-to-medium sized businesses with employees streamline their payroll, making it easy to manage cash flow and boost their efficiency. It also meets a need in the market for integrated time-tracking, HR services, and tru.

Intuit QuickBooks Introduces Two New Payroll Plans to Streamline Payroll and Time Tracking for Canadian Businesses

Intuit has launched an educational program aimed at teaching high school students skills needed to run a business. The program involves providing fully operational food trucks to school districts to give students real-world experience and develop financial, technical and entrepreneurial skills, the company said in a Friday (Sept.

Intuit Launches Financial Educational Program for High School Students

Marqeta

PayPal

The last few years have been great for the fintech sector. The effects of the pandemic have propelled the need for consumers and other entities to move to cashless payments and easy access to credit.

3 Fintech Stocks That Will Handsomely Reward Tech-Savvy Investors

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Intuit launches food truck program in Compton Unified School District to empower underserved youth with financial, technical, entrepreneurial skills.

Intuit Launches Food Truck Program to Empower Underserved Youth with Vital Financial, Technical and Entrepreneurial Skills

ARM Holdings PLC

Lululemon Athletica

Tesla

Alphabet

Where are stocks headed as we approach the fourth and final quarter of the year? Hard to say.

7 S&P 500 Stocks That Should Be on Every Investor's Radar This Fall

MercadoLibre

LendingTree

Fintech stocks are likely bottoming out as we speak. The technological advancement of fintech is undoubtedly a great example of all the efforts being made by the companies participating in this sector to facilitate and streamline all the financial processes we perform day after day, both payments of everything we consume or use in our daily routine, as loans or any other financial transaction, whether personal or business.

3 Fintech Stocks That Should Be on Every Investor's Radar This Fall

Amazon

Carnival

B&G Foods

Bill.com

Clorox

Salesforce

Here are some of the tickers on my radar for Tuesday, Sept. 19 taken directly from my reporter's notebook.

News for Intuit Stock (INTU)