Intuit Inc.
INTUQ4 2025(INTU Q1 FY2026)Estimated5% AI
AI Revenue %
5%
AI Fair Value
$3.4B
AI Revenue (Q)
$164.2M
Total Revenue (Q)
$3.3B
Source: SEC EDGAR 10-Q Filing
Browse 10-Q filings on SEC.govAnalysis
Q1 FY2026 10-Q (three months ended October 31, 2025) shows continued evolution. Net income of $446M vs $197M prior year (+126%). Revenue growth is strong. The filing references updated segment structure and mentions new FASB standards. No AI-specific revenue disclosure remains. However, the seasonal Q1 quarter shows strong year-over-year improvement, suggesting product enhancements (including AI) are contributing to growth. Deferred revenue of $590M recognized (vs $524M prior year, +13%). The filing now references 'Within our Consumer segment, our TurboTax and ProTax offerings' suggesting further segment reorganization. Increasing to 5% reflecting the maturing AI strategy with agentic AI capabilities expanding across all products, though all AI revenue remains bundled within subscriptions with no separate disclosure.
Analyzed by claude-opus-4-6
Quoted Figures
Within our Consumer segment, our TurboTax and ProTax offerings have a significant and distinct seasonal pattern as sales and revenue from our income tax preparation products and services are typically heavily concentrated in the period from November through April.
10-Q Q1 FY2026, Seasonality
During the three months ended October 31, 2025, we recognized revenue of $590 million that was included in deferred revenue at July 31, 2025.
10-Q Q1 FY2026, Deferred Revenue
AI Products Identified (Ring 1)
Intuit Assist (GenAI/agentic AI financial assistant)QuickBooks AI categorization, cash flow forecasting, smart invoicingTurboTax AI-powered tax preparation, review, and anomaly detectionCredit Karma AI-driven personalized financial recommendationsMailchimp AI marketing tools and campaign optimization
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Global Business Solutions subscriptionsConsumer segment (TurboTax + ProTax)Credit Karma lead generationMailchimp marketing automationPayroll and merchant payment processingSmall business lending
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix