Intuit Inc.
INTUQ1 2023(INTU Q2 FY2023)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$1.1B
AI Revenue (Q)
$120.4M
Total Revenue (Q)
$6.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2023 10-Q (six months ended January 31, 2023) shows no AI-specific revenue disclosure. Same four segments with no changes to accounting policies. Revenue for the quarter is approximately $3,041M (from manifest). GenAI wave has begun externally (ChatGPT launched Nov 2022) but Intuit has not yet deployed GenAI features or changed its revenue model. AI remains limited to traditional ML embedded in products. No incremental AI monetization visible. Maintaining 2% estimate.
Analyzed by claude-opus-4-6
Quoted Figures
There have been no changes to our significant accounting policies during the first six months of fiscal 2023.
10-Q Q2 FY2023, Significant Accounting Policies
AI Products Identified (Ring 1)
QuickBooks auto-categorization (ML)TurboTax smart recommendations (ML)Credit Karma personalized offers (ML)
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.
QuickBooks Online subscriptionsTurboTax Online/LiveCredit Karma lead generationMailchimp marketing automation
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix