Intuit Inc.
INTUQ2 2023(INTU Q3 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
Q3 FY2023 10-Q (nine months ended April 30, 2023) shows no AI-specific revenue disclosure. This is the peak tax season quarter with approximately $6,018M in revenue. No changes to significant accounting policies. No mention of AI, GenAI, or Intuit Assist in the filing. All revenue continues to flow through traditional subscription and service channels. Maintaining 2% estimate for embedded ML features.
Analyzed by claude-opus-4-6
Quoted Figures
There have been no changes to our significant accounting policies during the first nine months of fiscal 2023.
10-Q Q3 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