Intuit Inc.
INTUQ3 2022(INTU Q4 FY2022)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$943.8M
AI Revenue (Q)
$51.9M
Total Revenue (Q)
$2.6B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Intuit's FY2022 10-K (ended July 31, 2022) reports four segments: Small Business & Self-Employed, Consumer, Credit Karma, and ProTax. No AI-specific revenue line, segment, or dollar figure is disclosed. At this point, Intuit's AI exposure consists of traditional ML features embedded in existing products: auto-categorization in QuickBooks, smart recommendations in TurboTax, and personalized offers in Credit Karma. These are feature enhancements within subscription products, not separately priced. Revenue recognition describes subscriptions, hosted services, payroll, merchant payment processing, and packaged software — no AI-specific offerings. The 2% estimate reflects the minor incremental value of embedded ML features within the $12.7B revenue base. All AI is bundled into existing product pricing with no separate monetization path.
Analyzed by claude-opus-4-6
Quoted Figures
We derive revenue from the sale of software subscriptions, hosted services, payroll services, merchant payment processing services, packaged software products, live expert advice, financing for small businesses, delivery of qualified links, financial supplies and hardware.
10-K FY2022, Revenue Recognition
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