Intuit's Big Bets Reach 30% of Fiscal 2026 Revenue, Growing Over 30%

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Intuit's three "Big Bets" businesses — Assisted Tax, Money and Mid-Market — represented about 30% of fiscal 2026 revenues and grew more than 30% year over year, compounding above 30% annually since fiscal 2023 versus 14% for total revenues. Within that group, Assisted Tax revenues rose 37% to $2.8 billion with customers up 38% to 13 million, Business Money revenues climbed 31% to $1.8 billion, Consumer Money revenues increased 26% to $600 million, and Mid-Market revenues jumped 39% to $1.6 billion as customers grew 28% to 449,000. Management estimates a total addressable market above $300 billion at 7% penetration, comprising $97 billion in small business, $89 billion in mid-market and $142 billion in consumer opportunities, and says its AI platform draws on data from 82 million consumers, 10 million businesses and 650,000 accountants, with AI agents able to use more than 60 large language models and 100-plus Intuit AI skills. The pressure point is customer acquisition: Intuit said fiscal 2026 new-customer growth fell short of expectations, with TurboTax IRS e-file share down one point and DIY share down three points. For fiscal 2027, management expects revenue growth of 9%-10% and Global Business Solutions growth of 13%-14% while investing to widen customer entry points and keep scaling the Big Bets.

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Cloud & Digital Infrastructure▲ · 2 stocks
Intuit Inc
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Intuit's Big Bets grew over 30% to ~30% of fiscal 2026 revenue, with Assisted Tax up 37% and Mid-Market up 39%, though new-customer growth fell short and FY2027 guidance is 9-10%.

Consumer Discretionary▲ · 1 stocks

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