INTUIntuit Inc.

“our accounting AI agents, powering recommendations across more than 50 million transactions each week, and business tax AI agents, identifying millions of dollars in deductions.”

“the biggest thing that our partnership with an Anthropic and an OpenAI really fuels is when you look at our $300 billion in total addressable market where we have 6% penetration, it is actually opening up the funnel for us with high intent customers that are just getting started that may want to start with basic capabilities like invoicing and how do I manage my customers, And we help them do that by connecting the QuickBooks within an LLM.”

“we have built out a virtual expert platform that is all driven by, all of our data, data engines, and data ingest capabilities, AI, that does a lot of the-- I mean, this is what we are doing is incredibly complex from matching customers to the right experts to the right routing, to the capacity planning, doing a lot of the work for our experts so our experts can manage the relationship with the end client.”

“we will also introduce a consumption based model for our AI and human intelligence services enabling customers to scale usage, and unlock greater benefits and business outcomes. Based on initial tests, we see the strongest adoption among more complex customers on the Advanced and Plus offerings.”

“AI agents builder capabilities that helps them customize industry specific KPIs and reporting that they can monetize. So based on their usage, we will monetize on consumption.”

“let me tell you what this is not about. This was not about AI. As you know, we, are very invested in AI and the tools that we use internally, which is what driving a lot of our efficiencies and margin expansion. And, also, AI is embedded in everything that we do, that helps us serve customers, which is what is fueling our growth.”

“we are launching a sweeping expansion and a new lineup of our AI-driven Expert platform in August. This represents a significant step forward. A unified system of intelligence that serves as a strategic control tower for both businesses and accountants seamlessly moving from insights to autonomous execution.”

“customers that the 88% of our TAM that go to somebody else to do their taxes for them, has nothing to do with how good software gets. This is all about confidence. And they want somebody else to do their taxes for them because they wanna delegate the liability of these very high stakes decisions.”

“the whole fuel of our growth in mid market and money, the system of intelligence that we have created as a control tower to help businesses and accountants run their business for accounts to serve businesses, is all driven by data and AI.”

“it is all in service of less layers, less coordination roles, much more efficient and effectiveness in how we run the company. that is what gives us the confidence and the durability of both the top line growth and margin expansion.”

“Our powerful combination of proprietary data domain specific AI platform capabilities, and AI powered human expertise is setting the standard for trusted financial intelligence.”

“AI agents do not just surface insight, but take action across the business to manage performance, KPIs, and complete critical workflows autonomously, all in 1 place.”

“none of this has anything to do with AI. This is all about, being price-right for customers that are less than $50 thousand in income.”

“reflecting our overall disciplined approach to managing the business. Including continued AI efficiencies.”

“our conviction in our strategy to deliver powerful done for you experiences for customers with a unique combination of AI, and AI driven human expertise.”

“This is how we build the next chapter of Intuit. Services and software powered by data, AI, and human intelligence.”

“we made significant progress executing on our AI-driven expert cloud platform strategy”

“delivering done for you experiences powered by AI and human expertise.”