CLAIM #32820 · Intuit Inc (INTU) · 2025Q4 earnings call · Aug 21, 2025 · due Feb 18, 2028
“This includes online paying ARPC growth of 10% to 20% and online paying customer growth of 5% to 10%.”
Sandeep Aujla · CFO
How to check this claim
Look at: Online paying ARPC growth and online paying customer growth (Global Business Solutions Group), long-term average
It came true if: Online paying ARPC growth 10%-20% and online paying customer growth 5%-10%
Where: Company earnings releases / management commentary on quarterly and annual calls (Global Business Solutions Group metrics)
In context
“per share of $15.49 to $15.69, growth of 13% to 15% and non-GAAP diluted earnings per share of $22.98 to $23.18, growth of 14% to 15%. We expect a GAAP tax rate of approximately 23% in fiscal 2026. Our guidance for the first quarter of fiscal 2026 includes total company revenue growth of 14% to 15%, GAAP earnings per share of $1.19 to $1.26 and non-GAAP earnings per share of $3.05 to $3.12. You can find our full fiscal 2026 and Q1 guidance details in our press release and on our fact sheet. We are also reiterating our long-term growth expectations for each of our businesses. First, Global Business Solutions Group. With the momentum we see in Online Ecosystem revenue growth, we are reiterating our long-term revenue growth expectations for the Global Business Solutions Group of 15% to 20%. This includes online paying ARPC growth of 10% to 20% and online paying customer growth of 5% to 10%. Second, TurboTax. We had a strong tax season, and we see significant runway ahead to penetrate our TAM, particularly in assisted tax, which we expect to be the key driver of future growth. We are reiterating the TurboTax long-term revenue growth rate of 6% to 10% in this interim period with TurboTax Live revenue expected to grow 15% to 20%. Finally, Credit Karma. We are reiterating our long-term revenue growth expectations of 10% to 15%, reflecting the current size and scale of the business, our focus on delivering year-round benefits that lead to engagement, monetization and TurboTax growth. With that, I'll turn it back over to Sasan. Sasan K. Goodarzi: Thank you, Sandeep. We are well on our way to becoming the global tech leader for enabling financial success for consumers, businesses a”
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SEC filings for INTU ↗ · Claim quote is verbatim from the 2025Q4 earnings call.