CLAIM #32821 · Intuit Inc (INTU) · 2025Q4 earnings call · Aug 21, 2025 · due Feb 18, 2028
“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%.”
Sandeep Aujla · CFO
How to check this claim
Look at: TurboTax segment revenue growth rate, annual (year-over-year), and TurboTax Live revenue growth rate, annual
It came true if: TurboTax total revenue growth between 6% and 10%, with TurboTax Live revenue growth between 15% and 20%
Where: Intuit segment revenue disclosures (10-K / Q4 earnings release and investor materials)
In context
“4% 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 and accountants. Given our early bet on AI, our low penetration of our large $300 billion TAM and the significant investments we've made in the last decade in data, data services, AI and AI-enabled human intelligence, we are well positioned to power prosperity for our customers and deliver sustained double-digit revenue growth with margin exp”
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SEC filings for INTU ↗ · Claim quote is verbatim from the 2025Q4 earnings call.