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CLAIM #32890 · Intuit Inc (INTU) · 2026Q3 earnings call · May 20, 2026 · due Jul 31, 2026

The DIY segment, remember the goal that we have articulated is that we want to maintain revenue share. And we actually expect this year to maintain our revenue share in the DIY category.

Sasan Goodarzi · CEO

PENDING
graded after results covering Jul 31, 2026 are reported

How to check this claim

Look at: Intuit Consumer TurboTax DIY segment revenue share in the DIY tax category, fiscal year

It came true if: DIY category revenue share flat or higher versus prior fiscal year (no year-over-year decline)

Where: management commentary / disclosed DIY revenue share metrics on Q4 and full-year earnings call (10-K, investor materials)

In context

growth moving forward is, I think the biggest highlights from this tax season was really around, 1, assisted segment performance. When you look at new assisted customer growth, it grew 29%. When you look at total customer growth, it grew 38%. And our revenue grew 38%. And or 36%, I should say, and now it is 53% of our entire franchise and that is up 11-points over last year. And we continue just to be at the tip of the iceberg in terms of what is possible because what we did with our local strategy really worked this year. And Credit Karma is becoming a meaningful impact because there is a 54% increase in filings of taxes through Credit Karma. Those are big highlights. And as you look at us continuing to scale pursuing 88% of the total addressable market, it gives us a lot of confidence. The DIY segment, remember the goal that we have articulated is that we want to maintain revenue share. And we actually expect this year to maintain our revenue share in the DIY category. And in context, that is why we feel very good about a business model change for the price sensitive segment of these folks that are $50 thousand or less because these folks are paying. They are just overall price sensitive to what they pay. We are going to evolve our model to not only be competitive on price, but then be able to monetize beyond tax. So that is overall what gives us confidence. Irrespective of the total filing. So now let me get to that, which I think was the initial, part of your question. We expect that the total filings will decline about 30 basis points and, or 30 bps,, and we expected it to go up 1%. Now, by the way, e-files will be up 1%, but we actually--e-file does not include the manual of filings. What we saw this year across the entire base is there was a big ch

Verify independently

SEC filings for INTU · Claim quote is verbatim from the 2026Q3 earnings call.