CLAIM #32812 · Intuit Inc (INTU) · 2025Q4 earnings call · Aug 21, 2025

“We expect Mailchimp to exit fiscal 2026 growing double digits.”

Sandeep Aujla · CFO

How to check this claim

Look at: Mailchimp segment revenue year-over-year growth rate, as disclosed in quarterly results, for the quarter ending fiscal 2026 (Q4 FY2026)

It came true if: Mailchimp revenue growth >= 10% year-over-year in Q4 fiscal 2026 (quarter ending July 31, 2026)

Where: Company quarterly earnings release/call segment disclosures (10-K/10-Q or Q4 FY2026 earnings call commentary)

Knowable after: 2026-09-15

In context

“y, revenue growth in the quarter reflects payments revenue growth, which was driven by customer growth and increase in total payment volume per customer and higher effective prices as well as QuickBooks Capital revenue growth. Total online payment volume growth in Q4 was 18%, relatively consistent with the range we have seen over the last several quarters. Within payroll, revenue growth in the quarter reflects customer growth, higher effective prices and mix shift. Within Mailchimp, the revenue was down slightly versus a year ago, in line with our expectations for the quarter. We remain focused to ensure the offering resonates with both mid-market and small businesses, and we are confident in delivering an all-in-one business platform that integrates the power of Mailchimp and QuickBooks. We expect Mailchimp to exit fiscal 2026 growing double digits. The overall addressable market for our business platform is over $180 billion, roughly half of which is mid-market. And we are well positioned to win as an all-in-one platform. Online Ecosystem revenue grew 21% in Q4 and 20% for the year. This includes approximately 40% growth for both the quarter and the year in Online Ecosystem revenue for QBO Advanced and Intuit Enterprise Suite that serve mid-market. Online Ecosystem revenue for small businesses and the rest of the base grew a strong 18% for both the quarter and the year. Our Online Ecosystem revenue growth reflects the progress we're making with our strategy of serving both small and mid-market businesses with more complex needs. We had an exceptional year driving 23% growth in combined QBO Advanced and Intuit Enterprise Suite custom”

Verify independently

SEC filings for INTU ↗ · Quote is verbatim from the 2025Q4 earnings call.