CLAIM #32877 · Intuit Inc (INTU) · 2026Q3 earnings call · May 20, 2026

“Overall, we expect total online paying units to grow 2%, this year on share gains from higher ARPU filers.”

Sandeep Aujla · CFO

How to check this claim

Look at: Total online paying units growth, full fiscal year (TurboTax segment)

It came true if: Full-year total online paying units growth = 2% (accept range 1.5%-2.5%)

Where: Company fiscal Q4/full-year earnings release and management commentary (Intuit TurboTax segment metrics)

Knowable after: 2026-08-25

In context

“ies. Now turning to the business segments. Consumer platform revenue grew 8% in Q3, driven by TurboTax, which grew 7% and Credit Karma, which grew 15%. ProTax revenue was in line with last year. Beginning with TurboTax, while we did not have the overall tax season we expected, we made significant progress against our strategic growth of disrupting the assisted category. As Sasan shared, we expect TurboTax Live customers to grow 38% this year, and revenue to grow 36%, well ahead of our stated long term growth expectations of 15% to 20%. TurboTax Live will therefore represent 53% of total TurboTax revenue this year. These results reinforce 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. Overall, we expect total online paying units to grow 2%, this year on share gains from higher ARPU filers. We saw strong monetization across simple and complex filers, driving an expected 11% increase in ARPU as more customers chose our assisted offerings and faster access to refunds. In total, we expect to deliver more than $25 billion in refunds through our fast money offerings this year. Our priorities are clear. Build on our exceptional momentum in TurboTax Live, where we continue to see significant ARPU opportunity, and evolve our DIY model at the low end to better serve price sensitive filers. We know what we need to do. And the team is well positioned to execute given the strength of our assets across TurboTax and Credit Karma. Within the ProTax Group, revenue in Q3 was in line with last year. For the full year, we expect ProTax Group revenue growth of approximately 4%. Turning to Credi”

Verify independently

SEC filings for INTU ↗ · Quote is verbatim from the 2026Q3 earnings call.