Key Points Industry/Company - **Company**: Intuit Inc. (NASDAQ:INTU) - **Industry**: Financial Technology, specifically focusing on small business and consumer financial services Core Points and Arguments - **Shift in Strategy**: Intuit is transitioning from a tax and accounting platform company to a platform that plays a meaningful role in consumers' and small businesses' everyday lives. - **Growth**: Excluding Mailchimp acquisition, Intuit delivered over 20% organic growth in the past year. The company has a $300 billion Total Addressable Market (TAM) with a 4% penetration rate. - **Five Big Bets**: 1. Revolutionize speed to benefit for customers 2. Connect people to experts 3. Unlock smart money decisions 4. Be the center of small business growth 5. Go upmarket and disrupt mid-market small businesses - **Small Business Resilience**: Intuit's focus on helping small businesses grow and manage their cash flow, combined with its subscription-based model, contributes to its resilience in the SMB ecosystem. - **Payment Growth**: Intuit's payments volume is growing over 30%, driven by innovations like instant deposit and access to loans. - **Economic Indicators**: Intuit's data indicates strong consumer and small business spending, with low unemployment and stable account balances. - **Tax Simplification**: Intuit advocates for tax simplification, which it believes will be a tailwind for its business. - **Capital Allocation**: Intuit remains disciplined in its financial principles, focusing on organic growth and strategic investments. Other Important Points - **Mailchimp Acquisition**: Intuit acquired Mailchimp to create a comprehensive platform for small businesses to grow and run their operations. - **QuickBooks Live**: This service connects small businesses with experts to help them make decisions and manage their books. - **International Expansion**: Mailchimp has significant international potential, which Intuit plans to explore. - **Tax Services**: Intuit focuses on the $30 billion market for tax assistance, targeting consumers and small businesses with complex tax situations. - **Digital Payments**: Intuit aims to digitize all payments on its platform, making it easier for businesses and consumers to manage their finances.

Tables of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ______________________________________ FORM 10-K ☑ Annual Report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the fiscal year ended July 31, 2022 OR ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number 0-21180 INTUIT INC. (Exact name of registrant as specified in its charter) Delaware 77-0034661 ...

Intuit Inc. (NASDAQ:INTU) Q4 2022 Earnings Conference Call August 23, 2022 4:30 PM ET Company Participants Kim Watkins - Vice President, Investor Relations Sasan Goodarzi - Chief Executive Officer Michelle Clatterbuck - Chief Financial Officer Conference Call Participants Keith Weiss - Morgan Stanley Brad Zelnick - Deutsche Bank Alex Zukin - Wolfe Research Kash Rangan - Goldman Sachs Daniel Jester - BMO Capital Markets Siti Panigrahi - Mizuho Michael Turrin - Wells Fargo Securities Brent Thill - Jefferies K ...

Intuit Inc. (NASDAQ:INTU) Bank of America 2022 Global Technology Conference June 7, 2022 12:30 PM ET Company Participants Varun Krishna - EVP and GM, Consumer Group Conference Call Participants Unidentified Analyst Everybody, I'm delighted to welcome Intuit to the conference. We're very fortunate today to be having Varun Krishna, newly appointed Executive Vice President and GM of the Consumer Group for TurboTax and the Consumer Group. Delighted to have you here. Varun, thank you so much for joining us. Varu ...

Intuit Inc. (NASDAQ:INTU) Q3 2022 Earnings Conference Call May 24, 2022 4:30 PM ET Company Participants Kim Watkins - Vice President, Investor Relations Sasan Goodarzi - Chief Executive Officer Michelle Clatterbuck - Chief Financial Officer Conference Call Participants Siti Panigrahi - Mizuho Keith Weiss - Morgan Stanley John Byun - Jefferies Kash Rangan - Goldman Sachs Daniel Jester - BMO Capital Markets Strecker Backe - Wolfe Research Scott Schneeberger - Oppenheimer Kartik Mehta - Northcoast Research Bra ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________ FORM 10-Q ☑ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended April 30, 2022 OR ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from ____________ to ____________ . Commission File Number 0-21180 INTUIT INC. (Exact name of registrant as specifi ...

Intuit Inc. (NASDAQ:INTU) Wolfe Research Virtual March Madness Software Conference March 22, 2022 11:10 AM ET CorporateParticipants Kim Watkins - Vice President, Investor Relations Alex Chriss - EVP & General Manager, Small Business and Self-Employed ConferenceCall Participants Alex Zukin - Wolfe Research Alex Zukin Thank you so much for joining. We can keep the virtual buzz rolling. We are super thrilled to have Intuit join us today. We have Alex Chriss and Kim Watkins from Intuit. So Alex and Kim, thank y ...

Intuit, Inc. (NASDAQ:INTU) Morgan Stanley Technology, Media, and Telecom Conference March 8, 2022 6:35 PM ET Company Participants Sasan Goodarzi - CEO, President & Director Conference Call Participants Keith Weiss - Morgan Stanley Keith Weiss Thank you, everyone, for joining us. My name is Keith Weiss. I run the U.S. software equity research effort here at Morgan Stanley. And very pleased to have with us from Intuit, CEO, Sasan Goodarzi. You got a -- on the third try, I got it right. Please see the Morgan S ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________ FORM 10-Q ☑ Quarterly report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended January 31, 2022 OR ☐ Transition report pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from ____________ to ____________ . Commission File Number 0-21180 INTUIT INC. (Exact name of registrant as speci ...

Intuit Inc. (NASDAQ:INTU) Q2 2022 Earnings Conference Call February 24, 2022 4:30 PM ET Company Participants Kim Watkins - IR Sasan Goodarzi - CEO Michelle Clatterbuck - CFO Conference Call Participants Scott Schneeberger - Oppenheimer Sterling Auty - JPMorgan Kash Rangan - Goldman Sachs Sitikantha Panigrahi - Mizuho Securities Keith Weiss - Morgan Stanley Brad Zelnick - Deutsche Bank Kirk Materne - Evercore ISI Michael Turrin - Wells Fargo Ken Wong - Guggenheim Securities Alex Zukin - Wolfe Research ...