INTU
The money machine keeps humming
Intuit says it crossed the $20 billion revenue mark for the full fiscal year ended July 31, 2026, with its “Big Bets” growing 34% and making up 30% of annual revenue. That’s a pretty loud way of saying the company’s growth engines are no longer side quests — they’re starting to feel like the main storyline.
Why investors are paying attention
This is the classic earnings combo platter: the company showed you how the last year went, then turned around and told you what it thinks fiscal 2027 should look like. That guidance piece matters because for a stock like Intuit, the market isn’t just buying the last quarter — it’s buying the idea that TurboTax, QuickBooks, Mailchimp, and the broader platform can keep pulling businesses deeper into the ecosystem.
The big picture
If the numbers hold up, Intuit is doing what every software company dreams about and almost nobody pulls off cleanly: widening its moat while still finding fresh growth. For investors, the question now is whether this $20 billion milestone is a victory lap or just the next pit stop on a longer run.
Big picture: Intuit doesn’t just want to be the tax software you grudgingly open once a year. It wants to be the financial operating system your business can’t quit.