Intuit Inc. (INTU)
Intuit Inc. (INTU) Q2 2025 Earnings Call Transcript
Intuit Inc. (NASDAQ:INTU ) Q2 2025 Earnings Conference Call February 25, 2025 4:30 PM ET Company Participants Kim Watkins - Vice President, Investor Relations Sasan Goodarzi - Chief Executive Officer Sandeep Aujla - Chief Financial Officer Conference Call Participants Siti Panigrahi - Mizuho Kirk Materne - Evercore ISI Keith Weiss - Morgan Stanley Brent Thill - Jefferies Steve Enders - Citi Kash Rangan - Goldman Sachs Brad Sills - Bank of America Alex Markgraff - KeyBanc Capital Markets Taylor McGinnis - UBS Rishi Jaluria - RBC Capital Markets Scott Schneeberger - Oppenheimer Operator Good afternoon. My name is Angela, and I will be your conference operator.
Intuit Beats EPS, Revenue Expectations
Intuit reported stronger-than-expected fiscal 2025 second-quarter results, fueled by robust segment growth and an AI-focused strategy.
Intuit (INTU) Q2 Earnings and Revenues Beat Estimates
Intuit (INTU) came out with quarterly earnings of $3.32 per share, beating the Zacks Consensus Estimate of $2.58 per share. This compares to earnings of $2.63 per share a year ago.
Intuit shares jump after results top estimates amid key tax season
Tax-preparation software provider Intuit on Tuesday reported quarterly results that topped Wall Street's estimates, while forecasting third-quarter sales that were also above expectations.
Intuit's AI-driven financial tools boost third-quarter revenue forecast
TurboTax maker Intuit forecast third-quarter revenue above Wall Street estimates on Tuesday, betting on growing demand for its AI-driven financial services software.
Intuit Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
Intuit Inc. INTU will release its second-quarter financial results after the closing bell on Tuesday, Feb. 25.
What To Expect From Intuit Q2 Earnings?
Wall Street analysts rerated Intuit Inc INTU ahead of its quarterly earnings report amid an exciting earnings season. JP Morgan analyst Mark R Murphy remained Neutral rated on Intuit.
Intuit Gears Up to Report Q2 Earnings: What's in the Offing?
Intuit's second-quarter fiscal 2025 results might benefit from strength in Online Ecosystem business. Desktop changes and Mailchimp headwinds may put pressure on results.
Ahead of Intuit (INTU) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics
Get a deeper insight into the potential performance of Intuit (INTU) for the quarter ended January 2025 by going beyond Wall Street's top -and-bottom-line estimates and examining the estimates for some of its key metrics.
Intuit (INTU) Exceeds Market Returns: Some Facts to Consider
Intuit (INTU) concluded the recent trading session at $582.19, signifying a +0.39% move from its prior day's close.
Intuit: Strong Brands, Large MOAT
Intuit's core brands (TurboTax, Credit Karma, QuickBooks, Mailchimp) create a strong financial services software powerhouse with minimal competition and significant long-term growth potential. Despite a recent 16% stock decline, Intuit's valuation at 29x 2025 P/E is nearing the lower end, making it an attractive buy, especially before tax season. Intuit's robust track record, innovative AI use, and potential to tap more than their 5% TAM penetration underscores its long run way ahead.
Intuit Should Do Well With Software Industry Recovery Despite High Multiples
Intuit's high multiples are concerning, but the expected 2025 software sector recovery, strategic moves with Amazon, and efforts to attract more money to Credit Karma offer growth potential. The TurboTax and Credit Karma synergy shows promise, with $4 billion in tax refunds deposited into Credit Karma last year. They are aiming for more growth. INTU's partnership with Amazon integrates QuickBooks into the Amazon sellers' site, tapping into a $300 billion addressable market for small and medium-sized sellers.
