Intuit Inc.
"Launched Intuit Assist, a generative AI assistant across its platform."
Business LinesSmall Business & Self-Employed
Key Metrics
QuickBooks Online Revenue, Online Services Revenue
Growth Driver
AI-Driven Financial Platform
Advantage
Dominant Market Share, Ecosystem
Use Case Solved
Small Business Accounting & Financials
Market Position
#1 in Small Business Accounting
Quantified Position
Primary revenue and profit driver
Consumer
Key Metrics
TurboTax units, Revenue per return
Growth Driver
AI assistance in tax preparation (TurboTax Live)
Advantage
Brand recognition, ease of use
Use Case Solved
DIY consumer tax preparation
Market Position
Leader in consumer tax software
Quantified Position
TBD
Credit Karma
Key Metrics
MAUs, Revenue per MAU
Growth Driver
Financial product recommendations
Advantage
Large user base and data
Use Case Solved
Credit monitoring and financial product marketplace
Market Position
Leading personal finance platform
Quantified Position
Acquired for $8.1B
ProTax
Key Metrics
Revenue Growth
Growth Driver
Serving professional tax preparers
Advantage
Serves the accountant channel
Use Case Solved
Professional tax preparation software
Market Position
Key player in professional tax software
Quantified Position
TBD
Fcf Yield Pct
2.8
Next Year Revenue Growth Pct
12
Subscription Revenue Pct
>80%
Marketing And Sales Pct
~25-30%
Capex Pct
~5-10%
Single Point Of Failure
Disruption from new, AI-native fintech companies.
Insider Ownership Pct
1.50%
Gross Margin Pct T T M
82.00%