Intuit Inc. (INTU) operating KPIs

• Latest reported company period: Q4 FY2026 & Full Fiscal Year 2026 (ended July 31, 2026; Form 10-K filed September 9, 2026), followed by Investor Day FY27 on September 17, 2026 (which published the 2026 Investor Day Fact Sheet with a 12-quarter / 3-year segment recast).
• Two major segment reorganizations are captured with full historical continuity: (1) Effective August 1, 2025 (FY2026), Intuit combined Consumer (TurboTax), Credit Karma, and ProTax into a single Consumer segment; (2) Effective August 1, 2026 (FY2027), Intuit separated Mailchimp from Global Business Solutions into a standalone reportable segment ($1,272M revenue and $343M segment operating income in FY2026) and updated Non-GAAP operating income and EPS to include Share-Based Compensation (SBC) expense.
• Core operational keys (Groups 1–4) present Platform Paying Customers (Online Ecosystem excl./incl. Mailchimp, Mid-Market 449K, Desktop 0.8M, Consumer Monetized 37.4M, TurboTax Live 12.8M), Customer Retention Rates (QBO U.S. 83%, TurboTax Online 76%), standardized ARPC across all 9 product ecosystems ($4,038 Mid-Market, $1,109 Online excl. MC, $3,154 Desktop, $221 TurboTax Live, $130 TurboTax Overall, $64 Credit Karma, $5,302 ProTax, $1,278 Mailchimp), TurboTax U.S. Federal Units (39.0M in FY26) & IRS E-Files (29.8M), and Platform Volumes ($229B Business Money TPV, $170B U.S. Online Payments, $54B QuickBooks Bill Pay, $355B Annual Payroll Processed across 18.0M U.S. workers, $7.0B cumulative QuickBooks Capital loans).
• Extended operational groups (Groups 5–9) present QuickBooks Capital & Consumer lending cash flows, forward-flow loan sales ($2.1B UPB in FY26), allowance for credit losses rollforward, warehouse credit facility borrowings ($970M at FY26Q4), customer funds held ($5,038M), revenue recognized from beginning deferred revenue (with Q4 = FY − 9M), unconditional cloud purchase obligations ($4,934M), Schedule II valuation reserves, audited UK subsidiary accounts from UK Companies House (Intuit Limited #02679414 & Credit Karma UK Limited #07891157, FY2020–FY2025), workforce & ESG (Scope 1–3 GHG emissions, 100% renewable electricity, water, waste, diversity), and external benchmarks from IRS Filing Season Statistics (FY2019–FY2026) and U.S. Census BFS / Federal Reserve G.19 / BLS through September 2026.
• No parent-only financial statements exist under U.S. GAAP (Form 10-K Item 15(a)(2) omits Schedule I), so no Consolidated − Standalone subtraction is performed.
• All values are strictly as reported (with verbatim quotes on hover for text-extracted metrics). The only arithmetic performed is period splitting from cumulative disclosures (Q4 = full year − nine months; Q2/Q3 cash flows & loan purchases = YTD − prior YTD), shown in italic with the formula.

Not shown because recent periods are missing (7)

• Credit Karma Registered Members ('over 140 million members' / '150M+ members' — bound / marketing phrasing without exact point series in recent 10-K/Fact Sheets)
• Credit Karma Monthly Active Users ('over 40 million MAU' — disclosed only as a bound in recent Investor Day slides, whereas Credit Karma ARPC per MAU $22→$64 is disclosed as exact point values and included)
• QuickBooks Total Invoices Managed ('$2.7 trillion+ invoices managed' — bound figure in Investor Day deck)
• Intuit Assist GenAI Interactions ('millions of customer interactions' — qualitative/bound figure without exact point series)
• QuickBooks Live Customer Count ('more than 2x growth' — relative multiplier without absolute base count)
• TurboTax Canada Federal Units (not separately tabulated in recent Form 10-K or Quarterly Fact Sheets)
• Consolidated − Standalone Parent Subtraction (not applicable: Intuit Inc. reports under U.S. GAAP and omits Schedule I in Form 10-K Item 15(a)(2); UK subsidiary audited accounts are directly extracted from UK Companies House instead)

Data updated 2026-10-28.