Intuit Inc. (INTU) Analyst/Investor Day Transcript

Intuit Inc. (INTU) Analyst/Investor Day September 17, 2026 11:00 AM EDT Company Participants Kendra Goodenough - VP & Head of Investor Relations Sasan Goodarzi - CEO, President & Chairman Alex Balazs - Executive VP & CTO Ashley Still - Executive VP & GM of Mid-Market Group and Small Business Group David Hahn - Executive VP & GM of Services Group Arundhati Singh Wyatt Jenkins Mark Notarainni - Executive VP & GM of Consumer Group Nick Soukas Sandeep Aujla - Executive VP & CFO Conference Call Participants Sitikantha Panigrahi - Mizuho Securities USA LLC, Research Division Brad Zelnick - Deutsche Bank AG, Research Division Michael Turrin - Wells Fargo Securities, LLC, Research Division Kirk Materne Raimo Lenschow - Barclays Bank PLC, Research Division Adam Wood - Morgan Stanley, Research Division Taylor McGinnis - UBS Investment Bank, Research Division Tal Liani - BofA Securities, Research Division Aleksandr Zukin - Wolfe Research, LLC Arjun Bhatia - William Blair & Company L.L.C., Research Division Paul Mason - E&P, Research Division Jared Levine - TD Cowen, Research Division Daniel Jester - BMO Capital Markets Equity Research Steven Enders - Citigroup Inc. Exchange Research Noah Naparst James Friedman - Susquehanna Financial Group, LLLP, Research Division Presentation Kendra Goodenough VP & Head of Investor Relations Welcome to Intuit's 2026 Investor Day. I am Kendra Goodenough, Head of Investor Relations here, and it is so good to see so many familiar faces and all of you here in sunny Mountain View. Those of us joining online, welcome as well. Happy to have everyone here today. We have a packed agenda for you. So I'm going to take just a minute to walk you through what you can expect for the day. We're going to start off with Sasan Goodarzi, who's going to take us through our company growth strategy. He's also going to share a little bit of how Intuit Intelligence really comes to life in our offerings. After that, we're going to hand it over to Alex Balazs, who's going to talk about technology