{"slug": "intuit-hits-4-4-billion-q4-revenue-as-ai-driven-big-bets-accelerate-growth", "title": "Intuit hits $4.4 billion Q4 revenue as AI-driven 'Big Bets' accelerate growth", "summary": "Intuit reported $4.4 billion in Q4 fiscal 2026 revenue, up 14% year-over-year and above the consensus estimate of $4.27 billion, with non-GAAP EPS of $24.27, a 20% increase. The company's 'Big Bets' strategy now accounts for 30% of full-year revenue, and Intuit guided fiscal 2027 revenue to $23.279–$23.512 billion, reflecting a growth slowdown to 9–10%. Starting in fiscal 2027, Intuit will no longer exclude share-based compensation from non-GAAP measures, impacting operating income by $2,020 million and diluted EPS by $5.81.", "body_md": "# Intuit hits $4.4 billion Q4 revenue as AI-driven 'Big Bets' accelerate growth\n\n**The fintech giant beat revenue expectations with double-digit growth while signaling a shift in accounting practices for fiscal 2027.**\n\nBy [RuntimeWire Staff](/author/runtimewire-staff)\n· Published\n\nPrimary source: [Intuit](https://investors.intuit.com/news-events/press-releases/detail/1320/intuit-reports-fourth-quarter-and-full-year-fiscal-2026-results-sets-fiscal-2027-guidance)\n\n```\nIntuit (INTU) — Q4 FY2026\nRevenue: $4.4 billion\nNet income: $363 million\nEPS: GAAP earnings per share increased 20 percent to $16.46, and non-GAAP earnings per share increased 20 percent to $24.27\nGuidance: Full Year Fiscal 2027: Total Revenue $23,279 to $23,512, Non-GAAP Operating Income $8,063 to $8,145, Non-GAAP Diluted Earnings Per Share $22.88 to $23.12; First Quarter Fiscal 2027: Total Revenue $4,294 to $4,313, Non-GAAP Operating Income $902 to $915, Non-GAAP Diluted Earnings Per Share $2.44 to $2.48\nFull year fiscal 2026 revenue: grew 14 percent to $21.4 billion\nGlobal Business Solutions revenue: increased 16 percent to $12.9 billion\nConsumer revenue: increased 11 percent to $8.6 billion\nGAAP operating income: increased 20 percent to $5.9 billion\n```\n\nIntuit delivered a robust fourth quarter with **$4.4 billion** in revenue, representing a **14%** increase-over-year and beating the consensus estimate of **$4.27 billion**. The software giant saw non-GAAP earnings per share climb to **$24.27**, a **20%** jump from the previous year, comfortably outpacing the Street expectation of **$3.58–$3.59**. The performance was bolstered largely by the company's 'Big Bets' strategy, which management claims now accounts for **30%** of full-year revenue.\n\nLooking ahead, Intuit provided full-year 2027 guidance that expects total revenue to land between **$23,279 million** and **$23,512 million**, suggesting a growth deceleration to **9% to 10%** compared to the **14%** growth seen in fiscal 2026. The company also set the following for the upcoming 2027 period:\n\n- Q1 FY27 Revenue:\n**$4,294 million** to**$4,313 million** - Q1 FY27 Non-GAAP Operating Income:\n**$902 million** to**$915 million** - Q1 FY27 Non-GAAP EPS:\n**$2.44** to**$2.48**\n\nA significant structural change is arriving for the company's reporting: starting in fiscal 2027, Intuit will no longer exclude share-based compensation expense from its non-GAAP financial measures. This move reflects management's view of equity awards as a recurring cost. The FY27 guidance already factors in a **$2,020 million** impact on-GAAP operating income and a **$5.81** impact on diluted EPS.\n\nOn the segment level, the business engine remains centered on Global Business Solutions, which generated **$12.9 billion** for the year, up **16%**. While QuickBooks Online Accounting saw a strong **23%** growth, the consumer side showed more modest momentum with TurboTax revenue increasing **7%** to **$5.3 billion**. Investors will be watching closely how the recently announced 17% workforce reduction and associated **$300 million–$340 million** in restructuring charges translate into long-term operating margin expansion in the coming fiscal year.", "url": "https://wpnews.pro/news/intuit-hits-4-4-billion-q4-revenue-as-ai-driven-big-bets-accelerate-growth", "canonical_source": "https://runtimewire.com/article/intuit-hits-4-4-billion-q4-revenue-as-ai-driven-big-bets-accelerate-growth", "published_at": "2026-08-25 20:00:09+00:00", "updated_at": "2026-08-25 20:14:36.406512+00:00", "lang": "en", "topics": ["artificial-intelligence", "ai-products"], "entities": ["Intuit", "QuickBooks Online Accounting", "TurboTax"], "alternates": {"html": "https://wpnews.pro/news/intuit-hits-4-4-billion-q4-revenue-as-ai-driven-big-bets-accelerate-growth", "markdown": "https://wpnews.pro/news/intuit-hits-4-4-billion-q4-revenue-as-ai-driven-big-bets-accelerate-growth.md", "text": "https://wpnews.pro/news/intuit-hits-4-4-billion-q4-revenue-as-ai-driven-big-bets-accelerate-growth.txt", "jsonld": "https://wpnews.pro/news/intuit-hits-4-4-billion-q4-revenue-as-ai-driven-big-bets-accelerate-growth.jsonld"}}