Intuit beat fourth-quarter estimates with $4.35 billion in revenue, up 14% year over year, and adjusted EPS of $4.03 versus $3.58 expected, then guided fiscal 2027 revenue to $23.3 billion–$23.5 billion, or 9%–10% growth and below the roughly $23.7 billion consensus. CEO Sasan Goodarzi said DIY TurboTax users are leaving for lower-priced rivals and that the company will accept lower average revenue per TurboTax customer, limiting TurboTax growth to 2%–3% and TurboTax Live to mid-teens after 37% revenue growth in fiscal 2026. Big Bets rose 34% and now make up 30% of revenue, mid-market grew 39%, QuickBooks Capital loan volume jumped 54% to $1.9 billion, and online payment volume topped $225 billion. Online paying customers reached 8.9 million, up 3%. Fiscal 2027 adjusted EPS was guided to $22.88–$23.12 after Intuit said it will fold share-based compensation into non-GAAP metrics, an estimated $5.81 headwind. Shares closed down 3.2% at $345.88 and are down about 48% in 2026 on AI disruption fears.