DafinchiOne, we're going to continue to scale our bets. They will continue to be the fastest-growing parts of the company. And even within our Big Bets, we're going to really double down on acceleration of new-to-the-franchise.
INTU2026 Q4Technology
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Intuit Inc. 2026 Q4: Scaling Big Bets to accelerate new-to-the-franchise customer growth
Scaling Big Bets to accelerate new-to-the-franchise customer growth
- Management emphasized that Big Bets (assisted tax, money, and mid-market) grew 34% and represented 30% of full year revenue.
- In fiscal 2027, Intuit will shift execution and investments to accelerate new customer acquisition and market share growth while continuing to scale the Big Bets.
- The stated growth outcomes are to grow new customers to capture market share and increase adoption of platform services to drive higher ARPC.
- Sasan described doubling down within Big Bets on acceleration of new-to-the-franchise rather than only scaling existing customers.