| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q4'26 | August 25, 2026 | 3/12 | 3 medium, 2 low flags | 1 | 1 | Call sheet → |
| Q3'26 | May 20, 2026 | 5/12 | 1 high, 5 medium, 2 low flags | 1 | 2 | Call sheet → |
| Q2'26 | February 26, 2026 | 3/12 | 1 high, 5 medium, 2 low flags | 4 | 1 | Call sheet → |
| Q1'26 | November 20, 2025 | 9/12 | 3 medium, 5 low flags | 3 | 0 | Call sheet → |
| Q4'25 | August 21, 2025 | 10/12 | 6 low flags | 5 | 0 | Call sheet → |
| Q3'25 | May 22, 2025 | 9/12 | 2 medium, 6 low flags | 5 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q4'26 | Missed | Scale direct sales team by ~30% to drive new customer growth Q3 announced scaling, but Q4 customer growth slowed to 3% YoY, suggesting the hire‑driven pipeline underperformed |
| Q4'26 | Delivered | Reduce full‑time workforce by 17% to become leaner and faster Quarter‑end headcount reductions were referenced in Q3 and reiterated in Q4; consistent narrative indicates execution |
| Q3'26 | Missed | TurboTax growth of 8% Guiding to 7% for full year, down from 8% prior guide |
| Q3'26 | Pending | Online ecosystem revenue growth of 14-15% for GBSG Tracking at 15% but deceleration concerning |
| Q3'26 | Missed | Mailchimp return to double-digit growth Pushed beyond FY26; essentially abandoned as growth driver |
| Q3'26 | Pending | Construction edition for IES as first industry-specific solution Mentioned but no customer counts or revenue impact disclosed |
| Q3'26 | Pending | QuickBooks Workforce launch transforming HCM Launched but no adoption metrics provided yet |
| Q3'26 | Delivered | Expand direct sales team by approximately 30% Confirmed expansion underway with productivity gains continuing |
| Q2'26 | Delivered | IES productivity gains from dedicated sales team Contracts up 50% QoQ, expanding team by 30% |
| Q2'26 | Delivered | Expanding local presence with AI-powered virtual and in-person filing 600 centers now operational, 5.1M visitors already |
| Q2'26 | Delivered | Continue to be in market each quarter with buybacks $961M repurchased, actually increasing program |
| Q2'26 | Delivered | Desktop ecosystem revenue to grow low single digits in fiscal 2026 Q2 at 10% but maintaining full-year low single digit guide |
| Q2'26 | Pending | Intuit Intelligence to be GA soon No mention of GA timeline this quarter, 'soon' undefined |
| Q2'26 | Missed | Mailchimp to achieve double-digit growth exiting fiscal 2026 Pushed to 'beyond fiscal 2026', effectively abandoned near-term target |
| Q1'26 | Delivered | Credit Karma 10-15% long-term revenue growth Q1 at 15%, right in the target range despite tougher comps |
| Q1'26 | Pending | Global Business Solutions 15-20% long-term revenue growth Q1 at 18% ex-Mailchimp, within range but slowing from Q4 |
| Q1'26 | Pending | TurboTax Live 15-20% long-term revenue growth rate Q1 not representative but innovation pipeline suggests confidence maintained |
| Q1'26 | Exceeded | AI agents driving strong customer engagement above expectations 2.8M customers with 80%+ repeat engagement vs internal expectations |
| Q1'26 | Delivered | IES quarterly product releases to rapidly penetrate TAM July release launched with AI agents, multi-entity improvements delivered |
| Q1'26 | Pending | Mailchimp to exit fiscal 2026 growing double digits Still down slightly in Q1, but management reaffirmed timeline confidence |
| Q4'25 | Pending | Take several quarters to deliver improved outcomes at scale for Mailchimp Still working through the turnaround, now with more specific Q4 2026 timeline |
| Q4'25 | Exceeded | Credit Karma revenue growth of 28% (raised from 5-8%) Delivered 32% growth, well above raised guidance |
| Q4'25 | Delivered | Desktop Ecosystem revenue to grow in the mid-single digits in fiscal 2025 Delivered 5% growth for the full year |
| Q4'25 | Delivered | GBSG revenue in the upper band of previous guidance, representing 16% revenue growth Delivered 16% growth as guided |
| Q4'25 | Delivered | Online Ecosystem revenue to grow approximately 20% in fiscal 2025 Delivered exactly 20% growth for the full year |
| Q4'25 | Delivered | Online Ecosystem revenue growth to accelerate to approximately 21% in Q4 Delivered exactly 21% growth in Q4 |
| Q3'25 | Exceeded | Strong tax season funnel with assisted category focus 47% Live revenue growth vs 15-20% long-term target - massive outperformance |
| Q3'25 | Delivered | IES momentum building week-to-week January contracts 2x November, accountants driving 15% of deals |
| Q3'25 | Pending | Several quarters to improve Mailchimp outcomes No progress - revenue flat, still saying 'several quarters' with no new timeline |
| Q3'25 | Exceeded | Credit Karma 5-8% revenue growth for FY25 Massive beat - raised to 28% growth, 2000-2300bp above original guidance |
| Q3'25 | Delivered | Online ecosystem revenue ~20% growth in FY25 Maintaining 20% despite Mailchimp headwinds, with acceleration to 21% in Q4 |
| Q3'25 | Exceeded | Consumer Group 7-8% revenue growth for FY25 Raised to 10% growth - beat by 200-300bp due to tax outperformance |
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