Intuit Inc (MIL:1INTU)
€ 240.9 +2.65 (+1.11%) Market Cap: 66.04 Bil Enterprise Value: 64.69 Bil PE Ratio: 16.65 PB Ratio: 3.66 GF Score: 68/100

Intuit Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 02, 2026 / 06:00PM GMT
Release Date Price: €358.3 (+5.41%)
Keith Weiss
Morgan Stanley & Co Ltd - Analyst

Excellent. Thank you, everyone, for joining us. My name is Keith Weiss. I run the US equity research franchise covering software here at Morgan Stanley. And really pleased to start out my conference talking with Intuit CEO, Sasan Goodarzi. Sasan, thank you so much for joining us.

Sasan Goodarzi
Intuit Inc - Chairman of the Board, President, Chief Executive Officer

Thank you for having me. Happy Monday, everybody.

Questions & Answers

Keith Weiss
Morgan Stanley & Co Ltd - Analyst

Excellent. So maybe to start off, you guys just reported Q2 results last week. A really impressive set of results. Beat revenues -- almost every segment, beat revenues. Operating margins came in well ahead of expectations.

EPS, you beat EPS by 12.5%. Can you talk to us about what's going on under the hood? Like what are the developments that you guys are seeing thus far in your fiscal year that's enabling you to put up those results, to beat on the top line and bring

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