Intuit’s State of the Union FQ2 Report

Alicia breaks down Intuit's fiscal Q2 2026 earnings report, covering strong performance from QuickBooks Online, TurboTax, and Credit Karma alongside a notable drag from MailChimp. She also unpacks Intuit's growing push into the mid-market through Intuit Enterprise Suite, its expanding AI strategy — including a new integration with Claude Cowork — and what looming price increases could mean for small businesses and their bookkeepers.

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• (00:00) - Q2 2026 Report Overview
• (00:52) - QuickBooks Growth Drivers
• (01:16) - Intuit Enterprise Suite Surge
• (02:11) - Claude AI Inside IES
• (03:07) - QBO Services and SMB Trends
• (04:19) - TurboTax and Credit Karma Wins
• (04:53) - Assisted Tax Push
• (06:40) - MailChimp Slows Down
• (07:50) - Guidance and HI Focus
• (08:58) - AI Monetization and Pricing
• (10:39) - Competitive Moat and Data
• (11:49) - Wrap Up and Key Takeaways
• (12:30) - Alicia Updates and Classes

LINKS

Intuit’s FQ2 January 2026 earnings report: https://investors.intuit.com/news-events/press-releases/detail/1307/intuit-reports-strong-second-quarter-results-and-reiterates-full-year-guidance

Alicia’s upcoming classes: 

• eCommerce in QBO: http://royl.ws/e-commerce?affiliate=5393907 
• Baby’s Got Backups: http://royl.ws/QBO-Backups?affiliate=5393907 
•  3rd Party Apps: http://royl.ws/3rdparty?affiliate=5393907  

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