INTU's Big Bets Keep Scaling: Can These Become Its Main Growth Engine?

Intuit's 'Big Bets' (Assisted Tax, Money, and Mid-Market) represent 30% of fiscal 2026 revenues with over 30% year-over-year growth, significantly outpacing overall company growth of 14%. While the company sees a $300B+ addressable market and leverages AI across 82 million consumers and 10 million businesses, new customer acquisition fell short of expectations in fiscal 2026. Management guides fiscal 2027 revenue growth of 9%-10% while continuing to invest in scaling these growth engines.