Inviting the Agent In (opens in new tab)

Intuit told 3,000 employees on Wednesday that their jobs were gone — 17% of an 18,200-person global workforce — in an internal memo sent hours before the Q3 FY26 earnings release. The same release raised full-year revenue guidance to $21.341–21.374 billion, posted Q3 revenue of $8.6 billion (+10%), Online Ecosystem revenue of $2.5 billion (+19%, +22% ex-Mailchimp), and non-GAAP EPS of $12.80 (+10%). The stock entered the print down 41% year-to-date. The arithmetic is now familiar — beat the q...