Research
FORUM TRANSCRIPT

Intuit – Mailchimp Acquisition & Business Outlook – 29 November 2021

  • Public Equity
  • TMT
  • Global
PREMIUM

Specialist

Former SVP at Intuit Inc

Agenda

  • Intuit's (NASDAQ: INTU) operating environment and the broader small business software category
  • Value-add of the Mailchimp acquisition to QuickBooks offering and cross-sell potential, highlighting addition of AI and machine learning capabilities
  • Product investment, highlighting QuickBooks and Credit Karma, and traction of Intuit’s strategic Big Bets
  • Outlook for 2022 and beyond – longer-term positioning and emerging threats

Questions

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