Intuit vs Klaviyo

Intuit QuickBooks Joins Muse for Small Business

Starting this week, businesses can connect their Intuit QuickBooks account to Muse, from Meta, giving them a new way to manage invoices, get paid, and get insights on their business.

8-K Financial Filing Analysis for Intuit (2026-08-25)

On August 25, 2026, Intuit Inc. filed a Form 8-K announcing its financial results for the fourth quarter and full fiscal year ended July 31, 2026, alongside forward-looking guidance. In addition to the earnings release, Intuit's Board of Directors declared a quarterly cash dividend of $1.38 per share. The dividend is scheduled to be paid on October 16, 2026, to stockholders of record as of October 8, 2026, reflecting the company's ongoing capital return strategy alongside its core financial reporting cycle.

• Intuit announced its fourth-quarter and fiscal year 2026 financial results along with forward guidance on August 25, 2026.
• The Board of Directors approved a cash dividend of $1.38 per share.
• The dividend is payable on October 16, 2026, to shareholders of record as of October 8, 2026.

10-K Financial Filing Analysis for Intuit (2026-09-09)

Intuit Inc. filed its Annual Report on Form 10-K for the fiscal year ended July 31, 2026, outlining its financial performance, platform evolution, and organizational structure across its two primary reporting segments: Global Business Solutions (contributing 60% of total revenue) and Consumer (contributing 40%). The company detailed its ongoing transition toward an AI-driven expert platform, deploying autonomous AI agents and proprietary Generative AI Operating System (GenOS) capabilities across QuickBooks, TurboTax, Credit Karma, Mailchimp, and its enterprise offerings. The filing highlights restructuring initiatives launched in fiscal 2024 and 2026 designed to flatten organizational layers and reallocate capital toward core AI and mid-market expansion priorities.

• Revenue distribution for fiscal 2026 remained consistent, with the Global Business Solutions segment generating 60% and the Consumer segment generating 40% of consolidated net revenue, while international revenue represented approximately 8%.
• As of July 31, 2026, Intuit employed approximately 18,600 regular employees across seven countries, supplemented by an average of 12,300 seasonal employees during the peak tax period from January to April.
• As of January 30, 2026, the aggregate market value of Intuit common stock held by non-affiliates was approximately $135.6 billion (based on a closing price of $498.92), with 267,236 thousand voting common shares outstanding as of August 31, 2026.

10-Q Financial Filing Analysis for Klaviyo (2026-08-05)

Klaviyo, Inc. reported its financial results for the second quarter and six months ended June 30, 2026, demonstrating continued top-line momentum. For Q2 2026, revenue increased 26.4% year-over-year to $370.6 million, while six-month revenue reached $728.6 million (up 27.2% YoY). Growth was driven by new customer additions, international penetration (which contributed 41.8% of quarterly revenue), and cross-selling across SMS and WhatsApp channels. Operating loss for the quarter narrowed significantly to $15.0 million from $31.3 million in Q2 2025, while the net loss decreased to $8.8 million ($0.03 per share) compared to $24.3 million in the prior-year period. On a six-month basis, the company achieved GAAP profitability with net income of $0.19 million.

• Q2 2026 revenue grew 26.4% year-over-year to $370.58 million, and H1 2026 revenue increased 27.2% to $728.58 million.
• Customers generating over $50,000 in ARR grew 36% year-over-year to 4,477 with an overall Dollar-Based Net Revenue Retention (NRR) rate of 109%.
• Under its $500 million share repurchase program authorized in March 2026, the company repurchased 20,479,864 shares of Series A common stock for approximately $340.9 million through June 30, 2026.

Klaviyo Launches First Global Brand Campaign with D'Arcy Carden

Klaviyo, a marketing automation platform, has launched its first global brand campaign titled 'Your Brand's Best Friend,' featuring Emmy-nominated actress D'Arcy Carden. The campaign, created by independent agency Gus and directed by Watts through Stink, showcases Klaviyo's B2C CRM features through humorous office sketches. It premieres across streaming, social, and outdoor channels, with significant US presence during NFL on CBS. This marks Klaviyo's first major brand push since introducing its autonomous B2C CRM platform. The campaign aims to inject humor into B2B advertising, positioning Klaviyo as a devoted work companion for marketers.

• Klaviyo launched its first global brand campaign 'Your Brand's Best Friend'.
• The campaign features actress D'Arcy Carden.
• The campaign was created by independent agency Gus.

70% of Newsletter Subscribers Purchase After Clicking Offer

A new study by Omnicom and United Internet Media reveals that 70% of current or former newsletter subscribers in the DACH region have made a purchase or booking within six months of clicking an offer in a newsletter. The survey, conducted by Bilendi in October and November 2025, included 6,014 internet users aged 18-69 across Germany, Austria, and German-speaking Switzerland. The study also found that 71% of subscribers subscribe to newsletters from online shops, and 55% cite discounts as a reason for subscribing. Additionally, 78% want to control the topics they receive, and 59% are interested in dynamic newsletters. The findings highlight the significant role of email marketing in the purchase journey, though the study does not measure conversion rates.

• 70% of newsletter subscribers in the DACH region purchased or booked within six months after clicking a newsletter offer.
• Study surveyed 6,014 internet users aged 18-69 in Germany, Austria, and Switzerland.
• 71% of subscribers receive newsletters from online shops, 49% from internet services, 40% from events, and 39% from editorial newsletters.