Observed Signal · Sep 9, 2026 · earnings · Source: SEC API · Impact: 4.5/5
10-K Financial Filing Analysis for QuickBooks (2026-09-09)
In its Form 10-K for the fiscal year ended July 31, 2026, Intuit Inc. (operating the QuickBooks, TurboTax, Credit Karma, and Mailchimp platforms) reported consolidated net revenue of $21.45 billion, representing a 14% year-over-year increase compared to fiscal 2025. Operating income expanded 20% to $5.88 billion, and net income increased 18% to $4.57 billion, yielding diluted earnings per share of $16.46. Performance was anchored by the Global Business Solutions segment, where revenue climbed 16% to $12.86 billion, fueled by a 19% expansion in the Online Ecosystem across QuickBooks Online Accounting, payments, and payroll. The Consumer segment contributed $8.58 billion, up 11% year-over-year, driven by Credit Karma and assisted tax offerings. The company generated $8.84 billion in operating cash flow and deployed $5.41 billion toward common stock repurchases alongside $1.35 billion in cash dividends.
This annual filing details Intuit's durable growth within its SMB cloud accounting and financial tech ecosystem, demonstrating sustained 19% expansion in QuickBooks Online Ecosystem while navigating workforce reorganizations and accelerating capital returns.
Track QuickBooks Signals & Market Shifts in Real-Time
Polaris7 autonomous intelligence agents track regulatory filings, primary sources, executive changes, and deal flow 24/7. Create your Polaris7 workspace to monitor these entities.
Key Takeaways & Evidence Grounding
- Total net revenue reached $21,448,000,000 in FY2026, up 14% YoY, with Global Business Solutions generating $12,864,000,000 and Consumer generating $8,584,000,000.
- Operating income increased 20% to $5,884,000,000, while net income grew 18% to $4,566,000,000 ($16.46 diluted EPS), despite incurring $293,000,000 in restructuring expenses under the 2026 reorganization plan.
- Operating cash flow surged 42% to $8,838,000,000, supporting $5,412,000,000 in share repurchases and $1,341,000,000 in declared common dividends.
Connected Companies & Entities
1 Entity mappedRelated Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
10-Q Financial Filing Analysis for Intapp (2026-10-27)
Intapp, Inc. reported its financial results for the first fiscal quarter ended September 30, 2026, delivering total revenue of $161.26 million, an increase of 16.0% year-over-year. The expansion was propelled by subscription revenue growth of 28.7% to $125.49 million, reflecting ongoing client migrations to cloud-based solutions and strong adoption of vertical AI workflows across legal, accounting, and private capital markets. Operating loss narrowed significantly from $(14.46) million to $(1.06) million, while net loss improved to $(1.31) million from $(14.35) million in the prior-year period. Operating cash flow expanded to $28.42 million compared to $13.80 million a year earlier. During the quarter, Intapp executed $25.0 million in share repurchases and established a new five-year, $150.0 million revolving credit facility with UBS AG to enhance financial flexibility.
10-Q Financial Filing Analysis for Instacart (2026-08-07)
Maplebear Inc. (dba Instacart) reported solid financial performance for the second quarter and six months ended June 30, 2026. For Q2 2026, total revenue reached $1,043 million, representing a 14% year-over-year increase from $914 million in Q2 2025. This growth was driven by a 13% expansion in transaction revenue to $746 million—fueled by a 14% increase in Gross Transaction Value (GTV) to $10.35 billion and a 9% rise in orders to 90.3 million—and a 16% growth in advertising and other revenue to $297 million. Despite higher cost of revenue and increased stock-based compensation, operating income grew 15% to $143 million for the quarter, while net income stood at $111 million (and $256 million for the first half of 2026). Instacart demonstrated strong cash generation, delivering $762 million in operating cash flow and $733 million in free cash flow for the first half of 2026. Capital allocation remained heavily focused on shareholder returns via share repurchases, retiring $728 million of common stock during H1 2026 under its expanded $3.5 billion buyback authorization. Operationally, the company expanded liquidity with a new $500 million unsecured revolving credit facility maturing in 2031 and completed the settlement of an FTC consent order involving a $60 million payment.
10-Q Financial Filing Analysis for Alphabet (2026-10-29)
Alphabet Inc. reported consolidated revenue of $127.58 billion for Q3 2026, representing a 25% year-over-year increase, driven primarily by hyper-growth in Google Cloud (+103% to $30.71 billion) and resilient Google Services revenue (+11% to $96.30 billion). Operating income reached $40.58 billion with an operating margin of 32%, supported by robust operational leverage. However, net income available to common stockholders contracted 25% year-over-year to $26.17 billion ($2.12 diluted EPS), impacted by $8.22 billion in net other expenses, largely comprising mark-to-market unrealized losses on marketable equity holdings (notably SpaceX). Operational and capital commitments surged, with capital expenditures reaching $51.4 billion for the quarter and $131.95 billion for the first nine months of 2026, primarily scaling technical AI infrastructure and data center capacity.
Receive all future signals for QuickBooks & competitors in your briefing
Never miss material M&A deals, leadership changes, account wins, or product rollouts. Polaris7 monitors 20,000+ primary sources 24/7, delivering verified telemetry directly into your executive briefing.