Subtext

Intuit Inc. INTU

SectorInformation Technology
Transcripts76
Date range2006-02-20 – 2025-02-25
Calls charted76

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-20-10+0+10+202006 Q22008 Q42011 Q32014 Q12016 Q32019 Q12021 Q32024 Q12006 Q2 · Overall: +9.32006 Q3 · Overall: +14.32006 Q4 · Overall: +10.32007 Q1 · Overall: +5.42007 Q2 · Overall: +5.12007 Q3 · Overall: +11.22007 Q4 · Overall: +13.32008 Q1 · Overall: +8.12008 Q2 · Overall: +5.62008 Q3 · Overall: +13.82008 Q4 · Overall: +9.22009 Q1 · Overall: +3.82009 Q2 · Overall: +7.02009 Q3 · Overall: +10.42009 Q4 · Overall: +9.22010 Q1 · Overall: +11.42010 Q2 · Overall: +11.82010 Q3 · Overall: +15.82010 Q4 · Overall: +6.92011 Q2 · Overall: +6.42011 Q3 · Overall: +9.62011 Q4 · Overall: +8.02012 Q1 · Overall: +5.82012 Q2 · Overall: +10.52012 Q3 · Overall: +5.02012 Q4 · Overall: +4.62013 Q1 · Overall: +5.22013 Q2 · Overall: +2.62013 Q3 · Overall: +6.22013 Q4 · Overall: +5.42014 Q1 · Overall: +5.82014 Q2 · Overall: +5.32014 Q3 · Overall: +6.52014 Q4 · Overall: +8.22015 Q1 · Overall: +6.42015 Q2 · Overall: +1.72015 Q3 · Overall: +8.12015 Q4 · Overall: +6.72016 Q1 · Overall: +6.62016 Q2 · Overall: +13.12016 Q3 · Overall: +10.42016 Q4 · Overall: +11.32017 Q1 · Overall: +8.22017 Q2 · Overall: +9.62017 Q3 · Overall: +6.12017 Q4 · Overall: +8.42018 Q1 · Overall: +8.12018 Q2 · Overall: +8.02018 Q3 · Overall: +9.22018 Q4 · Overall: +7.82019 Q1 · Overall: +10.12019 Q2 · Overall: +7.82019 Q3 · Overall: +10.72019 Q4 · Overall: +10.12020 Q1 · Overall: +7.42020 Q2 · Overall: +12.52020 Q3 · Overall: +5.82020 Q4 · Overall: +6.72021 Q1 · Overall: +4.62021 Q2 · Overall: +10.82021 Q3 · Overall: +11.92021 Q4 · Overall: +14.82022 Q1 · Overall: +12.02022 Q2 · Overall: +10.32022 Q3 · Overall: +5.32022 Q4 · Overall: +7.82023 Q1 · Overall: +7.32023 Q2 · Overall: +12.92023 Q3 · Overall: +4.82023 Q4 · Overall: +12.52024 Q1 · Overall: +9.62024 Q2 · Overall: +12.62024 Q3 · Overall: +11.52024 Q4 · Overall: +10.42025 Q1 · Overall: +14.02025 Q2 · Overall: +17.6
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-29-15+0+15+292006 Q22008 Q42011 Q32014 Q12016 Q32019 Q12021 Q32024 Q12006 Q2 · CEO: +15.02006 Q3 · CEO: +24.72006 Q4 · CEO: +16.62007 Q2 · CEO: +13.02007 Q3 · CEO: +16.42007 Q4 · CEO: +24.32008 Q1 · CEO: +13.12008 Q2 · CEO: +13.52008 Q3 · CEO: +19.52008 Q4 · CEO: +15.72009 Q1 · CEO: +8.12009 Q2 · CEO: +12.52009 Q3 · CEO: +13.72009 Q4 · CEO: +19.12010 Q1 · CEO: +17.22010 Q2 · CEO: +14.22010 Q3 · CEO: +22.82010 Q4 · CEO: +10.52011 Q2 · CEO: +9.52011 Q3 · CEO: +15.72011 Q4 · CEO: +11.82012 Q1 · CEO: +11.42012 Q2 · CEO: +15.52012 Q3 · CEO: +9.32012 Q4 · CEO: +13.82013 Q1 · CEO: +12.82013 Q2 · CEO: +5.22013 Q3 · CEO: +8.82013 Q4 · CEO: +7.52014 Q1 · CEO: +8.72014 Q2 · CEO: +9.12014 Q3 · CEO: +10.62014 Q4 · CEO: +13.82015 Q1 · CEO: +9.72015 Q2 · CEO: +3.92015 Q4 · CEO: +13.22016 Q1 · CEO: +10.62016 Q2 · CEO: +20.32016 Q3 · CEO: +14.52016 Q4 · CEO: +14.62017 Q1 · CEO: +15.72017 Q2 · CEO: +14.22017 Q3 · CEO: +12.32017 Q4 · CEO: +14.12018 Q1 · CEO: +12.22018 Q2 · CEO: +12.52018 Q3 · CEO: +12.02018 Q4 · CEO: +11.82019 Q1 · CEO: +16.82019 Q2 · CEO: +8.42019 Q3 · CEO: +14.02019 Q4 · CEO: +13.12020 Q1 · CEO: +12.02020 Q2 · CEO: +12.72020 Q3 · CEO: +11.82020 Q4 · CEO: +9.62021 Q1 · CEO: +7.92021 Q3 · CEO: +17.12022 Q2 · CEO: +13.82022 Q3 · CEO: +7.72023 Q1 · CEO: +10.22023 Q2 · CEO: +17.12023 Q3 · CEO: +10.32023 Q4 · CEO: +17.22024 Q1 · CEO: +10.22024 Q2 · CEO: +16.52024 Q3 · CEO: +11.02024 Q4 · CEO: +13.92025 Q1 · CEO: +18.12025 Q2 · CEO: +18.82006 Q2 · CFO: +14.62006 Q3 · CFO: +1.52006 Q4 · CFO: +11.22007 Q2 · CFO: -6.72007 Q3 · CFO: +4.12007 Q4 · CFO: +4.22008 Q1 · CFO: +24.92008 Q2 · CFO: +1.82008 Q3 · CFO: +12.02008 Q4 · CFO: +3.22009 Q1 · CFO: +3.82009 Q2 · CFO: +7.02009 Q3 · CFO: +12.82009 Q4 · CFO: +8.32010 Q1 · CFO: +13.72010 Q2 · CFO: +21.52010 Q3 · CFO: +12.42010 Q4 · CFO: +10.62011 Q2 · CFO: +14.02011 Q3 · CFO: +11.82011 Q4 · CFO: +10.92012 Q1 · CFO: +4.42012 Q2 · CFO: +12.82012 Q3 · CFO: +3.82012 Q4 · CFO: -0.42013 Q1 · CFO: +2.62013 Q2 · CFO: +3.12013 Q3 · CFO: +5.42013 Q4 · CFO: +23.22014 Q1 · CFO: +9.32014 Q2 · CFO: +3.72014 Q3 · CFO: +6.62014 Q4 · CFO: +5.42015 Q1 · CFO: +7.72015 Q2 · CFO: +5.02015 Q4 · CFO: +3.42016 Q1 · CFO: +9.52016 Q3 · CFO: +14.82016 Q4 · CFO: +14.32017 Q1 · CFO: +4.72017 Q2 · CFO: +9.42017 Q3 · CFO: +0.02017 Q4 · CFO: +12.42018 Q1 · CFO: +9.12018 Q2 · CFO: +5.42018 Q3 · CFO: +12.32018 Q4 · CFO: +11.42019 Q1 · CFO: +5.32019 Q2 · CFO: +13.62019 Q3 · CFO: +18.32019 Q4 · CFO: +12.92020 Q1 · CFO: +13.92020 Q2 · CFO: +17.72020 Q3 · CFO: -1.92020 Q4 · CFO: -0.62021 Q1 · CFO: +2.82021 Q2 · CFO: +13.92021 Q3 · CFO: +8.02021 Q4 · CFO: +18.82022 Q1 · CFO: +13.92022 Q3 · CFO: +7.92022 Q4 · CFO: +10.92023 Q1 · CFO: +4.92023 Q2 · CFO: +10.02023 Q3 · CFO: -1.82023 Q4 · CFO: +13.02024 Q1 · CFO: +13.72024 Q2 · CFO: +12.22024 Q3 · CFO: +17.02024 Q4 · CFO: +7.52025 Q1 · CFO: +17.72025 Q2 · CFO: +25.3
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-29-15+0+15+292006 Q22008 Q42011 Q32014 Q12016 Q32019 Q12021 Q32024 Q12006 Q2 · Prepared remarks: +22.52006 Q3 · Prepared remarks: +19.02006 Q4 · Prepared remarks: +20.22007 Q1 · Prepared remarks: +8.82007 Q2 · Prepared remarks: +10.22007 Q3 · Prepared remarks: +14.02007 Q4 · Prepared remarks: +21.72008 Q1 · Prepared remarks: +25.42008 Q2 · Prepared remarks: +12.22008 Q3 · Prepared remarks: +24.92008 Q4 · Prepared remarks: +13.82009 Q1 · Prepared remarks: +9.62009 Q2 · Prepared remarks: +13.72009 Q3 · Prepared remarks: +20.42009 Q4 · Prepared remarks: +13.82010 Q1 · Prepared remarks: +20.72010 Q2 · Prepared remarks: +17.92010 Q3 · Prepared remarks: +19.12010 Q4 · Prepared remarks: +12.52011 Q2 · Prepared remarks: +12.12011 Q3 · Prepared remarks: +20.02011 Q4 · Prepared remarks: +13.02012 Q1 · Prepared remarks: +14.02012 Q2 · Prepared remarks: +15.82012 Q3 · Prepared remarks: +9.72012 Q4 · Prepared remarks: +9.42013 Q1 · Prepared remarks: +9.02013 Q2 · Prepared remarks: +0.82013 Q3 · Prepared remarks: +13.72013 Q4 · Prepared remarks: +10.82014 Q1 · Prepared remarks: +10.22014 Q2 · Prepared remarks: +11.62014 Q3 · Prepared remarks: +20.42014 Q4 · Prepared remarks: +13.32015 Q1 · Prepared remarks: +12.52015 Q2 · Prepared remarks: +5.82015 Q3 · Prepared remarks: +14.12015 Q4 · Prepared remarks: +10.72016 Q1 · Prepared remarks: +2.72016 Q2 · Prepared remarks: +19.02016 Q3 · Prepared remarks: +19.92016 Q4 · Prepared remarks: +11.62017 Q1 · Prepared remarks: +24.12017 Q2 · Prepared remarks: +14.82017 Q3 · Prepared remarks: +12.12017 Q4 · Prepared remarks: +18.02018 Q1 · Prepared remarks: +16.42018 Q2 · Prepared remarks: +17.42018 Q3 · Prepared remarks: +20.22018 Q4 · Prepared remarks: +17.42019 Q1 · Prepared remarks: +17.52019 Q2 · Prepared remarks: +12.12019 Q3 · Prepared remarks: +16.72019 Q4 · Prepared remarks: +17.62020 Q1 · Prepared remarks: +16.92020 Q2 · Prepared remarks: +20.12020 Q3 · Prepared remarks: +9.32020 Q4 · Prepared remarks: +6.12021 Q1 · Prepared remarks: +7.32021 Q2 · Prepared remarks: +25.12021 Q3 · Prepared remarks: +19.52021 Q4 · Prepared remarks: +22.92022 Q1 · Prepared remarks: +22.02022 Q2 · Prepared remarks: +18.12022 Q3 · Prepared remarks: +13.92022 Q4 · Prepared remarks: +9.02023 Q1 · Prepared remarks: +15.12023 Q2 · Prepared remarks: +24.62023 Q3 · Prepared remarks: +10.92023 Q4 · Prepared remarks: +24.52024 Q1 · Prepared remarks: +22.02024 Q2 · Prepared remarks: +23.92024 Q3 · Prepared remarks: +19.82024 Q4 · Prepared remarks: +10.72025 Q1 · Prepared remarks: +24.22025 Q2 · Prepared remarks: +20.02006 Q2 · Q&A responses: +8.02006 Q3 · Q&A responses: +17.12006 Q4 · Q&A responses: +13.22007 Q1 · Q&A responses: +8.22007 Q2 · Q&A responses: +8.42007 Q3 · Q&A responses: +13.32007 Q4 · Q&A responses: +18.92008 Q1 · Q&A responses: +9.92008 Q2 · Q&A responses: +6.12008 Q3 · Q&A responses: +13.62008 Q4 · Q&A responses: +10.32009 Q1 · Q&A responses: +3.42009 Q2 · Q&A responses: +9.32009 Q3 · Q&A responses: +9.92009 Q4 · Q&A responses: +14.82010 Q1 · Q&A responses: +13.82010 Q2 · Q&A responses: +14.72010 Q3 · Q&A responses: +19.42010 Q4 · Q&A responses: +9.32011 Q2 · Q&A responses: +8.82011 Q3 · Q&A responses: +8.92011 Q4 · Q&A responses: +8.92012 Q1 · Q&A responses: +4.32012 Q2 · Q&A responses: +13.52012 Q3 · Q&A responses: +7.42012 Q4 · Q&A responses: +6.72013 Q1 · Q&A responses: +7.92013 Q2 · Q&A responses: +5.62013 Q3 · Q&A responses: +6.22013 Q4 · Q&A responses: +8.42014 Q1 · Q&A responses: +7.52014 Q2 · Q&A responses: +5.92014 Q3 · Q&A responses: +9.62014 Q4 · Q&A responses: +9.32015 Q1 · Q&A responses: +7.42015 Q2 · Q&A responses: +3.02015 Q3 · Q&A responses: +9.52015 Q4 · Q&A responses: +9.82016 Q1 · Q&A responses: +12.42016 Q2 · Q&A responses: +15.52016 Q3 · Q&A responses: +11.62016 Q4 · Q&A responses: +15.22017 Q1 · Q&A responses: +9.92017 Q2 · Q&A responses: +11.52017 Q3 · Q&A responses: +8.82017 Q4 · Q&A responses: +12.22018 Q1 · Q&A responses: +10.32018 Q2 · Q&A responses: +8.82018 Q3 · Q&A responses: +9.02018 Q4 · Q&A responses: +9.22019 Q1 · Q&A responses: +13.62019 Q2 · Q&A responses: +7.92019 Q3 · Q&A responses: +13.32019 Q4 · Q&A responses: +10.62020 Q1 · Q&A responses: +9.32020 Q2 · Q&A responses: +13.72020 Q3 · Q&A responses: +8.12020 Q4 · Q&A responses: +8.72021 Q1 · Q&A responses: +5.92021 Q2 · Q&A responses: +8.12021 Q3 · Q&A responses: +13.82021 Q4 · Q&A responses: +16.72022 Q1 · Q&A responses: +9.52022 Q2 · Q&A responses: +9.02022 Q3 · Q&A responses: +3.72022 Q4 · Q&A responses: +11.62023 Q1 · Q&A responses: +6.02023 Q2 · Q&A responses: +10.32023 Q3 · Q&A responses: +4.82023 Q4 · Q&A responses: +11.12024 Q1 · Q&A responses: +4.12024 Q2 · Q&A responses: +10.62024 Q3 · Q&A responses: +8.12025 Q1 · Q&A responses: +14.02025 Q2 · Q&A responses: -5.5
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$1.26$11.58$21.902006 Q22008 Q42011 Q32014 Q12016 Q32019 Q12021 Q32024 Q12014 Q1: $3.862014 Q2: $3.942014 Q3: $2.682014 Q4: $3.002015 Q1: $3.322015 Q2: $3.692015 Q3: $3.622015 Q4: $3.842016 Q1: $4.052016 Q2: $4.292016 Q3: $4.452016 Q4: $4.602017 Q1: $4.752017 Q2: $4.992017 Q3: $5.052017 Q4: $5.232018 Q1: $6.002018 Q2: $6.432018 Q3: $6.622018 Q4: $6.852019 Q1: $7.102019 Q2: $7.482019 Q3: $7.732019 Q4: $7.972020 Q1: $8.202020 Q2: $8.062020 Q3: $8.642020 Q4: $8.962021 Q1: $9.312021 Q2: $10.672021 Q3: $11.512021 Q4: $12.512022 Q1: $13.112022 Q2: $13.692022 Q3: $14.162022 Q4: $14.512023 Q1: $14.952023 Q2: $15.702023 Q3: $16.752023 Q4: $17.382024 Q1: $18.052024 Q2: $18.942024 Q3: $19.822024 Q4: $20.47

Forward P/E

17.6235.9554.282006 Q22008 Q42011 Q32014 Q12016 Q32019 Q12021 Q32024 Q12014 Q1: 20.802014 Q2: 20.152014 Q3: 31.462014 Q4: 30.952015 Q1: 30.132015 Q2: 28.112015 Q3: 24.722015 Q4: 25.812016 Q1: 24.782016 Q2: 24.752016 Q3: 24.292016 Q4: 25.562017 Q1: 26.252017 Q2: 28.122017 Q3: 28.112017 Q4: 29.942018 Q1: 29.552018 Q2: 32.322018 Q3: 33.382018 Q4: 28.552019 Q1: 35.712019 Q2: 35.122019 Q3: 34.712019 Q4: 33.012020 Q1: 27.452020 Q2: 35.542020 Q3: 36.282020 Q4: 41.202021 Q1: 42.082021 Q2: 43.992021 Q3: 49.702021 Q4: 51.752022 Q1: 34.922022 Q2: 27.642022 Q3: 30.862022 Q4: 28.882023 Q1: 27.172023 Q2: 28.432023 Q3: 32.362023 Q4: 35.112024 Q1: 36.292024 Q2: 32.192024 Q3: 31.942024 Q4: 31.74

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2015 Q2 tone ↓ -4.7 fwd EPS ↑ +0.38 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q3 tone ↑ +6.4 fwd EPS ↓ -0.07 Tone rose while the forward EPS estimate was cut.
  • 2016 Q3 tone ↓ -2.6 fwd EPS ↑ +0.16 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q1 tone ↓ -3.1 fwd EPS ↑ +0.15 Tone cooled even as the forward EPS estimate rose.
  • 2017 Q3 tone ↓ -3.5 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q2 tone ↓ -2.4 fwd EPS ↑ +0.38 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q1 tone ↓ -2.7 fwd EPS ↑ +0.23 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +5.1 fwd EPS ↓ -0.14 Tone rose while the forward EPS estimate was cut.
  • 2020 Q3 tone ↓ -6.7 fwd EPS ↑ +0.58 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q1 tone ↓ -2.1 fwd EPS ↑ +0.35 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q1 tone ↓ -2.8 fwd EPS ↑ +0.60 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q3 tone ↓ -5.1 fwd EPS ↑ +0.46 Tone cooled even as the forward EPS estimate rose.
  • 2023 Q3 tone ↓ -8.1 fwd EPS ↑ +1.05 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -2.9 fwd EPS ↑ +0.67 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q22025-02-25+17.6——View →
2025 Q12024-11-21+14.0——View →
2024 Q42024-08-22+10.4$20.4731.7View →
2024 Q32024-05-23+11.5$19.8231.9View →
2024 Q22024-02-22+12.6$18.9432.2View →
2024 Q12023-11-28+9.6$18.0536.3View →
2023 Q42023-08-24+12.5$17.3835.1View →
2023 Q32023-05-23+4.8$16.7532.4View →