Good morning. Intuit’s momentum is being driven by a robust strategy, deep investments in AI, and now a new partnership with OpenAI.
Take TurboTax, for example. Through the new integration, customers can ask ChatGPT tax-related questions, such as how to access their refund early to cover a major expense. They’ll receive responses tailored to their financial situation. “With the depth of our data, we can connect users to the right solutions, whether it’s filing early or accessing customized loan options via Credit Karma,” Aujla explained.
This deeply personalized approach is not only about serving existing customers but also about attracting new ones to Intuit’s platform. “We have 100 million customers on our platform; OpenAI has about 800 million weekly active users,” Aujla said. “Our teams are working together, thinking about what these experiences could look like.”
In a very tangible way, it’s also about powering prosperity for people, Aujla said. “We can give them authentic, tangible advice based on their unique situation.”
Data privacy and trust remain core pillars of the strategy, he emphasized. “It’s the customer’s data, and it remains on our platform,” he added. “Our standards for stewardship haven’t changed one bit.”
When it comes to measuring the success of the OpenAI partnership, Intuit’s approach is consistent: engagement, deeper relationships, and new customer growth remain key metrics. “This is simply a new door into the Intuit platform,” Aujla said.
Aujla cites “early green shoots” in Mailchimp’s mid-market expansion, driven by new product launches, a scaled-up salesforce, and a renewed marketing push. The company is targeting double-digit growth by year-end, with optimism heading into spring, he said.
Reflecting on how Intuit has navigated a year of economic uncertainty, Aujla credits the company’s “culture of focusing on what matters most” and a strategy that’s both rigorous and forward-looking. The company’s operating system pushes leadership to debate what drives customer prosperity—not just over the next three years, but over the next decade, he said.
“We declared AI as the key to our strategy back in 2018—way before other people started talking about AI and it became fashionable,” Aujla said. This long-term vision helps Intuit remain indispensable, regardless of the external climate, he said. “We’re not a nice-to-have. We’re a must-have for both businesses and consumers,” Aujla said.
Looking toward 2026, Aujla’s top priority is helping 100 million customers “make the best financial decisions based on their unique positions.” Despite mixed narratives across the broader economy, Intuit’s data suggests stability—and the company remains laser-focused on delivering value and setting up customers for the best possible year ahead, he said.
