Alicia breaks down Intuit's fiscal Q2 2026 earnings report, covering strong performance from QuickBooks Online, TurboTax, and Credit Karma alongside a notable drag from MailChimp. She also unpacks Intuit's growing push into the mid-market through Intuit Enterprise Suite, its expanding AI strategy — including a new integration with Claude Cowork — and what looming price increases could mean for small businesses and their bookkeepers.

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(00:00) - Q2 2026 Report Overview

(00:52) - QuickBooks Growth Drivers

(01:16) - Intuit Enterprise Suite Surge

(02:11) - Claude AI Inside IES

(03:07) - QBO Services and SMB Trends

(04:19) - TurboTax and Credit Karma Wins

(04:53) - Assisted Tax Push

(06:40) - MailChimp Slows Down

(07:50) - Guidance and HI Focus

(08:58) - AI Monetization and Pricing

(10:39) - Competitive Moat and Data

(11:49) - Wrap Up and Key Takeaways

(12:30) - Alicia Updates and Classes

LINKS

Intuit’s FQ2 January 2026 earnings report: https://investors.intuit.com/news-events/press-releases/detail/1307/intuit-reports-strong-second-quarter-results-and-reiterates-full-year-guidance

Alicia’s upcoming classes:

eCommerce in QBO: http://royl.ws/e-commerce?affiliate=5393907
Baby’s Got Backups: http://royl.ws/QBO-Backups?affiliate=5393907
3rd Party Apps: http://royl.ws/3rdparty?affiliate=5393907

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