Intuit Inc. (NASDAQ:INTU) UBS Global Technology and AI Conference Call December 3, 2024 12:55 PM ET
Company Participants
Sandeep Aujla – Chief Financial Officer
Conference Call Participants
Taylor McGinnis – UBS
Taylor McGinnis
Hello, everyone, and welcome to UBS’ Tech and AI Conference. My name is Taylor McGinnis and I head up the SMID cap application and SaaS coverage here at UBS. And with me, I have the CFO of Intuit, Sandeep. So, Sandeep, thanks so much for coming to our conference.
Sandeep Aujla
Well, Taylor, thank you for the invite. Pleasure to be here.
Taylor McGinnis
Awesome. Perfect. And before I start, I just want to let everyone know if you have a question, there is a QR code right in front of you that will give you access to send the question to me, and if there is time at the end, I’ll make sure to get some of those addressed.
So, with that, let’s dive right in.
Sandeep Aujla
Let’s do it.
Question-and-Answer Session
Q – Taylor McGinnis
Perfect. So, I think a good place to start would be just in terms of what you guys are seeing in the demand environment, right? So, across some of the SMB-exposed software names, I think there was some signs of green shoots or maybe things getting a little bit better. Maybe outside of your Mailchimp business, pretty much across the board, growth was solid. So, could you comment on what you guys are seeing in the environment? How much of the outperformance was really driven by your own execution, right, versus maybe some unlocking? And then, also too, not to throw too many questions to you, but when you think about the sensitivity of your business to a recovery, what should be things that we should be looking out for?
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