Early Access

10-KPeriod: FY2009

INTUIT INC. Annual Report, Year Ended Jul 31, 2009

Filed September 15, 2009For Securities:INTU

Summary

Intuit Inc.'s 2009 10-K filing reflects a company navigating the fiscal year ending July 30, 2009, a period marked by challenging economic conditions. The report details the company's core businesses in financial management software for consumers and small businesses, emphasizing its strong market position and brand recognition in areas like tax preparation (TurboTax) and accounting (QuickBooks). Despite economic headwinds, Intuit focused on innovation and customer retention, suggesting resilience in its product offerings and business model. Investors should note the company's efforts to manage expenses and maintain profitability through strategic initiatives and ongoing product development. The filing also addresses the inherent risks associated with the software industry, including technological obsolescence, competition, and the evolving regulatory landscape, particularly concerning tax laws. Intuit's management discussed its financial condition and results of operations, providing insights into revenue streams, cost management, and cash flow. The company's ability to adapt to changing market dynamics and maintain its competitive edge through its integrated platform and customer loyalty are key factors for investors to consider when evaluating Intuit's long-term prospects.

Financial Statements
Beta
Revenue$3.11B
Cost of Revenue$156.00M
Gross Profit$2.95B
R&D Expenses$556.00M
Operating Expenses$2.43B
Operating Income$683.00M
Interest Expense$51.00M
Net Income$447.00M
EPS (Basic)$1.39
EPS (Diluted)$1.35
Shares Outstanding (Basic)322.00M
Shares Outstanding (Diluted)330.00M

Key Highlights

  • 1Intuit operates in two primary segments: Consumer and Small Business/Self-Employed, with key products including TurboTax, QuickBooks, and Quicken.
  • 2The company emphasizes its strong brand equity and customer loyalty as significant competitive advantages.
  • 3Fiscal year 2009 performance was influenced by the broader economic downturn, impacting consumer and small business spending.
  • 4Intuit continued to invest in product development and innovation to maintain its market leadership and address evolving customer needs.
  • 5The report highlights the importance of the recurring revenue model, particularly through subscriptions and services, for financial stability.
  • 6Risk factors discussed include intense competition, technological changes, cybersecurity threats, and changes in tax laws and regulations.
  • 7The company's financial position appears solid, with a focus on managing operating expenses and generating free cash flow.

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