AI IntegrationLeveraging GenAI is expected to drive better customer outcomes, improve monetization, and enhance operational leverage, which could lead to further growth opportunities.
Market StrategyIntuit's growth profile is shifting from a low-ARPC / high-volume business model to higher-value / higher ARPC product offerings that are increasingly positioned up-market, thereby opening up larger TAMs and creating a longer runway for growth.
Product InnovationThe recently announced Intuit Enterprise System builds further on QBO Advanced with new functionality and greater integration of services and MailChimp to drive the vision of being a broader operating platform for customers.