2024 Investor Day FY25

Intuit
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 10
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

134
every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Attention
02
front_matter
Open slide detailBeat · Attention
03
front_matter
Open slide detailBeat · Attention
04
front_matter
Open slide detailBeat · Attention
05
The slide uses a table-like layout to associate strategic initiatives with leadership personnel.other
Open slide detailBeat · Attention
06
front_matter
07
The slide uses a horizontal timeline structure to segment company history into distinct eras, ending with the current AI era.summarize
08
The slide uses a bar chart to compare pre- and post-strategic initiative performance metrics.quantify_impact
09
summarize
10
The slide uses a central column of performance drivers with progress bars indicating the balance between past achievements and future requirements.compare_options
11
frame_problem
Open slide detailBeat · Need
12
The left chart uses a nested box visualization to represent cumulative market segments.size_opportunity
Open slide detailBeat · Need
13
The slide uses a nested box diagram to represent the cumulative TAM segments.size_opportunity
Open slide detailBeat · Need
14
establish_context
Open slide detailBeat · Need
15
The slide uses a pyramid structure to represent organizational alignment.present_framework
16
front_matter
17
summarize
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summarize
19
The slide uses a table-like layout to present KPIs for FY22-FY24.summarize
20
The slide uses a stakeholder-centric framework to define organizational objectives with placeholders for FY24, FY25, and FY27 targets.summarize
21
The diagram uses a central globe image surrounded by concentric rings of customer segments.present_framework
22
prioritize
Open slide detailLoop · Quick Win Big Bet
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The diagram uses a semi-circular layout to represent the platform's scope and value proposition.present_framework
Open slide detailLoop · Quick Win Big Bet
24
The slide uses a circular/arch diagram to map service offerings to customer segments, underpinned by a foundation of Data/AI, Experts, App Ecosystem, and Scale.present_framework
Open slide detailLoop · Quick Win Big Bet
25
The slide uses a circular/hub-and-spoke diagram to illustrate the platform ecosystem.present_framework
Open slide detailLoop · Quick Win Big Bet
26
The slide uses a numbered list for strategy and a grid of arrows for metrics.summarize
Open slide detailBeat · Satisfaction
27
The slide uses a circular process graphic on the left and a grid of upward-pointing arrows with metrics on the right.quantify_impact
Open slide detailBeat · Satisfaction
28
The slide uses a numbered list for strategy and a set of upward-pointing arrows to visualize growth metrics.summarize
Open slide detailBeat · Satisfaction
29
The slide uses a numbered list to highlight strategic focus areas and arrow-shaped metric callouts to show growth.quantify_impact
Open slide detailBeat · Satisfaction
30
The slide highlights five strategic pillars, with the fifth, 'Disrupt the mid-market', being the focus of the accompanying data metrics.summarize
Open slide detailBeat · Satisfaction
31
The diagram uses a hub-and-spoke model to map specific organizational activities to three core pillars of the operating system.present_framework
32
This slide functions as a strategic framework summary, often referred to as a 'strategy on a page'.summarize
33
transition
34
front_matter
35
summarize
36
The slide uses a hub-and-spoke style circular diagram to represent the ecosystem.present_framework
37
The 'City Map' appears to be an internal framework for organizing tech capabilities.summarize
38
The slide uses a hierarchical capability model structure to map business functions to technical and operational capabilities.present_framework
39
The slide uses a layered framework approach to map business functions to technical infrastructure.present_framework
40
The slide uses a layered architecture diagram to show how high-level customer jobs are supported by underlying technical and business capabilities.present_framework
41
The slide uses a layered architecture approach, mapping 'Jobs to Be Done' to 'Domain Capabilities', 'AI Infrastructure', and 'Essential Capabilities'.present_framework
42
The slide uses a 'Jobs to Be Done' framework at the top and a layered capability map below. The 'Embedded Fintech' section is highlighted as a callout.present_framework
43
The slide uses a layered architecture approach to categorize capabilities from customer-facing domains down to essential infrastructure.present_framework
44
The slide uses a layered architecture diagram to map business functions to technical and AI capabilities.present_framework
45
The slide uses a visual metaphor of a mobile interface to represent the AI infrastructure.present_solution
46
transition
47
quantify_impact
48
The slide uses a 'City Map' metaphor for its capabilities list, though it is presented as a simple grid.present_solution
49
The slide uses a visual 'before-after' comparison (handwritten note vs. digital invoice) to illustrate the value proposition of AI automation.illustrate_case
50
Shows two mobile app interfaces (Credit Karma and TurboTax) demonstrating the document capture and review process.present_solution
51
The slide highlights the 'City Map' capabilities and provides a visual of the Intuit Enterprise Suite dashboard.present_solution
52
transition
53
present_solution
54
transition
55
summarize
56
The slide uses a 2x3 grid layout to present quantitative impact metrics.quantify_impact
57
summarize
58
front_matter
59
summarize
60
transition
61
Slide highlights key growth metrics for Intuit's platform strategy.summarize
62
The slide uses an area chart to visualize customer growth and a text-heavy right panel to provide context on growth drivers and strategic focus.summarize
63
The chart is a stacked area chart showing the shift in customer distribution towards higher ARPC tiers.quantify_impact
64
The chart tracks the total customer base (1.2M to 1.0M) and the increasing percentage of Enterprise customers (13% to 23%) from FY19 to FY24.quantify_impact
65
The slide uses a background photo of a person to humanize the financial data.quantify_impact
66
transition
67
establish_context
68
frame_problem
69
frame_problem
Open slide detailLoop · Cost Of Inaction
70
The pyramid structure illustrates market segmentation by size/TAM, while the grid on the right details qualitative complexity dimensions.present_framework
Open slide detailLoop · Cost Of Inaction
71
The slide uses a horizontal segmentation framework to map product offerings to TAM values.size_opportunity
Open slide detailLoop · Cost Of Inaction
72
The slide uses a top-down structure showing business functions feeding into a unified platform benefit layer.present_solution
Open slide detailLoop · Cost Of Inaction
73
The slide uses a collage of diverse business owners as a background to humanize the vision statement.summarize
74
The slide uses a persona (Ben, Landscaping Business Owner) to contextualize the platform's value proposition.summarize
75
The slide uses a grid-based layout to map product offerings against business needs (Get Customers, Pay & Get Paid, etc.).present_solution
76
The slide uses a customer journey/ecosystem map to show how different product modules (Invoicing, Banking, Payroll, etc.) are connected to solve specific businepresent_solution
77
The slide uses a persona (Mary, Construction Firm CFO) to anchor the value proposition of the Intuit Enterprise Suite.illustrate_case
78
The slide uses a customer journey/functional map to highlight specific Intuit product modules that address a 10% profitability shortfall.diagnose
79
The slide uses screenshots of the product interface to illustrate the 'Assisted' experience.present_solution
80
size_opportunity
81
The slide highlights 'Big Bet 4' as a strategic initiative.size_opportunity
82
Includes a visual demonstration of AI-generated email campaign content.present_solution
83
The slide uses a 'Big Bet' framework to categorize the strategic initiative.size_opportunity
84
Includes a screenshot of the Intuit Enterprise Suite dashboard.size_opportunity
85
The slide uses a blue sidebar for branding and a grid of metrics to quantify the value proposition of AI features.quantify_impact
86
quantify_impact
87
summarize
88
front_matter
89
summarize
90
transition
91
summarize
92
quantify_impact
93
Includes a data table row for TurboTax returns at the bottom of the first chart.summarize
94
Includes a quarterly breakdown of revenue for FY24 in a callout box.summarize
95
transition
96
front_matter
97
frame_problem
98
The slide uses a hub-and-spoke style diagram to show how TurboTax and Credit Karma feed into a unified consumer platform.present_solution
99
The chart shows TAM vs Intuit revenue for three segments. Data points include market sizes, return counts, and share percentages.size_opportunity
100
The slide uses a column-based layout to segment the TAM, with a footer summarizing the core value proposition.size_opportunity
101
The slide uses a Venn-like visual structure to group three pillars, with a horizontal bar at the bottom representing the foundational platform.summarize
Open slide detailBeat · Action
102
Includes simulated mobile UI screenshots for 'Simple Filers' and 'Complex Filers' to illustrate personalization.summarize
Open slide detailBeat · Action
103
Includes simulated mobile UI screenshots showing local expert search and video consultation.present_solution
Open slide detailBeat · Action
104
The slide highlights the transition from a tax-focused tool to a comprehensive financial platform using Intuit Assist.present_solution
Open slide detailBeat · Action
105
The slide uses a split layout with a blue sidebar for context and a white main area for metrics.quantify_impact
Open slide detailBeat · Action
106
summarize
107
summarize
108
front_matter
109
summarize
110
summarize
111
The slide uses a grouped bar chart format to show TAM vs Revenue for specific product categories.size_opportunity
112
The slide uses a circular platform architecture diagram to illustrate the integration of consumers, small businesses, and mid-market segments around a core of Dsummarize
113
The chart illustrates the shift toward platform-based revenue, with platform revenue growing to 77% of total revenue by FY24.quantify_impact
114
The slide uses a split-layout to contrast objectives with outcomes.summarize
115
The slide uses a chevron-based layout to group KPIs by business unit.summarize
116
ARPC is in constant currency. Footnotes define the calculation methodology for each segment.quantify_impact
117
The slide uses a split-layout with a blue sidebar for strategic pillars and a right-hand side for quantitative impact metrics.quantify_impact
118
The slide provides a forward-looking view of financial margins and expense trends.summarize
119
prioritize
120
The slide uses a three-column structure to categorize strategic pillars and their associated proof points.quantify_impact
121
The slide includes a footnote regarding a tax payment shift affecting free cash flow figures.quantify_impact
122
present_solution
123
summarize
124
summarize
125
The slide breaks down growth expectations by business unit with supporting drivers.summarize
126
summarize
127
summarize
128
appendix
130
This is a standard financial disclosure slide often found in investor relations decks.summarize
131
Includes specific footnotes [A] and [B] regarding restructuring charges and tax adjustments.summarize
132
Includes footnotes [A] and [B] explaining the nature of the adjustments.appendix
133
Includes a disclaimer regarding the use of non-GAAP financial measures.analyze_data