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  "documentTitle": "Intuit Inc. (INTU)",
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      "kind": "callout",
      "text": "Not disclosed in detail AND estimated? From Intuit 10-K: \"In instances where we do not have reporting from our partners, we estimate revenue based on information available to us at the time.\"",
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      "text": "In instances where we do not have reporting from our partners, we estimate revenue based on information available to us at the time.",
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      "text": "Only half of SBSE revenue comes from QuickBooks \"software\" revenue, and 30% of that is from the legacy desktop product. Thus, only about one-third of the SBSE segment represents the core online subscription software revenue.",
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      "text": "QuickBooks isn't \"just\" QuickBooks anymore. However, Intuit provides investors strikingly little business and financial information to understand segment trends and drivers.",
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      "text": "In instances where we do not have reporting from our partners, we estimate revenue based on information available to us at the time. — Intuit 10-K",
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      "text": "Source: Intuit SEC filings, Spruce Point Research",
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      "text": "We Believe Intuit's Disclosures For The Small Business & Self-Employed Segment Are Deficient",
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