INTUIT INC. — fact timeline

INTUIT INC. reported the third quarter of fiscal 2026, which ended April 30 results: revenue $8.6 billion, net income $4.0 billion, EPS $11.09. Guidance raised.

“an organization that operates with greater velocity to deliver durable long-term growth." Financial Highlights For the third quarter, Intuit: • Grew total revenue to $8.6 billion, up 10 percent. • Grew Consumer revenue to $5.3 billion, up 8 percent. Increased TurboTax revenue to $4.4 billion, up 7 percent, and Credit Karma revenue to $631 million, up 15”

INTUIT INC. announced a restructuring with charges of approximately $300 million to $340 million (approximately 17%).

“On May 20, 2026, the Company announced a plan (the “Plan”) to simplify its organizational structure and become a faster, leaner, more focused company. As part of the Plan, the Company will reduce its full-time workforce by approximately 17% and is considering the closure of certain of its sites in service to growing technology teams and capabilities in strategic locations. The Company estimates that it will incur approximately $300 million to $340 million in charges in connection with the Plan, primarily in its fourth fiscal quarter ending July 31, 2026.”

Ashley Still changed role as Executive Vice President and General Manager, Mid-Market Group at INTUIT INC..

“Ashley Still, Executive Vice President and General Manager, Mid-Market Group, will expand her role to lead both the Mid-Market Group and the Small Business Group.”

Marianna Tessel departed as Executive Vice President and General Manager, Small Business Group at INTUIT INC..

“Marianna Tessel will step down from her role as Executive Vice President and General Manager, Small Business Group, effective May 31, 2026.”

INTUIT INC. incurred revolving credit of $5.8 billion unsecured short-term revolving credit facility with JPMorgan Chase Bank, N.A. and other lenders at SOFR plus 0.875% per annum or base rate plus 0.000% per annum maturing March 31, 2026.

“On January 30, 2026, Intuit Inc., a Delaware corporation (the “Company”), entered into a Credit Agreement (the “Credit Agreement”) with the lenders party thereto (collectively, the “Lenders”), and JPMorgan Chase Bank, N.A., as administrative agent (the “Agent”), which provides for a $5.8 billion unsecured short-term revolving credit facility that is scheduled to mature on March 31, 2026.”

INTUIT INC. entered into Credit Agreement with JPMorgan Chase Bank, N.A., as administrative agent, and the lenders party thereto valued at $5.8 billion (effective 2026-01-30).

“On January 30, 2026, Intuit Inc., a Delaware corporation (the “Company”), entered into a Credit Agreement (the “Credit Agreement”) with the lenders party thereto (collectively, the “Lenders”), and JPMorgan Chase Bank, N.A., as administrative agent (the “Agent”), which provides for a $5.8 billion unsecured short-term revolving credit facility that is scheduled to mature on March 31, 2026.”

INTUIT INC. entered into Credit Agreement with JPMorgan Chase Bank, N.A., as administrative agent valued at $2.2 billion unsecured revolving credit facility (effective 2026-01-09).

“The Credit Agreement provides for a $2.2 billion unsecured revolving credit facility (the “Facility”) that expires on January 9, 2031.”

INTUIT INC. incurred revolving credit of $2.2 billion with JPMorgan Chase Bank, N.A., as administrative agent at alternate base rate plus a margin that ranges from 0.000% to 0.125% or term Secu maturing January 9, 2031.

“The Credit Agreement provides for a $2.2 billion unsecured revolving credit facility (the “Facility”) that expires on January 9, 2031.”

Caryl Hilliard was appointed as Chief People & Places Officer at INTUIT INC..

“Caryl Hilliard, the Company’s Senior Vice President, People & Places, will serve as the Company’s Chief People & Places Officer effective August 1, 2025.”

Laura Fennell changed role as Executive Vice President and Chief People & Places Officer at INTUIT INC..

“Laura Fennell, who has served as the Company’s Executive Vice President and Chief People & Places Officer since August 2018, will transition to a new role effective July 31, 2025.”

INTUIT INC.: Amendment to Certificate of Incorporation to limit liability of certain officers under Delaware law (effective 2025-01-27).

“On January 27, 2025, to effect the Amendment, the Company filed an Amended and Restated Certificate of Incorporation with the Secretary of State of the State of Delaware, which became effective upon its filing.”

Forrest Norrod was appointed as Director at INTUIT INC..

“On July 24, 2024, the Board of Directors (the “Board”) of Intuit Inc. (the “Company”) appointed Forrest Norrod as a director of the Company, and the number of directors constituting the full Board was increased from 12 to 13.”

INTUIT INC. announced a restructuring with charges of approximately $250 million to $260 million in charges affecting Boise and Edmonton sites (approximately 1,800 employees).

“On July 10, 2024, Intuit Inc. (the "Company") announced a plan of reorganization (the "Plan") focused on reallocating resources to the Company's key growth areas. As part of the Plan, approximately 1,800 employees will exit the Company and the Company will close its Boise and Edmonton sites in service to growing technology teams and capabilities in strategic locations. The Company expects to hire a nearly equivalent number of employees in fiscal 2025 to support the Company's declared growth areas and expects overall headcount to grow in fiscal 2025 and beyond. The Company estimates that it will incur approximately $250 million to $260 million in charges in connection with the Plan, primarily in its fourth fiscal quarter ending July 31, 2024. These charges consist of approximately $217 million to $227 million in future cash expenditures related to severance payments and employee benefits and approximately $33 million in non-cash charges for share-based compensation and charges associate”

Vasant Prabhu was appointed as Director at INTUIT INC..

“On May 2, 2024, the Board of Directors (the “Board”) of Intuit Inc. (the “Company”) appointed Vasant Prabhu as a director of the Company”

INTUIT INC. reported the fiscal quarter ended January 31, 2024 results: revenue $3.4 billion, EPS $1.25. Guidance reaffirmed.

“our way to becoming the trusted assistant that our customers use to fuel their financial success." Financial Highlights For the second quarter, Intuit: • Grew total revenue to $3.4 billion, up 11 percent. • Increased Small Business and Self-Employed Group revenue to $2.2 billion, up 18 percent; grew Online Ecosystem revenue to $1.7 billion, up 21 percent. •”

INTUIT INC. shareholders rejected Stockholder proposal - retirement plan investment report at the 2024-01-18 meeting.

“6. Stockholder proposal - retirement plan investment report For Against Abstain Broker Non-Votes 30,081,687 197,342,298 10,635,197 19,601,206”

INTUIT INC. shareholders approved Approval of the Company's Amended and Restated 2005 Equity Incentive Plan at the 2024-01-18 meeting.

“5. Approval of the Company's Amended and Restated 2005 Equity Incentive Plan For Against Abstain Broker Non-Votes 219,434,227 18,448,837 176,118 19,601,206”

INTUIT INC. shareholders approved Ratification of selection of Ernst & Young LLP to serve as independent registered public accounting firm for the fiscal year ending July 31, 2024 at the 2024-01-18 meeting.

“4. Ratification of selection of Ernst & Young LLP to serve as independent registered public accounting firm for the fiscal year ending July 31, 2024 For Against Abstain Broker Non-Votes 243,187,222 14,300,457 172,709 —”

INTUIT INC. shareholders approved Advisory vote to approve frequency of future executive compensation advisory votes at the 2024-01-18 meeting.

“3. Advisory vote to approve frequency of future executive compensation advisory votes One Year Two Years Three Years Abstain Broker Non-Votes 236,256,707 73,343 1,549,272 179,860 19,601,206”

INTUIT INC. shareholders approved Advisory vote to approve executive compensation at the 2024-01-18 meeting.

“2. Advisory vote to approve executive compensation For Against Abstain Broker Non-Votes 220,006,006 17,836,351 216,825 19,601,206”

INTUIT INC. shareholders approved Election of eleven directors at the 2024-01-18 meeting.

“1. Election of Directors Nominee For Against Abstain Broker Non-Votes Eve Burton 233,861,120 4,035,146 162,916 19,601,206 Scott D. Cook 237,429,235 475,393 154,554 19,601,206 Richard L. Dalzell 237,111,451 784,316 163,415 19,601,206 Sasan K. Goodarzi 237,615,875 292,778 150,529 19,601,206 Deborah Liu 236,407,616 1,477,968 173,598 19,601,206 Tekedra Mawakana 234,585,253 3,296,795 177,134 19,601,206 Suzanne Nora Johnson 222,014,561 15,886,605 158,016 19,601,206 Ryan Roslansky 236,215,410 1,652,131 191,641 19,601,206 Thomas Szkutak 234,397,045 3,495,903 166,234 19,601,206 Raul Vazquez 236,662,100 1,237,113 159,969 19,601,206 Eric S. Yuan 233,302,069 4,299,514 457,599 19,601,206”

INTUIT INC. updated its first quarter of fiscal 2024, which ended October 31 guidance (reaffirmed).

“Intuit Inc. announced its financial results for the fiscal quarter ended October 31, 2023 and provided forward-looking guidance”

INTUIT INC. entered into First Supplemental Indenture with U.S. Bank Trust Company, National Association, as trustee (effective 2023-09-15).

“an Indenture dated as of June 29, 2020 (the “Base Indenture”), between Intuit and U.S. Bank Trust Company, National Association, as trustee, together with the First Supplemental Indenture, dated September 15, 2023 (the “Supplemental Indenture” and, together with the Base Indenture, the “Indenture”)”

INTUIT INC. entered into Underwriting Agreement with BofA Securities, Inc., J.P. Morgan Securities LLC and Morgan Stanley & Co. LLC, as representatives of the underwriters valued at $750.0 million aggregate principal amount of its 5.250% Senior Notes due 2026, $750.0 million aggreg (effective 2023-09-15).

“On September 15, 2023, Intuit Inc. (“Intuit”) completed its issuance and sale of $750.0 million aggregate principal amount of its 5.250% Senior Notes due 2026 (the “2026 Notes”), $750.0 million aggregate principal amount of its 5.125% Senior Notes due 2028 (the “2028 Notes”), $1.25 billion aggregate principal amount of its 5.200% Senior Notes due 2033 (the “2033 Notes”) and $1.25 billion aggregate principal amount of its 5.500% Senior Notes due 2053 (the “2053 Notes” and together with the 2026 Notes, the 2028 Notes and the 2033 Notes, the “Notes”) pursuant to an Underwriting Agreement (the “Underwriting Agreement”) with BofA Securities, Inc., J.P. Morgan Securities LLC and Morgan Stanley & Co. LLC, as representatives of the underwriters named therein”

INTUIT INC. reported the fiscal quarter and year ended July 31, 2023 results: revenue $14.4 billion, EPS $8.42. Guidance initiated.

“expand operating margin while investing in the most important areas to drive durable long-term growth." Financial Highlights For the full year, Intuit: • Grew total revenue to $14.4 billion, up 13 percent year-over-year. • Increased combined Platform revenue, which includes the Small Business and Self-Employed Group Online Ecosystem, TurboTax Online and Credit”

Alex Chriss departed as Executive Vice President and General Manager, Small Business and Self-Employed Group at INTUIT INC..

“Alex Chriss, who will be stepping down on September 5, 2023 as Intuit’s Executive Vice President and General Manager, Small Business and Self-Employed Group, to join PayPal, Inc. as its Chief Executive Officer.”

Alex Balazs was appointed as Executive Vice President and Chief Technology Officer at INTUIT INC..

“Alex Balazs, Senior Vice President and Chief Technology Architect, will be appointed as Executive Vice President and Chief Technology Officer, effective September 5, 2023.”

Marianna Tessel changed role as Executive Vice President and General Manager, Small Business and Self-Employed Group at INTUIT INC..

“Marianna Tessel, Executive Vice President and Chief Technology Officer, will be appointed as the Company’s Executive Vice President and General Manager, Small Business and Self-Employed Group, effective September 5, 2023.”

INTUIT INC.: Amended and restated bylaws to update procedures for director nominees, stockholder nominations, and universal proxy rule compliance, plus technical updates to align with Delaware law (effective 2023-07-27).

“On July 27, 2023, the Board of Directors of Intuit Inc. (the “Company”) amended and restated the Company’s Bylaws (as so amended and restated, the “Bylaws”) to make certain updates to the procedures and disclosure requirements for all director nominees and stockholder nominations of directors and business proposals, including by requiring a stockholder delivering a nomination notice pursuant to the advance notice provisions of the Bylaws to fully comply, and certify compliance, with Rule 14a-19 under the Securities Exchange Act of 1934, as amended, relating to the universal proxy rules.”

INTUIT INC. reported the third quarter of fiscal 2023, which ended April 30 results: revenue $6,018, EPS $7.38. Guidance raised.

“stated by specific reference in such filing. --- EX-99.01 (EX-99.01) --- Contacts: Investors Media Kim Watkins Abby Smith Intuit Inc. Intuit Inc. 650-944-3324 408-839-6028 kim_watkins@intuit.com abby_smith@intuit.com Intuit Reports Third Quarter Results and Raises Total Company Full Year Guidance Small Business and Self-Employed Group Revenue Grew”

Eric S. Yuan was appointed as Director at INTUIT INC..

“On May 4, 2023, the Board of Directors (the “Board”) of Intuit Inc. (the “Company”) appointed Ryan Roslansky and Eric S. Yuan as directors”

Ryan Roslansky was appointed as Director at INTUIT INC..

“On May 4, 2023, the Board of Directors (the “Board”) of Intuit Inc. (the “Company”) appointed Ryan Roslansky and Eric S. Yuan as directors”

Michelle Clatterbuck changed role as Chief Financial Officer at INTUIT INC..

“Michelle Clatterbuck, who has served as Chief Financial Officer since February 2018, will transition to a new role effective July 31, 2023.”

Sandeep Aujla was appointed as Executive Vice President and Chief Financial Officer at INTUIT INC..

“the appointment of Sandeep Aujla as the Company’s Executive Vice President and Chief Financial Officer, effective August 1, 2023.”

INTUIT INC. shareholders approved Approval of the Company's Amended and Restated Employee Stock Purchase Plan at the 2023-01-19 meeting.

“4. Approval of the Company's Amended and Restated Employee Stock Purchase Plan. For Against Abstain Broker Non-Votes 225,936,149 1,663,368 107,438 19,524,929”

INTUIT INC. shareholders approved Ratification of selection of Ernst & Young LLP to serve as independent registered public accounting firm for the fiscal year ending July 31, 2023 at the 2023-01-19 meeting.

“3. Ratification of selection of Ernst & Young LLP to serve as independent registered public accounting firm for the fiscal year ending July 31, 2023. For Against Abstain Broker Non-Votes 236,152,588 10,569,670 509,626 —”

INTUIT INC. shareholders approved Advisory vote to approve executive compensation at the 2023-01-19 meeting.

“2. Advisory vote to approve executive compensation. For Against Abstain Broker Non-Votes 212,168,457 15,355,835 182,663 19,524,929”

INTUIT INC. shareholders approved Election of nine directors at the 2023-01-19 meeting.

“1. Election of Directors. Nominee For Against Abstain Broker Non-Votes Eve Burton 226,567,330 1,025,512 114,113 19,524,929 Scott D. Cook 226,857,992 748,568 100,395 19,524,929 Richard L. Dalzell 226,846,538 720,737 139,680 19,524,929 Sasan K. Goodarzi 226,870,302 738,461 98,192 19,524,929 Deborah Liu 226,540,756 1,049,050 117,149 19,524,929 Tekedra Mawakana 226,667,121 916,051 123,783 19,524,929 Suzanne Nora Johnson 218,581,927 8,593,646 531,382 19,524,929 Thomas Szkutak 226,899,342 679,583 128,030 19,524,929 Raul Vazquez 226,977,839 601,196 127,920 19,524,929”

INTUIT INC. reported the first quarter of fiscal 2023 results: revenue $2,597, EPS $0.14. Guidance reaffirmed.

“Snapshot of First-quarter Results GAAP Non-GAAP Q1 FY23 Q1 FY22 Change Q1 FY23 Q1 FY22 Change Revenue $2,597 $2,007 29% $2,597 $2,007 29% Operating Income $76 $195 (61)% $662 $555 19% Earnings Per Share $0.14 $0.82 (83)% $1.66 $1.53 8%”

INTUIT INC. reported the full fiscal year 2023 (ending July 31, 2023) results: EPS GAAP diluted earnings per share of $6.92 to $7.22; Non-GAAP diluted earnings per share of $13.59 to $13.89. Guidance reaffirmed.

“Intuit also reiterated GAAP and non-GAAP operating income and earnings per share guidance for the full fiscal year 2023, previously reiterated on September 29, 2022. The company plans to update Credit Karma and full company revenue guidance for full year fiscal 2023 on its first quarter earnings conference call on November 29, 2022. The company expects: • GAAP operating income of $2.794 billion to $2.899 billion, growth of approximately 9 to 13 percent. • Non-GAAP operating income of $5.258 billion to $5.363 billion, growth of approximately 17 to 19 percent. • GAAP diluted earnings per share of $6.92 to $7.22, a decline of approximately 5 to 1 percent. • Non-GAAP diluted earnings per share of $13.59 to $13.89, growth of approximately 15 to 17 percent.”

INTUIT INC. reported first quarter of fiscal 2023 results: EPS GAAP loss per share of $0.43 to $0.37; Non-GAAP diluted earnings per share of $1.14 to $1.20. Guidance raised.

“Intuit expects to report results for the first-quarter fiscal 2023 above guidance previously reiterated on September 29, 2022, which was: • Revenue growth of approximately 23 to 25 percent, including Mailchimp. • GAAP operating loss of $125 million to $105 million. • Non-GAAP operating income of $469 million to $489 million. • GAAP loss per share of $0.43 to $0.37. • Non-GAAP diluted earnings per share of $1.14 to $1.20.”

Varun Krishna was appointed as Executive Vice President and General Manager of the Consumer Group at INTUIT INC..

“Varun Krishna, Senior Vice President and General Manager of Growth Products, Consumer Group will be appointed as Executive Vice President and General Manager of the Consumer Group, effective May 31, 2022.”

Gregory Johnson departed as Executive Vice President and General Manager of the Consumer Group at INTUIT INC..

“Gregory Johnson will be stepping down as Intuit’s Executive Vice President and General Manager of the Consumer Group, effective May 31, 2022.”

Lauren D. Hotz was appointed as Vice President and Chief Accounting Officer at INTUIT INC..

“Also on November 4, 2021, the Compensation and Organizational Development Committee (the “Compensation Committee”) of the Company’s Board of Directors approved the appointment of Lauren D. Hotz as Vice President and Chief Accounting Officer of the Company, effective February 28, 2022, to succeed Mr. Flournoy upon his departure.”

Mark J. Flournoy departed as Senior Vice President and Chief Accounting Officer at INTUIT INC..

“On November 4, 2021, Mark J. Flournoy, Senior Vice President and Chief Accounting Officer of Intuit Inc. (the “Company”), notified the Company that he will be leaving the Company, effective February 28, 2022.”