Intuit Inc. (INTU) 53rd Annual Nasdaq Investor Conference December 10, 2025 3:30 AM EST
Company Participants
Sandeep Aujla – Executive VP & CFO
Conference Call Participants
Keith Weiss – Morgan Stanley, Research Division
Presentation
Keith Weiss
Morgan Stanley, Research Division
Excellent. Thank you, everyone, for joining us. My name is Keith Weiss. I run the U.S. software equity research franchise at Morgan Stanley. And very pleased to have with us this morning from Intuit, CFO, Sandeep Aujla. Sandeep, thank you so much for joining us.
Sandeep Aujla
Executive VP & CFO
Keith. Good morning. Thank you for having me.
Keith Weiss
Morgan Stanley, Research Division
Excellent. So exciting time at opening — sorry, exciting time at Intuit right now.
Sandeep Aujla
Executive VP & CFO
I’d open as well, but more exciting in Intuit.
Question-and-Answer Session
Keith Weiss
Morgan Stanley, Research Division
I’m presaging my first question here. There’s a lot going on at Intuit. Some really interesting initiatives in the mid-market. I think it was a very important tax season last year and a couple of breakthroughs. And I definitely want to dig into all of those details. But I thought we could start with the newest news item, which was the OpenAI partnership. And I think this is a really interesting 1 to dig into because there’s still a lot of debate amongst investors trying to understand the nature of that relationship, but also a lot of fear amongst investors in terms of potentially letting the fox into the henhouse, if you will, that there’s been concern about OpenAI or just LLMs in general, emerging as a competitive dynamic for tax. So can you talk to us maybe a little bit about the relationship, the nature of the relationship and how you guys get comfortable with that potential risk, if there is 1 at all?
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