How Meet Kevin’s view on $INTU changed

“Russia, Markets, Stocks, Recovery”

INTU forecast misses are driven by restructuring/AI transition costs; if true, the EPS hit is positive for long-term margins.

earnings calendar today into it is 4 Zoom 405.

Big earnings report of the week. talked about the same light obviously into it beats. In it net revenue coming in at 4.35 billion versus 4.27.

Of course, the stock is actually falling on it. That's usual. That's like Oh, here we go. Here's the forecast. closing out the trading. Uh forecast comes in at a midpoint a little bit below 2351 divided by or 2351 minus 2328.23 plus 23.28 51 divided by 23.82. So it comes in at about a 1.3% miss on into it.

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