Podcast by Magellan Asset Management, Magellan Asset Management

MAGELLAN - IN THE KNOW

Podcast by Magellan Asset Management

Magellan Asset Management

‘In The Know’ is a new monthly investment podcast brought to you by Magellan Asset Management, one of Australia’s leading global equities investors. We seek to bring you timely, unique and thought-provoking insights to help you make sense of today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks on global markets. Join Magellan, as they connect with a myriad of experts in their field, including CEOs of stocks we hold, global leaders and consultants in finance, investing, risk and politics, and key members of our investment team and business. ‘In The Know’ - a monthly podcast from Magellan is worth investing your time in! Magellan - Experts in global investing.

Equity Bottom-Up

<ul><li>Intuit is leveraging AI to save time and deliver better outcomes for its 100 million customers</li><li>Intuit has transformed into an AI-driven expert platform, using generative AI to provide automated solutions</li><li>Intuit's success lies in its ability to disrupt itself and innovate, by constantly evolving and thinking about long-term growth and customer needs.</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.</em></p>

Intuit is leveraging AI to save time and deliver better outcomes for its 100 million customersIntuit has transformed into an AI-driven expert platform, using generative AI to provide automated solutionsIntuit's success lies in its ability to disrupt itself and innovate, by constantly evolving and thinking about long-term growth and customer needs.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Intuit’s evolution from DIY software to an AI-driven expert platform

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>The third-quarter results for Intuit's fiscal year 2025 illustrate a strong performance across multiple segments, driven primarily by its robust AI capabilities and strategic innovations.</li><li>Intuit reported a 15% increase in revenue, with significant contributions from both its Consumer Group and Global Business Solutions Group.</li><li>This quarter, the company raised its financial targets, attributing its success to its AI-driven platform which enhances customer interaction and streamlines processes for consumers, businesses, and accountants.</li></ul>

The third-quarter results for Intuit's fiscal year 2025 illustrate a strong performance across multiple segments, driven primarily by its robust AI capabilities and strategic innovations.Intuit reported a 15% increase in revenue, with significant contributions from both its Consumer Group and Global Business Solutions Group.This quarter, the company raised its financial targets, attributing its success to its AI-driven platform which enhances customer interaction and streamlines processes for consumers, businesses, and accountants.

Intuit Inc.: Its Expansion into QuickBooks Advanced and Intuit Enterprise Suite & Other Major Drivers!

<ul><li>Intuit, a prominent player in the financial technology sector, recently reported its second quarter earnings for fiscal year 2025, showcasing a robust performance across various segments.</li><li>The company reported a substantial 17% increase in total revenue, reaching $4 billion, and demonstrated significant profitability with a 61% rise in GAAP operating income.</li><li>Non-GAAP operating income also saw an impressive increase of 26%, highlighting operational efficiencies.</li></ul>

Intuit, a prominent player in the financial technology sector, recently reported its second quarter earnings for fiscal year 2025, showcasing a robust performance across various segments.The company reported a substantial 17% increase in total revenue, reaching $4 billion, and demonstrated significant profitability with a 61% rise in GAAP operating income.Non-GAAP operating income also saw an impressive increase of 26%, highlighting operational efficiencies.

Intuit’s Expansion & Implementation of AI Technologies  – Will It Cause A Major Jump In The Top-Line?

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Index Rebalance

<ul>
<li>On Friday after the close, the S&amp;P DJI Index Committee announced changes to the S&amp;P 100, S&amp;P500, S&amp;P MidCap400, and S&amp;P SmallCap600. Changes happen at the close 15 March 2024.</li>
<li>
<a href="https://www.smartkarma.com/entities/super-micro-computer-inc" target="_blank" data-smartkarma-citation="entities:7921:1" rel="noopener">Super Micro Computer (SMCI US)</a> and <a href="https://www.smartkarma.com/entities/deckers-outdoor-corp" target="_blank" data-smartkarma-citation="entities:3028:1" rel="noopener">Deckers Outdoor (DECK US)</a> replace <a href="https://www.smartkarma.com/entities/zions-bancorporation" target="_blank" data-smartkarma-citation="entities:9490:1" rel="noopener">Zions Bancorporation (ZION US)</a> and <a href="https://www.smartkarma.com/entities/whirlpool-corp" target="_blank" data-smartkarma-citation="entities:1538:1" rel="noopener">Whirlpool Corp (WHR US)</a> in the S&amp;P500. 2 changes to 400, 6 to 600.</li>
<li>The immediate reaction was to send SMCI up 12.5%. That's shortsighted. It pays to count the pennies involved. There are a LOT of pennies.</li>
</ul>


On Friday after the close, the S&amp;P DJI Index Committee announced changes to the S&amp;P 100, S&amp;P500, S&amp;P MidCap400, and S&amp;P SmallCap600. Changes happen at the close 15 March 2024.

Super Micro Computer (SMCI US) and Deckers Outdoor (DECK US) replace Zions Bancorporation (ZION US) and Whirlpool Corp (WHR US) in the S&amp;P500. 2 changes to 400, 6 to 600.
The immediate reaction was to send SMCI up 12.5%. That's shortsighted. It pays to count the pennies involved. There are a LOT of pennies.


S&P 500/400/600 Index Rebal - It's Not The Trade You Think

Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

<ul>
<li>BILL Holdings shares have bottomed out near $40 per share after Starboard Value and Elliott Management built large stakes in the American SMB back-office pioneer.</li>
<li>BILL Holding shares significantly underperformed in 2025 with shares down ~44% over the year versus a 21% gain on the Nasdaq.</li>
<li>I see further room for upside on potential launching new intelligent AI agents, partnerships with software providers, disciplined expense management and operating efficiency.</li>
</ul>


BILL Holdings shares have bottomed out near $40 per share after Starboard Value and Elliott Management built large stakes in the American SMB back-office pioneer.
BILL Holding shares significantly underperformed in 2025 with shares down ~44% over the year versus a 21% gain on the Nasdaq.
I see further room for upside on potential launching new intelligent AI agents, partnerships with software providers, disciplined expense management and operating efficiency.


2024 High Conviction Update: BILL Holdings, Starboard Value and Elliott Move In

United States

Intuit Inc. develops and markets business and financial management software solutions for small and medium sized businesses, financial institutions, consumers, and accounting professionals  The Company provides software for small business management and payroll processing, personal finance, and tax preparation and filing.

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Intuit Inc (INTU US)

Intuit’s evolution from DIY software to an AI-driven expert platform

Intuit is leveraging AI technology to enhance customer experience and drive innovation, positioning itself as a leader in the financial software...

MAGELLAN - IN THE KNOW

Intuit Inc.: Its Expansion into QuickBooks Advanced and Intuit Enterprise Suite & Other Major Drivers!

The third-quarter results for Intuit's fiscal year 2025 illustrate a strong performance across multiple segments, driven primarily by its robust...

Baptista Research

Intuit’s Expansion & Implementation of AI Technologies – Will It Cause A Major Jump In The Top-Line?

Intuit, a prominent player in the financial technology sector, recently reported its second quarter earnings for fiscal year 2025, showcasing a...

Baptista Research

S&P 500/400/600 Index Rebal - It's Not The Trade You Think

The S&P DJI Index Committee announced the March index rebals. Everybody is looking at SMCI because it has run hard til now. That's missing the...

Travis Lundy

2024 High Conviction Update: BILL Holdings, Starboard Value and Elliott Move In

BILL Holdings shares have bottomed out near $40/share. The activist investor Starboard Value and hedge fund Elliott Management move in: a double...

Andrei Zakharov

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Intuit’s evolution from DIY software to an AI-driven expert platform

Intuit is leveraging AI technology to enhance customer experience and drive innovation, positioning itself as a leader in the financial software...

MAGELLAN - IN THE KNOW

Intuit Inc.: Its Expansion into QuickBooks Advanced and Intuit Enterprise Suite & Other Major Drivers!

The third-quarter results for Intuit's fiscal year 2025 illustrate a strong performance across multiple segments, driven primarily by its robust...

Baptista Research

Intuit’s Expansion & Implementation of AI Technologies – Will It Cause A Major Jump In The Top-Line?

Intuit, a prominent player in the financial technology sector, recently reported its second quarter earnings for fiscal year 2025, showcasing a...

Baptista Research

S&P 500/400/600 Index Rebal - It's Not The Trade You Think

​The S&P DJI Index Committee announced the March index rebals. Everybody is looking at SMCI because it has run hard til now. That's missing the...

Travis Lundy

2024 High Conviction Update: BILL Holdings, Starboard Value and Elliott Move In

​BILL Holdings shares have bottomed out near $40/share. The activist investor Starboard Value and hedge fund Elliott Management move in: a double...

Andrei Zakharov

The S&P DJI Index Committee announced the March index rebals. Everybody is looking at SMCI because it has run hard til now. That's missing the...

BILL Holdings shares have bottomed out near $40/share. The activist investor Starboard Value and hedge fund Elliott Management move in: a double...