Intuit, Inc. http://www.alacrastore.com/company-snapshot/Intuit_Inc-1068666 Wednesday, July 23, 2008 6:25:17 PM 1068666 Intuit, Inc. en AlacraStore RSS Builder 1.0 30 http://www.alacrastore.com/storecontent/ccbn/T1870644ccbn/T1870644norm... - Willaim Blair & Company - AnalystGood afternoon. For those of you -- okay, they definitely turned that up. For those of you that don't know me my name is Laura Lederman and I'm one of the technology analysts here at William Blair, and it's my distinct privilege to have two members of Intuit's management team today. And one of the interesting things is Neil Williams has been the new CFO for about six months at Intuit so it might be the first time many of you have been able to speak with him and watch him perform. And Jerry Natoli is also here. He won't be presenting but he'll be obviously joining us for the breakout as well. On that note the breakout session is directly after this in the Seasons restaurant and one last procedural thing before I pass it on to management is that for potential conflicts of interest and other disclosures please go to our website at www.williamblair.com. ... 6/19/2008 4:04:00 AMIntuit54.0000FinalIntuit at William Blair & Company Growth Stock Conference TranscriptINTU11:50am PTTranscriptT1870644Credit & Investment ResearchThomson Street Eventshttp://www.alacrastore.com/storecontent/newstex/PRN-0005-25689825newstex/PRN-0005-25689825xml SAN JOSE, Calif., Jun. #, #### (PRNewswire delivered by Newstex) -- Xactly Corporation, the leader in on-demand sales performance management, today announced the appointment of William J. Sudlow as senior vice president of engineering....040000000401600009000000090150006/2/2008 9:23:08 AM180000001802000018007000PR Newswire USPRN-0005-25689825INTUIT INCINTUNewsNewstexhttp://www.alacrastore.com/storecontent/spcred/651023spcred/651023normThe latest News from S&Pglobal5/29/2008 3:28:05 PM100News651023United StatesApplication SoftwareUnited StatesGlobal IssuersCorporationsHigh TechnologyNewsNEW YORK (Standard&Poor's) May 29, 2008--Standard&Poor's Ratings Services said today it raised its corporate credit and senior unsecured debt ratings on Mountain View, Calif.-based Intuit Inc. to 'BBB' from 'BBB-'. At the same time, we removed the ratings from CreditWatch, where they had been placed with positive implications on May 23, 2008. The outlook is stable. "The upgrade reflects Intuit's solid profitability, cash flow, and liquidity, coupled with our expectation that the company will maintain a moderate financial policy," said Standard&Poor's credit analyst Phil Schrank. "The rating action also incorporates the company's successful integration of the recently acquired Digital Insight Corp., which broadened Intuit's capabilities in the fast-growing online banking segment, established new distributionUSA46120245103010 451030 4510 45Intuit Inc.412027USAINTUNEWSGLOBISSCORPHighCredit & Investment ResearchS&P Credit Researchhttp://www.alacrastore.com/storecontent/spcred/651024spcred/651024normThe latest Research Update from S&Pglobal5/29/2008 3:28:05 PM175Research Update651024United StatesApplication SoftwareUnited StatesGlobal IssuersCorporationsHigh TechnologyResearch UpdateOn May 29, 2008, Standard&Poor's Ratings Services raised its corporate credit and senior unsecured debt ratings on Mountain View, Calif.-based Intuit Inc. to 'BBB' from 'BBB-'. At the same time, we removed the ratings from CreditWatch, where they had been placed with positive implications on May 23, 2008. The outlook is stable. The upgrade reflects Intuit's solid profitability, cash flow, and liquidity, coupled with our expectation that the company will maintain a moderate financial policy. The rating action also incorporates the company's successful integration of the recently acquired Digital Insight Corp., which broadened Intuit's capabilities in the fast-growing online banking segment, established new distribution channels, and expanded customer relationships. The company increased revenues by 15% in the thirdUSA46120245103010 451030 4510 45Intuit Inc.412027USAINTURESUPDGLOBISSCORPHighCredit & Investment ResearchS&P Credit Researchhttp://www.alacrastore.com/storecontent/spcred/650077spcred/650077normThe latest Research Update from S&Pglobal5/23/2008 1:04:49 PM175Research Update650077United StatesApplication SoftwareUnited StatesGlobal IssuersCorporationsHigh TechnologyResearch UpdateOn May 23, 2008, Standard&Poor's Ratings Services placed its 'BBB-' corporate credit and senior unsecured debt ratings on Mountain View, Calif.-based Intuit Inc. on CreditWatch with positive implications. The CreditWatch listing reflects Intuit's solid profitability, cash flow, and liquidity coupled with our expectation that they will maintain a moderate financial policy. The listing also incorporates the company's successful integration of the recently acquired Digital Insight Corp., which broadened Intuit's capabilities in the fast-growing online banking segments, established new distribution channels, and expanded customer relationships. The company increased revenues in the third quarter of 2008 by 15%, and they have generated about $400 million of free cash flow during the past 12 months while maintaining its operating margins inUSA46120245103010 451030 4510 45Intuit Inc.412027USAINTURESUPDGLOBISSCORPHighCredit & Investment ResearchS&P Credit Researchhttp://www.alacrastore.com/storecontent/spcred/650076spcred/650076normThe latest News from S&Pglobal5/23/2008 1:04:00 PM100News650076United StatesApplication SoftwareUnited StatesGlobal IssuersCorporationsHigh TechnologyNewsNEW YORK (Standard&Poor's) May 23, 2008--Standard&Poor's Ratings Services today placed its 'BBB-' corporate credit and senior unsecured debt ratings on Mountain View, Calif.-based Intuit Inc. on CreditWatch with positive implications. "The CreditWatch listing reflects Intuit's solid profitability, cash flow, and liquidity coupled with our expectation that they will maintain a moderate financial policy," said Standard&Poor's credit analyst Philip Schrank. The listing also incorporates the company's successful integration of the recently acquired Digital Insight Corp., which broadened Intuit's capabilities in the fast-growing online banking segments, established new distribution channels, and expanded customer relationships. The company increased revenues in the third quarter of 2008 by 15%, and they have generated about $400 million of free cashUSA46120245103010 451030 4510 45Intuit Inc.412027USAINTUNEWSGLOBISSCORPHighCredit & Investment ResearchS&P Credit Researchhttp://www.alacrastore.com/storecontent/spcred/650056spcred/650056normThe latest Summary from S&Pglobal5/23/2008 10:34:49 AM175Summary650056United StatesApplication SoftwareUnited StatesGlobal IssuersCorporationsHigh TechnologySummaryThe rating on Mountain View, Calif.-based Intuit Inc. reflects the company's established niche market position, good profitability and cash flow generation, and satisfactory financial profile. Partially offsetting these factors are a highly seasonal and narrow product focus, relative to the overall software and services industry, and an active acquisition strategy. Intuit, a provider of tax solutions and business and financial management for consumers, accountants, and small businesses, reported revenues of nearly $2.7 billion in the fiscal year ended July 2007. The company's market positions are defensible, supported by strong brand recognition, a large customer base, and significant investment in the product portfolio, with about 16% of sales applied to research and development. Its TurboTax and QuickBooks products have market leadershipUSA46120245103010 451030 4510 45Intuit Inc.412027USAINTUSUMMARYGLOBISSCORPHighCredit & Investment ResearchS&P Credit Researchhttp://www.alacrastore.com/storecontent/ccbn/B1842401ccbn/B1842401norm...Focused action in #H## mitigated short-term challenges and is now well positioned as Co. heads into next year.... 5/20/2008 8:04:00 PMIntuit54.0000EditedQ3 2008 Intuit Earnings Conference Call SummaryINTU1:30pm PTBriefB1842401Credit & Investment ResearchThomson Street Eventshttp://www.alacrastore.com/storecontent/ccbn/T1842401ccbn/T1842401norm...Good afternoon. I'll be your conference facilitator today. At this time, I would like to welcome everyone to the Intuit third quarter #### conference call. All lines have been placed on mute to prevent any background noise. After the speakers remarks there will be a question and answer period. (OPERATOR INSTRUCTIONS) With that, I'll now turn the call over to Bob Lawson, Intuit's Vice President of Investor Relations and Financial Planning and Analysis. Mr. Lawson? ... 5/20/2008 6:04:00 PMIntuit54.0000FinalQ3 2008 Intuit Earnings Conference Call TranscriptINTU1:30pm PTTranscriptT1842401Credit & Investment ResearchThomson Street Eventshttp://www.alacrastore.com/storecontent/spcred/647123spcred/647123normThe latest Full Report from S&Pglobal5/8/2008 10:27:50 AM400Full Report647123United StatesApplication SoftwareUnited StatesGlobal IssuersCorporationsHigh TechnologyFull ReportLarge installed base/recurring revenues; Good liquidity/balance sheet; and Strong brand equity. Niche focus; Seasonality; and Acquisition/growth strategy. The rating on Mountain View, Calif.-based Intuit Inc. reflects the company's established niche market position, good profitability and cash flow generation, and satisfactory financial profile. Partially offsetting these factors are a highly seasonal and narrow product focus, relative to the overall software and services industry, and an active acquisition strategy. Intuit, a provider of tax solutions and business and financial management for consumers, accountants, and small businesses, reported revenues of nearly $2.7 billion in the fiscal year ended July 2007. The company's market positions are defensible, supported by strong brand recognition, a large customer base, and significant investment in the product portfolio, withUSA46120245103010 451030 4510 45Intuit Inc.412027USAINTUFULLGLOBISSCORPHighCredit & Investment ResearchS&P Credit Researchhttp://www.alacrastore.com/storecontent/spcred/647125spcred/647125normThe latest Summary from S&Pglobal5/8/2008 10:27:50 AM175Summary647125United StatesApplication SoftwareUnited StatesGlobal IssuersCorporationsHigh TechnologySummaryThe rating on Mountain View, Calif.-based Intuit Inc. reflects the company's established niche market position, good profitability and cash flow generation, and satisfactory financial profile. Partially offsetting these factors are a highly seasonal and narrow product focus, relative to the overall software and services industry, and an active acquisition strategy. Intuit, a provider of tax solutions and business and financial management for consumers, accountants, and small businesses, reported revenues of nearly $2.7 billion in the fiscal year ended July 2007. The company's market positions are defensible, supported by strong brand recognition, a large customer base, and significant investment in the product portfolio, with about 16% of sales applied to research and development. Its TurboTax and QuickBooks products have market leadershipUSA46120245103010 451030 4510 45Intuit Inc.412027USAINTUSUMMARYGLOBISSCORPHighCredit & Investment ResearchS&P Credit Researchhttp://www.alacrastore.com/storecontent/newstex/BW-0001-24949413newstex/BW-0001-24949413xml MOUNTAIN VIEW, Calif., May #, #### (Business Wire) -- Intuit Inc. (Nasdaq:INTU) announced today that it will release its financial results for its third quarter of fiscal year #### on May ## following the close of market. Intuit...040000000401600004016048040160010401601804006000040060020400600104003000040030055/1/2008 5:16:41 PM180000001800800018004000Business WireBW-0001-24949413INTUIT INCINTUNewsNewstexhttp://www.alacrastore.com/storecontent/moodys/COP_600018309moodys/COP_600018309htmlGlobal Credit Research Credit Opinion ## MAR #### Credit Opinion: Intuit Inc. Intuit Inc. Mountain View, California, United States Ratings Category Moody's Rating Outlook Stable Senior Unsecured Baa# Contacts Analyst Phone Matthew...Credit Opinion3/14/2008 8:12:55 PMIntuit Inc.600018309150.0000NewshtmlIntuit Inc.COP_600018309Credit & Investment ResearchMoody's Global Credit Researchhttp://www.alacrastore.com/storecontent/bir/224219bir/224219normIntuit Inc.CBS Employer Services Inc.Galt Technologies Inc.Electronic Clearing House Inc.Income Dynamics Inc.Innovation Merchant SolutionsUnited StatesServices: Provider of small business, tax preparation and personal finance software.737251121017HKINTU3/8/2008 6:21:00 AM224219Company Profiles & FinancialsGale Company Profileshttp://www.alacrastore.com/storecontent/ccbn/T1765984ccbn/T1765984norm...Hi, everyone. It is our privilege to have Brad Smith, the new CEO of Intuit, and Neil Williams, the CFO of Intuit, here with us today. You know, you've probably been to a couple of these so you know how they work, but Brad is going to start with a couple of introductory comments, and then I'll open it up to questions, and then -- I mean I'll start off with a couple of questions, and then I'll open it up to the audience. So, with that Brad, you want to kick it off? ... 3/4/2008 10:04:00 PMIntuit54.0000FinalIntuit at Morgan Stanley Technology Conference TranscriptINTU2:10pm PTTranscriptT1765984Credit & Investment ResearchThomson Street Eventshttp://www.alacrastore.com/storecontent/spcred/632569spcred/632569normThe latest Summary from S&P2/26/2008 3:29:15 PMSummary175global632569United StatesApplication SoftwareUnited StatesGlobal IssuersCorporationsHigh TechnologySummaryThe rating on Mountain View, Calif.-based Intuit Inc. reflects the company's established niche market position, good profitability and cash flow generation, and satisfactory financial profile. Partially offsetting these factors are a highly seasonal and narrow product focus, relative to the overall software and services industry, and an active acquisition strategy. Intuit, a provider of tax solutions and business and financial management for consumers, accountants, and small businesses, reported revenues of nearly $2.7 billion in the fiscal year ended July 2007. The company's market positions are defensible, supported by strong brand recognition, a large customer base, and significant investment in the product portfolio, with about 16% of sales applied to research and development. Its TurboTax and QuickBooks products have market leadershipUSA46120245103010 451030 4510 45Intuit Inc.412027USAINTUSUMMARYGLOBISSCORPHighCredit & Investment ResearchS&P Credit Researchhttp://www.alacrastore.com/storecontent/ccbn/B1752268ccbn/B1752268norm...Believes revenue would have been $#-##m higher without delays in finalization of tax forms and acceptance of e-file returns by IRS. ... 2/21/2008 8:06:00 PMIntuit54.0000EditedQ2 2008 Intuit Earnings Conference Call SummaryINTU4:30pm ETBriefB1752268Credit & Investment ResearchThomson Street Eventshttp://www.alacrastore.com/storecontent/ccbn/T1752268ccbn/T1752268norm...Good afternoon. I will be your conference facilitator today. At this time, I would like to welcome everyone to the Intuit second quarter #### conference call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there there be a question and answer period. (OPERATOR INSTRUCTIONS) With now I will now turn the call over the Bob Lawson, Intuit's Vice President of Investor Relations and Financial Planning and Analysis. Mr. Lawson? ... 2/21/2008 6:06:00 PMIntuit54.0000FinalQ2 2008 Intuit Earnings Conference Call TranscriptINTU4:30pm ETTranscriptT1752268Credit & Investment ResearchThomson Street Eventshttp://www.alacrastore.com/storecontent/ccbn/T1707497ccbn/T1707497norm12/31/2007 5:21:35 PMIntuit54.0000FinalIntuit at NASDAQ 20th Investor Program TranscriptINTU5:45am PT... - Morgan Stanley - AnalystI'm Mary Meeker with Morgan Stanley and happy to introduce Bob Lawson, who is the VP of Corporate Finance at Intuit. Many of you know him from his Industrial Relations role where he's just done a -- where he did a stupendous job. And if he does anything close to that in the newer role, it will all be goodness. Bob is going to spend probably ## to ## minutes, maybe a little more going through a presentation, I'll ask a few questions, then we will turn it over to you. Thank you. ... TranscriptT1707497Credit & Investment ResearchThomson Street Eventshttp://www.alacrastore.com/storecontent/ccbn/T1706589ccbn/T1706589norm12/31/2007 5:21:34 PMIntuit54.0000FinalIntuit at Lehman Brothers Annual Technology Conference TranscriptINTU10:30am PT...Good morning, everyone. It's a pleasure for me to introduce Intuit. We are delighted to have Brad Smith presenting. Brad is the general manager and SVP of their Small Business Division, and as some of you already know, that Brad will be the new CEO as of the #st of January. So congratulations, Brad, and thank you for joining us, and I'll turn it over to you. ... TranscriptT1706589Credit & Investment ResearchThomson Street Events