Quarterly guidance

Revenue growth
Approximately 11%
GAAP diluted EPS
$1.71 to $1.75
Non-GAAP diluted EPS
$2.44 to $2.48

Annual guidance

Total revenue
$23.279 billion to $23.512 billion
Global Business Solutions revenue growth
13% to 14%
Consumer segment revenue growth
4% to 6%
GAAP diluted EPS
$20.12 to $20.36
Non-GAAP diluted EPS
$22.88 to $23.12

Outlook

Customer acquisition
The company is prioritizing new-to-the-franchise customers to expand market share.
DIY Tax
Management is evolving the business model to be more competitive on price to rebuild the customer funnel.
Mid-market
The company plans to continue scaling its mid-market business, which grew 39% in fiscal 2026.
Mailchimp
This will be a separate reportable segment beginning in fiscal 2027.
Share-based compensation
The company is including this in non-GAAP measures and aims to reduce it to 8% of revenue by fiscal 2030.
Long-term growth
The goal is to be a durable double-digit revenue growth company over the long term.