INTU Intuit
Depreciation Integrity 30
Capex-vs-Demand Gap 45
Insider-Selling Intensity 43
Financing Opacity / Circular Leverage 20
Energy & Diminishing Returns 24
Organic End-User Demand 45
Watch
Elevated / amber: 2 (AI-monetization, ~45), 3 (insider, ~43 — softened: all sales are 10b5-1), 6 (demand, ~45) Green: 1 (depreciation, ~30), 4 (financing, ~20), 5 (energy, ~24) — NO CONVERGENCE FLAG. INTU is not fragile on the structural indicators. The insider score softened once the Goodarzi sales were confirmed as programmatic 10b5-1 (plans adopted 2024-09-30 / 2025-10-06), not conviction se...
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Deep Dossier in Progress

The scored backbone above is sourced from primary filings. The full investigative dossier — claim-by-claim audit, inversion analysis, primary paper trail — is being authored. This page updates as evidence lands. No claims are fabricated or inferred here; only data the engine already holds is shown.

Key Metrics (engine data)

Acquired intangible assets at cost: $8,643M$6,198MVerified sheet
Accumulated amortization at Oct 31, 2025: $3$5,136MVerified sheet
Quarterly amortization run rate:$44MVerified sheet
PP&E net:$965MVerified sheet

Layoff Signals

DateHeadcountAI ClaimSummary
2026-053,000 (17%)Company-stated~3,000 (~17%) and two offices closed to 'consolidate around AI'; CEO cited simplifying structure to ship better AI products.
2024-071,800 (10%)Company-stated~1,800 (~10%) in an AI-framed reorg (Intuit Assist); ~1,050 cited as below the performance bar, with re-hiring planned for AI roles.