Note the commentary on the user numbers - they don't have a problem "yielding share with lower ARPR customers" i.e. desktop users which accounts for less than 1% of Intuit's projected 2026 revenues and in decline. They expect Turbo Tax revenue growth of 8% in 2026 and that isn't from desktop. Intuit has all this user data and has done this analysis in making a calculated decision to stop supporting win10.
TurboTax Live revenue grew 47 percent for the year, representing 41 percent of total Consumer Group revenue. TurboTax Live customers grew 24 percent.
TurboTax Online paying units grew 6 percent on share gains from higher average revenue per return (ARPR) filers. TurboTax Online units declined 1 percent and total TurboTax units declined 2 percent for the year, due to yielding share with lower ARPR customers.
