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@user17558130826 to clarify the comment on desktop revenues less than 1% and in decline was my own not in that quarterly earnings press release where they don't break down the revenue; but it's in the 10K from May - YTD Q3 FY2025 was $213mil down 5% from $224mil the year prior is that continues it will be about 202mil vs. projected 2026 revs upper estimate 21.186bn = 0.95% (this 21bn is full revenue for Inuit as a whole not just Turbotax).
Revenue for online services is 4.5bn up 10% from 4.1bn. Just within the Turbotax world, 10% of desktop units account for 4.5% of revenue - because online is higher revenue (tho with higher cost overhead). Based on 4.3mil users average revenue per user in the desktop segment is $50.
With the caveat it's possible 'electronic filing services' from desktop users falls under the service revenue and the 'product and other revenue' is just pure software revenue and maybe some there are some other ways to slice and dice these financials but that's my understanding - either way I think the trends are clear.
