yes most people are going to take this as another cue to just upgrade to win 11 and move on. North America win 10 stands at 41% down from 67% since December, albeit a big push earlier in the year - maybe folks getting ahead of tariff concerns. Desktop is 1% of Intuit's total revenue ($213mil vs $21bn), 11% of total TT 'units' (4.3mil vs. 34.9mil) while being only 4.5% of TT revenues ($213mil vs. $4.5bn), and declining 5%; while online is growing 10% annually in revenues while also shedding 1% of users. Per their earnings press release they clearly have no problem "yielding share with lower ARPR (Average Revenue Per Return) customers" to drive revenue growth.
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.
https://investors.intuit.com/news-events/press-releases/detail/1266/intuit-reports-strong-fourth-qua...
