Turbotax Online+Live combined is $4bn rev. Desktop rev is $200mil, that's the bit they're ignoring because it's declining 5% while everything else they do grows 10%. Note in the earnings statement they refer to yielding market share on "low average revenue per share users". i.e. they don't mind losing desktop (and even some online) users as long as revenue is growing at a clip elsewhere. Mailchimp moves the stock price, not Win 10 desktop decisions.
