| Segment | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
|---|---|---|---|---|---|---|---|---|
| Assisted tax preparation | $652.41M | $42.96M | $48.38M | $1.64B | $686.01M | $48.64M | $55.92M | $1.74B |
| DIY tax preparation | $134.28M | $3.24M | $13.74M | $214.67M | $152.09M | $3.75M | $16.81M | $215.25M |
| Royalties | $51.73M | $5.85M | $3.5M | $133.96M | $49.57M | $5.85M | $5.11M | $128.18M |
| Refund Transfers | $21.36M | $860K | $637K | $113.73M | $22.3M | $843K | $638K | $119.94M |
| International | $88.73M | $64.86M | $31.81M | $60.44M | $89.89M | $65.66M | $34.72M | $70.12M |
| Emerald Card® and SpruceSM | $14.6M | $8.83M | $10.15M | $40.2M | $13.72M | $7.85M | $9.12M | $39.59M |
| Wave HQ Inc. | — | $26.4M | $26.56M | $26.72M | — | $29.85M | $29.79M | $29.87M |
| Interest and fee income on Emerald Advance® | $4.23M | $0 | $12.31M | $14.29M | $2.36M | $0 | $13.45M | $15.2M |
| Other | $18.92M | $13.81M | $11.82M | $14.58M | $18.1M | $13.48M | $12.85M | $15M |
| Peace of Mind® Extended Service Plan | $33.99M | $23.1M | $16.15M | $15.63M | $32.46M | $23.51M | $16.23M | $14.35M |
| Tax Identity Shield® | $16.58M | $3.91M | $4.01M | $7.03M | $14.97M | $4.12M | $4.24M | $8.49M |
| Total | $1.06B | $193.81M | $179.07M | $2.28B | $1.11B | $203.55M | $198.87M | $2.4B |