NASDAQ$CRCT

Cricut Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Cricut's Q1 2022 performance reflected its sound business model and ability to navigate uncertainty, with total users growing to over 6.9 million and paid subscribers climbing to over 2.3 million.

Cricut, Inc. reported a decrease in revenue for Q1 2022, but saw growth in total users and paid subscribers. The company delivered its 13th consecutive quarter of profitability with a net income of $23.5 million.

  • Total users grew to over 6.9 million, up 40% over Q1 2021.
  • Paid subscribers climbed to over 2.3 million, up 43% over end of Q1 2021.
  • Quarterly revenue was $244.8 million, a 24% decline compared to the prior year Q1 2021.
  • Net income was $23.5 million, marking the 13th consecutive quarter of profitability.

Headline financials

Total Revenue

$245M

Previous: $324M-24.4%
EPS (adj)

$0.11

Previous: $0.24-54.2%
Paid Subscribers

2.3M

Previous: 1.6M+42.5%
Gross Margin

40.5%

Previous: 37.1%+9.2%
International Revenue Share

15.0%

Previous: 10.3%+45.6%
Free Cash Flow

$23.5M

Previous: $49.4M-52.4%
Net Income

$23.5M

Previous: $49.4M-52.4%
Operating Income

$31.4M

Previous: $64.7M-51.4%
Gross Profit

$99M

Previous: $120M-17.7%
Cash & Equivalents

$246M

Previous: $337M-27.2%
Total Assets

$966M

Previous: $840M+15.0%
Stock-Based Comp

$8.96M

Previous: $11.7M-23.3%

Revenue & EPS history

Cricut · Revenue · Quarterly

$245M

Q1 2022-24.4%vs Q1 2021
Beat estimate in 4 of 10 quarters(40%)
ActualEstimate

Revenue by segment

Cricut · $62.4M total across 1 segment · Q1 2022

  • Platform
    $62.4M-55.8%

Forward guidance

Cricut is focusing on long-term growth opportunities while taking a balanced and disciplined approach to operating its profitable business model in the short term.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+2.2%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+8.5%

Avg return

30 days after

52%

13 / 25 earnings

Positive

+46.9%

Q1 2024

Best reaction

-21.2%

Q3 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.4%+3.4%-1.0%
Q4 2025+4.6%-5.3%-7.4%
Q3 2025-5.2%-4.6%-0.8%
Q1 2025+20.2%+23.3%+26.6%
Q4 2024+4.2%+3.8%-6.4%
Q3 2024-12.6%-9.4%-12.4%
Q2 2024+11.1%+12.5%+4.0%
Q1 2024+46.9%+27.3%+21.7%
Q4 2023-3.1%-1.5%+0.8%
Q3 2023-9.2%-10.4%-18.5%
Q2 2023+6.3%+2.3%-5.9%
Q1 2023-9.2%-18.3%+39.0%
Q4 2022+10.3%+7.5%+20.5%
Q3 2022+12.3%+16.8%+11.3%
Q2 2022-2.5%-1.5%+5.1%
Q1 2022-15.1%-12.2%-33.6%
Q4 2019-21.1%-25.4%-3.7%
Q4 2021-17.1%-23.6%-4.3%
Q3 2020+8.7%+9.9%+0.8%
Q3 2021-21.2%-14.3%-20.6%
Q2 2020-18.4%-22.8%+1.2%
Q2 2021-15.5%-19.0%+4.5%
Q1 2020+26.0%+27.5%+64.2%
Q4 2020+26.0%+27.5%+64.2%
Q1 2021+26.0%+27.5%+64.2%
Q3 2019

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