NASDAQ$CRCT

Cricut Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Cricut reported a revenue decline but demonstrated subscription revenue growth and maintained profitability.

Cricut, Inc. reported a 26% decrease in revenue compared to Q1 2022, but achieved a 16% increase in subscription revenue and maintained its 17th consecutive quarter of profitability with a net income of $9.1 million.

  • Total users grew to over 8.2 million, a 19% increase year-over-year.
  • Paid subscribers increased to over 2.7 million, up 17% compared to Q1 2022.
  • Subscription revenue increased by 16% year-over-year.
  • International user base surpassed 1.1 million outside of North America.

Headline financials

Total Revenue

$181M

Previous: $245M-26.0%
EPS (adj)

$0.07

Previous: $0.11-36.4%
Paid Subscribers

2.7M

Previous: 2.3M+17.4%
Gross Margin

42.3%

Previous: 40.5%+4.4%
International Revenue Share

18.0%

Previous: 15.0%+20.0%
Free Cash Flow

$9.1M

Previous: $23.5M-61.3%
Net Income

$9.1M

Previous: $23.5M-61.3%
Operating Income

$10.5M

Previous: $31.4M-66.5%
Gross Profit

$76.7M

Previous: $99M-22.6%
Cash & Equivalents

$232M

Previous: $246M-5.4%
Total Assets

$846M

Previous: $966M-12.4%
Stock-Based Comp

$10.4M

Previous: $8.96M+16.3%

Revenue & EPS history

Cricut · Revenue · Quarterly

$181M

Q1 2023-26%vs Q1 2022
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Revenue by segment

Cricut · $106M total across 2 segments · Q1 2023

  • Products
    $72M
  • Platform
    $34.1M-45.4%

Forward guidance

Cricut remains committed to its long-term operating margin targets of 15-19%.

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 2023

Historical avgQ1 2023

+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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