NASDAQ$CRCT

Cricut Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Cricut's Q2 2022 performance reflected the current macroeconomic environment and elevated channel inventory, but the company maintained profitability and saw growth in subscriptions and users.

Cricut reported a decrease in revenue for Q2 2022 compared to the previous year, impacted by macroeconomic conditions and elevated channel inventory. However, the company remained profitable, driven by growth in subscriptions and an increase in total users. The Board of Directors authorized a $50 million share repurchase program.

  • Total users grew to nearly 7.2 million, up 34% over Q2 2021.
  • Paid subscribers increased to nearly 2.4 million, up 34% over end of Q2 2021.
  • Revenue was $183.8 million, a 45% decrease compared to Q2 2021.
  • Net income was $13.8 million, a 71.9% decrease over Q2 2021.

Headline financials

Total Revenue

$184M

Previous: $334M-45.1%
EPS (adj)

$0.06

Previous: $0.22-72.7%
Paid Subscribers

2.4M

Previous: 1.8M+36.0%
Gross Margin

46.5%

Previous: 39.0%+19.2%
International Revenue Share

13.2%

Previous: 8.5%+55.3%
Free Cash Flow

$13.8M

Previous: $49.1M-71.9%
Net Income

$13.8M

Previous: $49.1M-71.9%
Operating Income

$20M

Previous: $64.2M-68.8%
Gross Profit

$85.4M

Previous: $130M-34.4%
Cash & Equivalents

$148M

Previous: $314M-53.0%
Total Assets

$947M

Previous: $974M-2.8%
Stock-Based Comp

$10.4M

Previous: $8.11M+28.3%

Revenue & EPS history

Cricut · Revenue · Quarterly

$184M

Q2 2022-45.1%vs Q2 2021
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Revenue by segment

Cricut · $116M total across 2 segments · Q2 2022

  • Products
    $80.7M
  • Platform
    $35.4M

Forward guidance

Cricut did not provide specific financial guidance in its Q2 2022 earnings report.

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 Q2 2022

Historical avgQ2 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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