NASDAQ$CRCT

Cricut Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Cricut reported financial results inline with expectations, launching innovations and demonstrating commitment to innovation.

Cricut, Inc. reported Q2 2023 revenue of $177.8 million, a 3% decrease compared to Q2 2022. Despite the revenue decline, subscriptions and machines revenue increased by 13% and 5% respectively. The company delivered its 18th consecutive quarter of profitability with a net income of $16.0 million.

  • Total users grew to over 8.4 million, up 17% over Q2 2022.
  • Paid subscribers reached over 2.7 million, up 15% over Q2 2022.
  • Delivered 18th consecutive quarter of profitability with net income of $16.0 million.
  • Subscriptions revenue and machines revenue growth increased year over year 13% and 5%, respectively.

Headline financials

Total Revenue

$178M

Previous: $184M-3.3%
EPS (adj)

$0.07

Previous: $0.06+16.7%
Paid Subscribers

2.7M

Previous: 2.4M+12.5%
Gross Margin

49.3%

Previous: 46.5%+6.0%
International Revenue Share

18.0%

Previous: 13.2%+36.4%
Free Cash Flow

$16M

Previous: $13.8M+15.9%
Net Income

$16M

Previous: $13.8M+15.9%
Operating Income

$19.3M

Previous: $20M-3.9%
Gross Profit

$87.7M

Previous: $85.4M+2.6%
Cash & Equivalents

$286M

Previous: $148M+93.6%
Total Assets

$898M

Previous: $947M-5.1%
Stock-Based Comp

$11.9M

Previous: $10.4M+14.3%

Revenue & EPS history

Cricut · Revenue · Quarterly

$178M

Q2 2023-3.3%vs Q2 2022
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Revenue by segment

Cricut · $102M total across 2 segments · Q2 2023

  • Products
    $64.4M-20.2%
  • Platform
    $37.3M+5.4%

Forward guidance

Cricut remains committed to its long-term operating margin targets of 15-19%. The company's proven model has demonstrated that when they operate at scale and drive top line growth, these margins are achievable.

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 2023

Historical avgQ2 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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