NASDAQ$CRCT

Cricut Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Cricut demonstrated profitability with an increase in operating income and net income, driven by subscriptions revenue growth and international expansion, despite a slight decline in overall revenue.

Cricut, Inc. reported a slight revenue decrease of 1% year-over-year to $174.9 million for Q3 2023, but achieved a 38% increase in net income to $17.2 million. The company saw growth in subscriptions revenue, which was up 11% year-over-year, and international revenue, which increased by 36%.

  • Total users grew to over 8.6 million, a 16% increase compared to Q3 2022.
  • Paid subscribers reached approximately 2.7 million, up 11% from Q3 2022.
  • Net income increased by 38% over Q3 2022, reaching $17.2 million.
  • International revenue increased by 36% compared to Q3 2022, representing 21% of total revenue.

Headline financials

Total Revenue

$175M

Previous: $177M-1.2%
EPS (adj)

$0.08

Previous: $0.06+33.3%
Paid Subscribers

2.7M

Previous: 2.5M+8.0%
Gross Margin

46.8%

No prior period
International Revenue Share

21.0%

Previous: 15.6%+34.6%
Capital Expenditures

-$6.12M

No prior period
Free Cash Flow

$17.2M

Previous: $12.4M+38.4%
Net Income

$17.2M

Previous: $12.4M+38.4%
Operating Income

$23.7M

Previous: $17.4M+36.0%
Gross Profit

$81.9M

Previous: $81.8M+0.1%
Cash & Equivalents

$72.6M

Previous: $124M-41.6%
Total Assets

$719M

Previous: $920M-21.8%
R&D Expense

$15.9M

No prior period
Stock-Based Comp

$12.5M

Previous: $11.3M+10.8%

Revenue & EPS history

Cricut · Revenue · Quarterly

$175M

Q3 2023-1.2%vs Q3 2022
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Revenue by segment

Cricut · $49.5M total across 1 segment · Q3 2023

  • Platform
    $49.5M-5.5%

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 Q3 2023

Historical avgQ3 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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