NASDAQ$CRCT

Cricut Inc · Q4 2021 earnings

Q4 2021 earnings · · Investor relations

Briefing

Cricut reported a 5% increase in revenue and a decrease in net income by 81% compared to Q4 2020.

Cricut, Inc. reported its Q4 and full year 2021 financial results. The company's revenue reached $387.8 million, a 5% increase compared to Q4 2020. Total users grew to over 6.4 million, up 48% over Q4 2020. Paid subscribers climbed to over 2.0 million at end of 2021, up 56% over end of Q4 2020. Delivered 5th consecutive year of profitability with net income of $140.5 million; $211.6 million of EBITDA

  • Revenue was $387.8 million, up approximately 5% over Q4 2020.
  • Paid subscribers climbed to over 2.0 million at end of 2021, up 56% over end of Q4 2020.
  • Gross margin was 27.0%, down from 33.6% in Q4 2020.
  • Net income was $11.9 million, down approximately 81% over Q4 2020.

Headline financials

Total Revenue

$388M

Previous: $371M+4.5%
EPS (adj)

$0.05

Previous: -$0.44+111.4%
Paid Subscribers

2.0M

Previous: 1.3M+56.3%
Gross Margin

27.0%

Previous: 33.6%-19.6%
International Revenue Share

14.0%

Previous: 10.0%+40.0%
Net Income

$11.9M

Previous: $61.4M-80.6%
Operating Income

$25.8M

Previous: $79.6M-67.6%
Gross Profit

$105M

Previous: $125M-16.0%
Cash & Equivalents

$242M

Previous: $122M+97.7%
Total Assets

$1.01B

Previous: $581M+73.1%
Stock-Based Comp

$10.1M

Previous: $4.52M+124.0%

Revenue & EPS history

Cricut · Revenue · Quarterly

$388M

Q4 2021+4.5%vs Q4 2020
Beat estimate in 4 of 10 quarters(40%)
ActualEstimate

Revenue by segment

Cricut · $332M total across 2 segments · Q4 2021

  • Products
    $174M+6.7%
  • Platform
    $158M-7.5%

Forward guidance

The company's strong focus on profitable growth prioritizes user engagement and monetization in the short term, while investing in expanding the platform for longer term growth.

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 Q4 2021

Historical avgQ4 2021

+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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro