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Jun 30, 2023

Cricut Q2 2023 Earnings Report

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

Key Takeaways

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.

Total Revenue
$178M
Previous year: $184M
-3.3%
EPS
$0.07
Previous year: $0.06
+16.7%
Gross Margin
49.3%
Previous year: 46.5%
+6.0%
Paid Subscribers
2.7M
Previous year: 2.4M
+12.5%
International Revenue Share
18%
Previous year: 13.2%
+36.4%
Gross Profit
$87.7M
Previous year: $85.4M
+2.6%
Cash and Equivalents
$286M
Previous year: $148M
+93.6%
Total Assets
$898M
Previous year: $947M
-5.1%

Cricut

Cricut

Cricut Revenue by Segment

Cricut Revenue by Geographic Location

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.

Revenue & Expenses

Visualization of income flow from segment revenue to net income