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Sep 30, 2023

Cricut Q3 2023 Earnings Report

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.

Key Takeaways

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.

Total Revenue
$175M
Previous year: $177M
-1.2%
EPS
$0.08
Previous year: $0.06
+33.3%
Gross Margin
46.8%
Paid Subscribers
2.7M
Previous year: 2.5M
+8.0%
International Revenue Share
21%
Previous year: 15.6%
+34.6%
Gross Profit
$81.9M
Previous year: $81.8M
+0.1%
Cash and Equivalents
$72.6M
Previous year: $124M
-41.6%
Free Cash Flow
$30.3M
Total Assets
$719M
Previous year: $920M
-21.8%

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%.

Revenue & Expenses

Visualization of income flow from segment revenue to net income