•
Dec 31, 2022

Cricut Q4 2022 Earnings Report

Cricut faced macroeconomic challenges and excess channel inventory, impacting revenue despite growth in users and paid subscribers.

Key Takeaways

Cricut reported a decrease in revenue for Q4 2022 compared to the previous year, with challenges in connected machine and accessories/materials revenue. However, subscriptions revenue increased, and the company maintained profitability. The total user base and paid subscribers continued to grow.

Revenue decreased to $280.8 million compared to $387.8 million in Q4 2021.

Subscriptions revenue increased to $71.1 million from $55.7 million in Q4 2021.

Gross margin increased to 29.8% compared to 27.0% in Q4 2021.

Diluted earnings per share was flat year over year at $0.05.

Total Revenue
$281M
Previous year: $388M
-27.6%
EPS
$0.05
Previous year: $0.05
+0.0%
Gross Margin
29.8%
Previous year: 27%
+10.4%
International Revenue Share
19%
Previous year: 14%
+35.7%
Gross Profit
$83.6M
Previous year: $105M
-20.2%
Cash and Equivalents
$225M
Previous year: $242M
-6.9%
Total Assets
$950M
Previous year: $1.01B
-5.6%

Cricut

Cricut

Cricut Revenue by Segment

Cricut Revenue by Geographic Location

Forward Guidance

Cricut will continue to take a conservative planning approach in 2023, while managing for small, incremental operating margin improvement and healthy cash flow.

Revenue & Expenses

Visualization of income flow from segment revenue to net income