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Mar 31, 2021

GoPro Q1 2021 Earnings Report

Announced first quarter 2021 results with revenue up 71% year-over-year and GoPro.com revenue increased 224% year-over-year.

Key Takeaways

GoPro's Q1 2021 saw significant growth with revenue reaching $204 million, a 71% increase year-over-year. GoPro.com's revenue surged by 224%, capturing 40% of total revenue. The company also surpassed one million subscribers in April and launched the Quik App subscription.

Revenue for Q1 2021 was $204 million, up 71% year-over-year.

GAAP gross margin for Q1 2021 was 38.6%, up 640 basis points year-over-year.

Q1 2021 GAAP net loss was $10 million, or $0.07 per share, compared to a net loss of $64 million or $0.43 per share in Q1 2020.

GoPro.com generated $82 million in revenue in Q1 2021, up 224% year-over-year.

Total Revenue
$204M
Previous year: $119M
+70.6%
EPS
$0.03
Previous year: -$0.34
-108.8%
Gross Profit
$78.7M
Previous year: $38.4M
+104.8%
Cash and Equivalents
$297M
Previous year: $117M
+152.7%
Free Cash Flow
-$26.6M
Total Assets
$717M
Previous year: $623M
+15.1%

GoPro

GoPro

Forward Guidance

GoPro anticipates continued growth and profitability through new products, subscription services, and direct-to-consumer strategies.

Positive Outlook

  • Planned growth and expansion of total addressable market through new products and subscription services.
  • Increased profitability in 2021 and beyond.
  • Effective management of shift of sales strategy to focus on direct-to-consumer channel.
  • Ability to increase the number of and retain existing paying subscribers.
  • Continued focus on expense management.

Challenges Ahead

  • Risk that revenue growth or profitability may not be achieved or sustained.
  • Risk that reduction in operating expenses may impact ability to meet business objectives and achieve revenue targets.
  • Risk that growing direct-to-consumer business while reducing reliance on other sales channels could impact profitability.
  • Impact of the COVID-19 pandemic and its effect on the United States and global economies and our business in particular.
  • Any inability to successfully manage frequent product introductions and transitions, including managing sales channel and inventory, and accurately forecasting future sales.