DIY software firm Cricut's Q3 revenue beats estimates on rise in paid subscribers

Reuters11-05
DIY software firm Cricut's Q3 revenue beats estimates on rise in paid subscribers

Overview

  • Cricut Q3 2025 revenue of $170.4 mln beats analyst expectations

  • Net income for Q3 2025 rises 79% yr/yr to $20.5 mln

  • Company repurchased 441,000 shares, with $46.9 mln left in buyback program

Outlook

  • Cricut is accelerating investments in product development and marketing to drive growth

  • Company is navigating uncertainties introduced by tariffs

Result Drivers

  • SUBSCRIBER GROWTH - Paid subscribers increased by 6% to over 3 million, boosting platform revenue

  • CONNECTED MACHINE REVENUE - Connected machine revenues rose 12%, indicating strong demand for hardware

  • INTERNATIONAL EXPANSION - International revenue increased by 5%, driven by increased awareness in global markets

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Beat

$170.43 mln

$157.30 mln (3 Analysts)

Q3 Net Income

$20.51 mln

Q3 Basic EPS

$0.10

Q3 Gross Profit

$94.09 mln

Q3 Income From Operations

$22.65 mln

Q3 Pretax Profit

$25.63 mln

Analyst Coverage

  • The current average analyst rating on the shares is "sell" and the breakdown of recommendations is no "strong buy" or "buy", no "hold" and 4 "sell" or "strong sell"

  • The average consensus recommendation for the integrated hardware & software peer group is "buy."

  • Wall Street's median 12-month price target for Cricut Inc is $4.25, about 25.9% below its November 3 closing price of $5.35

  • The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 21 three months ago

Press Release: ID:nGNX86n0js

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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