Logotype for Cricut Inc

Cricut (CRCT) investor relations material

Cricut Goldman Sachs Communicopia + Technology Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Cricut Inc
Goldman Sachs Communicopia + Technology Conference 2025 summary10 Sep, 2025

Business evolution and platform growth

  • Transitioned from die-cutting machines to a connected platform, now with a robust subscription business and ongoing monetization through machines, subscriptions, and accessories.

  • Platform segment represents 47% of sales and 70% of gross profits, with paid subscribers up 7% year over year to over 3 million.

  • Subscription growth driven by new features and improved value, including premium tools and over 1 million makable images.

  • Recapturing lapsed subscribers through improved payment processes and feature innovation.

  • Physical products remain market-leading in connected machines, while accessories and materials face increased competition and price pressure.

Product innovation and user engagement

  • Launched Cricut Explore® 4 and Maker® 4, offering double cutting speed and new color options, with positive reception and bundled sales strategy.

  • Value Line materials introduced for better economics and longer lengths, targeting high-volume users and responding to competitive pressures.

  • Engagement initiatives focus on simplifying the user journey and making the platform more intuitive, with AI-driven features in beta.

  • Active user engagement is a top priority, with recent trends showing stabilization after previous declines.

  • Investments in both hardware and software aim to broaden the market and improve the maker experience.

Marketing, demand trends, and seasonality

  • Marketing spend increased by $20 million, with ongoing elevated investment through 2025 to drive awareness and user growth.

  • Sell-out data and statistical models used to measure marketing ROI, with a shift toward education and conversion-focused campaigns.

  • Consumer demand affected by seasonality and pull-forward effects, with ongoing assessment of incremental versus rebalanced demand.

  • Paid subscriber growth is strongest in Q4 and Q1 due to holiday seasonality, with softness expected in Q2 and Q3.

Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Cricut earnings date

Logotype for Cricut Inc
Q3 20254 Nov, 2025
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Cricut earnings date

Logotype for Cricut Inc
Q3 20254 Nov, 2025

The essential earnings season companion

The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Cricut is a leading provider of personalization solutions for beginners and professionals. The industry innovator and adoption leader offers a robust creative ecosystem powered by the DIY revolution and a community of over 15 million users around the globe. Cricut’s technology solution provides endless possibilities for creating something unique—from designing and cutting custom apparel in their own homes to making one-of-a-kind party favors, greeting cards, and personalized gifts. This creativity platform gives consumers self-expression through DIY craft products, including die-cutting machines, accessories, and more than 50,000 images in the library of designs as well as a suite of digital tools that are all accessible via an online app (Cricut Design Space).

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage