Circut | Results Presentation Deck | 30 slides

Cricut · 2022-03
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Slide inventory

30
every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Attention
02
other
Open slide detailBeat · Attention
03
front_matter
Open slide detailBeat · Attention
04
Includes a footnote regarding EBITDA reconciliation and stock-based compensation.summarize
Open slide detailBeat · NeedLoop · Logic Chain
05
Includes a 'Did you know?' callout at the bottom.analyze_data
Open slide detailBeat · NeedLoop · Logic Chain
06
The central cycle includes 'Acquisition', 'Engagement', and 'Sharing'.present_framework
Open slide detailBeat · NeedLoop · Logic Chain
07
Slide highlights global reach and diversification of retail channels.summarize
Open slide detailLoop · Logic Chain
08
Includes screenshots of Instagram and TikTok interfaces.summarize
Open slide detailLoop · Logic Chain
09
summarize
Open slide detailLoop · Logic Chain
10
Includes screenshots of the Cricut platform showing featured artists and project library.analyze_data
Open slide detailLoop · Logic Chain
11
present_solution
12
present_solution
13
summarize
14
transition
15
Includes a 'Did you know?' callout regarding consecutive years of GAAP profitability.analyze_data
Open slide detailBeat · Satisfaction
16
The chart compares quarterly (Q4) and full-year (FY) performance, highlighting 2-year growth metrics.analyze_data
Open slide detailBeat · Satisfaction
17
The slide uses a 2-year growth percentage callout for each metric.summarize
Open slide detailBeat · Satisfaction
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ARPU = Average Revenue Per Useranalyze_data
Open slide detailBeat · Satisfaction
19
The chart shows gross margin percentages for three segments over six time periods. The text provides qualitative context for the fluctuations observed in Q4 202analyze_data
Open slide detailBeat · Satisfaction
20
The chart displays both absolute dollar amounts for operating expenses and the percentage breakdown of R&D, S&M, and G&A relative to total revenue.analyze_data
Open slide detailBeat · Satisfaction
21
The slide uses a dual-chart layout to compare two key financial metrics over time, including margin percentages at the bottom.analyze_data
Open slide detailBeat · Satisfaction
22
Includes a footnote explaining EBITDA adjustments and stock-based compensation.analyze_data
Open slide detailBeat · Satisfaction
23
analyze_data
Open slide detailBeat · Satisfaction
24
transition
Open slide detailBeat · ActionLoop · Cost Of Inaction
25
The chart compares actual 2021 quarterly revenue against a hypothetical scenario based on historical pre-pandemic seasonality.analyze_data
Open slide detailBeat · ActionLoop · Cost Of Inaction
26
analyze_data
Open slide detailBeat · ActionLoop · Cost Of Inaction
27
front_matter
Open slide detailBeat · ActionLoop · Cost Of Inaction
28
appendix
Open slide detailBeat · ActionLoop · Cost Of Inaction
29
The slide includes a footnote explaining a shift in focus from EBITDA to operating margins starting in 2022.analyze_data
Open slide detailBeat · ActionLoop · Cost Of Inaction
30
Includes detailed footnote regarding stock-based compensation and one-time expenses.analyze_data
Open slide detailBeat · ActionLoop · Cost Of Inaction