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90-Day Engaged Users
Number of unique users who have actively used a Cricut machine, app, or design platform in the past 90 days, reflecting how often customers return and the size of the engaged base that drives consumable purchases and subscription renewals. Growth here signals strong user stickiness and recurring revenue potential; declines warn of weakening demand and lower future consumable sales.Engagement follows a clear holiday spike and post‑holiday dip, but the peak amplitudes and post‑season baselines have flattened and edged down recently, indicating user-growth momentum has stalled. Management’s stronger onboarding, new product introductions and rising ARPU/platform revenue show Cricut is monetizing its base better even as engagement plateaus, but expected Q2/Q3 seasonality, product-margin pressures and tariff risks mean user stability—not growth—will likely cap near‑term upside.
Date | 90-Day Engaged Users |
|---|---|
Jun 30, 2026 | 3.49M |
Mar 31, 2026 | 3.35M |
Dec 31, 2025 | 3.69M |
Sep 30, 2025 | 3.42M |
Jun 30, 2025 | 3.48M |
Mar 31, 2025 | 3.37M |
Dec 31, 2024 | 3.81M |
Sep 30, 2024 | 3.53M |
Jun 30, 2024 | 3.54M |
Mar 31, 2024 | 3.53M |