Cricut, Inc. (CRCT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

SA Transcripts158.8K FollowersFollow5ShareSaveCommentsQ4: 2026-03-03 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallTranscriptEPS of $0.04 beats by $0.01 | Revenue of $203.60M (-2.73% Y/Y) beats by $3.65M Cricut, Inc. (CRCT) Morgan Stanley Technology, Media & Telecom Conference 2026 March 4, 2026 6:20 PM EST Company Participants Jim Suva - Senior Vice President of Finance, Treasurer & Investor RelationsKimball Shill - Chief Financial Officer Conference Call Participants Erik Woodring - Morgan Stanley, Research Division Presentation Erik WoodringMorgan Stanley, Research Division Good afternoon, guys, day 3 of the Morgan Stanley TMT Conference. I appreciate you guys joining us. My name is Erik Woodring. I lead the U.S. IT hardware coverage here. I'm pleased to be joined by Cricut, Kimball Shill, CFO; Jim Suva, Treasurer, SVP of Finance and IR. Welcome to the conference guys. Thank you for joining us. Before we get started, we got to do this little disclaimer. So for important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. And then Jim from your side, please? Jim SuvaSenior Vice President of Finance, Treasurer & Investor Relations And I would refer you to the Cricut Investor Relations website where we have our safe harbor statements, and I refer you to our most recently published 10-Q and 10-K for our risks and uncertainty statements. And with that, Erik, let's get things going. Question-and-Answer Session Erik WoodringMorgan Stanley, Research Division Perfect. Let's get going. So first of all, thank you guys for joining us. A lot to talk about quick turnover from last night where you reported earnings, and that's probably the best place to start for us. So I imagine a lot of people listening were here at the conference. Can you maybe just touch on the most important and salient points from the report last night and help the audience better understand the high-level message for 2026?