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$Cricut(CRCT)$ abdiel走了以后终于没有抛压了,业务来说connected machines一年不如一年,但是靠着存量和订阅渗透增加利润。
同时比较大的转变是机器毛利变高,估计是从促销打折变成了市场推广,需要看看电话会议纪要才知道。
最后亮点是mgmt对股东的友好程度,特殊分红加常规分红的政策,和回购授权,给股东有个交代。
也算是得过且过吧(逢高出)…

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05-09 13:30

分析师提问,去年毛利受库存清理和减值影响
“Hi, this is Angus Keller on for AG&E. So there’s been a lot of noise in the hard goods product segment on gross margin with these stock-outs last quarter and connected machines, some clearance reserves last year in M. and now with the reporting style shift, do you think you could share some thoughts on what type of margin profile you see out of that segment going forward over both the short term and the long term?
Kimball Shill: And then I have a follow-up, I guess thanks for the question. First And Ted, I’d call out that in our prepared remarks, we talked about expectations for full year operating margins being similar to last year and that if you look at our our platform margins. They are very stable over time and consistently are at 88.8% for the quarter, down down slightly from last quarter as we have more amortized software costs that flow through from COGS for our platform margin. And so if you take those two points, that should help you set expectations for what and product margins will be higher for the year going forward.”