CRCT 最新10-Q变化

相对上期新增的文字 · 来源:10-Q · 2026-08-05

• On February 20, 2026, the U.S. Supreme Court ruled that IEEPA tariffs were unauthorized. Following the ruling, CBP established a phased refund process through its CAPE functionality. In April 2026, we submitted a refund request for eligible IEEPA tariff entries through the initial phase of the CAPE …

• Three Months Ended June 30,ChangeSix Months Ended June 30,Change

• Platform revenue increased by $4.3 million, or 5%, to $85.0 million for the three months ended June 30, 2026, from $80.7 million for the three months ended June 30, 2025. The increase was driven by an increase in Paid Subscribers from 3.0 million as of June 30, 2025 to 3.1 million as of June 30, 202…

• Products revenue decreased by $20.1 million, or 22%, to $71.3 million for the three months ended June 30, 2026, from $91.4 million for the three months ended June 30, 2025. The decrease was primarily driven by lower sales volume and lower average selling prices from increased promotional activity co…

• Platform revenue increased by $9.1 million, or 6%, to $169.8 million for the six months ended June 30, 2026, from $160.7 million for the six months ended June 30, 2025. The increase was driven by an increase in Paid Subscribers from 3.0 million as of June 30, 2025 to 3.1 million as of June 30, 2026.

相对上期删除的文字 · 来源:10-Q · 2026-05-06

• On February 20, 2026, the U.S. Supreme Court ruled that U.S. tariffs imposed under the International Emergency Economic Powers Act ("IEEPA") on goods imported into the U.S. were unauthorized. Following the ruling, U.S. Customs and Border Protection (“CBP”) established a phased refund process through…

• Platform revenue increased by $4.8 million, or 6%, to $84.8 million for the three months ended March 31, 2026, from $80.0 million for the three months ended March 31, 2025. The increase was driven by an increase in Paid Subscribers from 3.0 million as of March 31, 2025 to nearly 3.1 million as of Ma…

• Products revenue decreased by $7.9 million, or 10%, to $74.7 million for the three months ended March 31, 2026, from $82.6 million for the three months ended March 31, 2025. The decrease was primarily driven by lower average net selling prices on Products compared to the prior year.

• Platform cost of revenue increased by $0.7 million, or 8%, to $9.4 million for the three months ended March 31, 2026, from $8.7 million for the three months ended March 31, 2025. The increase was primarily driven by increases in hosting fees and digital content costs.

• Gross margin for Platform was 89% for the three months ended March 31, 2026, and 89% for the three months ended March 31, 2025.

相对上期删除的文字 · 来源:10-Q · 2026-05-06

• Managing our inventory supply chain, including manufacturing and component lead time, is complex and exposes us to risk.

• To ensure adequate inventory supply, we must forecast inventory needs and expenses and place orders with our contract manufacturers and component suppliers sufficiently in advance, based on our estimates of future demand for particular products. Failure to accurately forecast our needs may result in…

• If we overestimate our production requirements, we or our contract manufacturers may purchase excess components and build excess inventory. If we, or our contract manufacturers at our request, purchase excess components that are unique to our products or build excess products, we could be required t…