GM

GameStop Corp. stock research

Apr 29, 2023

FY2023 Q1

GameStop (GME) Gross Margin — Quarter Ended Apr 29, 2023

Revenue and gross profit both decreased compared to the prior quarter and the same quarter last year. Gross margin improved relative to both periods, as the decline in cost of revenue was proportionally larger than the decline in revenue.

Gross margin takeaway

Quarter ended Apr 29, 2023 · FY2023 Q1

Revenue and gross profit both decreased compared to the prior quarter and the same quarter last year. Gross margin improved relative to both periods, as the decline in cost of revenue was proportionally larger than the decline in revenue.

  • Gross margin strengthened sequentially and year-over-year, driven by a lower cost of revenue relative to revenue. The relationship between revenue and cost of revenue was the primary observable factor.
  • Compared to the immediately preceding quarter, revenue was lower and gross profit was lower, but gross margin was higher. Compared to the same quarter one year earlier, revenue was lower and gross profit was lower, while gross margin was higher.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

23.2%

Gross profit

$287.3M

Revenue

$1.2B

Cost of revenue

$949.8M

Quarter-over-quarter change

+0.8 pts

Year-over-year change

+1.6 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Jan 28, 2023$2.2B$499.8M$1.7B22.4%
Apr 29, 2023$1.2B$287.3M$949.8M23.2%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Jan 28, 2023

+0.8 pts

Year-over-year change

Apr 30, 2022

+1.6 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

Gross margin strengthened sequentially and year-over-year, driven by a lower cost of revenue relative to revenue. The relationship between revenue and cost of revenue was the primary observable factor.

Compared to the immediately preceding quarter, revenue was lower and gross profit was lower, but gross margin was higher. Compared to the same quarter one year earlier, revenue was lower and gross profit was lower, while gross margin was higher.

Monitor the trajectory of cost of revenue relative to revenue in upcoming quarters to assess whether the gross margin improvement can be sustained.