Earnings summaries and quarterly performance for Corsair Gaming.
Executive leadership at Corsair Gaming.
Board of directors at Corsair Gaming.
Research analysts who have asked questions during Corsair Gaming earnings calls.
Aaron Lee
Macquarie
4 questions for CRSR
Also covers: AGS, DDI, GAMB +4 more
DW
Dong Wang
Nomura Instinet
2 questions for CRSR
Also covers: CDW, CLS, FLEX +6 more
AC
Andrew Crum
Stifel, Nicolaus & Company, Incorporated
1 question for CRSR
Also covers: HAS, HEAR, HZO +5 more
Colin Loyet
Baird
1 question for CRSR
CM
Colin Milliet
Baird
1 question for CRSR
Douglas Creutz
TD Cowen
1 question for CRSR
Also covers: EA, PLTK, TTWO +1 more
Recent press releases and 8-K filings for CRSR.
Corsair Outlines Strategic Vision for Enthusiast Lifestyle Platform and Growth Initiatives
CRSR
CEO Change
CFO Change
New Projects/Investments
- Corsair's strategic vision is to evolve from a premium hardware company into an enthusiast lifestyle platform, focusing on margin acceleration through product mix optimization, disciplined OpEx, and growing its direct-to-consumer business.
- The company is actively scaling its revenue platform by leveraging the Elgato product suite and marketplace (over two million active users generating recurring revenue), integrating the successful Fanatec acquisition, and investing in new areas like AI workstations and the $1 billion SIM racing market.
- New CFO Gordon Mattingly is focused on driving predictable growth, margin expansion, disciplined capital allocation, and greater transparency for investors.
- Despite market challenges such as semiconductor shortages, Corsair is confident in its ability to manage inventory and capitalize on opportunities through its diverse product portfolio and long-standing industry relationships.
Dec 10, 2025, 7:35 PM
Corsair Outlines Strategic Vision and Growth Priorities at Barclays Conference
CRSR
Revenue Acceleration/Inflection
New Projects/Investments
M&A
- Corsair is transitioning from a premium hardware company to an enthusiast lifestyle platform, aiming to build a connected ecosystem of hardware, software, and services for gaming, streaming, and content creation.
- Key priorities include margin acceleration, disciplined OPEX management, and expanding the direct-to-consumer business. The company also focuses on driving predictable growth and disciplined capital allocation.
- Growth opportunities are identified in recurrent revenue streams from the Elgato marketplace, which has over two million active users, and the Fanatec product suite. The SIM racing market is a $1 billion TAM in 2024 with continued momentum.
- Corsair is adapting to market challenges such as tariffs and semiconductor shortages by leveraging its manufacturing capabilities and focusing on product segments less dependent on memory. The company also sees AI adoption as a driver for demand in powerful edge computing solutions.
- M&A remains an integral part of the growth strategy, with a focus on channel acquisition and complementary brands, citing the successful integration of Fanatec.
Dec 10, 2025, 7:35 PM
Corsair Outlines Strategic Vision and Growth Priorities at Barclays Conference
CRSR
CEO Change
CFO Change
New Projects/Investments
- Corsair's CEO, Thi La, outlined a strategic vision to evolve the company from a premium hardware provider into an enthusiast lifestyle platform, focusing on a connected ecosystem of hardware, software, and services for gaming, streaming, and content creation.
- Key priorities include margin acceleration through product mix optimization, disciplined OpEx leveraging AI, and expanding the direct-to-consumer business. The company is also scaling its revenue platform by growing recurring revenue streams from Elgato and Fanatec services.
- CFO Gordon Mattingly emphasized driving predictable growth, margin expansion, disciplined capital allocation, and greater transparency for investors. He noted the Sim racing category is a $1 billion TAM in 2024 with significant growth potential.
- Despite near-term market challenges such as tariffs and semiconductor shortages, Corsair is adapting by introducing more affordable products and sees opportunities in non-memory dependent segments. The company is also leveraging AI internally and addressing the demand for powerful machines for AI applications with new solutions.
Dec 10, 2025, 7:35 PM
Corsair Reports Strong Q3 2025 Results and Provides Full-Year Guidance
CRSR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Corsair reported Q3 2025 Net Revenue of $345.8 million, a 13.7% increase year-over-year, and Adjusted Earnings per Share (Diluted) of $0.06, significantly up from ($0.29) in Q3 2024.
- For the first nine months of 2025, Net Revenue reached $1,035.6 million, a 14.7% increase year-over-year, with Adjusted EBITDA more than doubling to $47.0 million.
- Both the Gaming Components and Systems segment and the Gamer and Creator Peripherals segment achieved double-digit revenue growth in Q3 2025, increasing by 15.3% and 10.5% year-over-year, respectively.
- The company provided full-year 2025 guidance, projecting Net Revenue between $1.425 billion and $1.475 billion and Adjusted EBITDA between $85 million and $90 million.
- As of September 30, 2025, Corsair's cash position (excluding restricted cash) was $64.4 million, with net debt reported at $59.0 million.
Nov 4, 2025, 10:00 PM
Corsair Gaming Reports Strong Q3 2025 Results and Updates Full-Year Guidance
CRSR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Corsair Gaming reported Q3 2025 net revenue of $345.8 million, a 14% increase year-over-year, with gross profit rising 33.6% to $93.1 million and adjusted EBITDA increasing 236% to $16.2 million.
- The company delivered adjusted net income of $6.8 million, or $0.06 per diluted share for Q3 2025, a significant improvement from an adjusted net loss in the prior year period.
- Growth was primarily driven by the components and systems segment, which saw over 15% year-over-year revenue growth, fueled by demand for high-performance PC builds around NVIDIA 5000 series GPUs. The gamer and creator peripheral segment also contributed $112.7 million in net revenue.
- Corsair updated its full-year 2025 guidance, projecting net revenue between $1.425 billion and $1.475 billion, adjusted operating income between $76 million and $81 million, and adjusted EBITDA between $85 million and $90 million. This outlook reflects a conservative approach due to a tight DDR5 memory market and evolving customer spending patterns.
Nov 4, 2025, 10:00 PM
Corsair Gaming Reports Strong Q3 2025 Results and Updates Full-Year Guidance
CRSR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Corsair Gaming, Inc. reported strong Q3 2025 financial results, with revenue increasing 14% to $345.8 million and Adjusted EBITDA improving 236% to $16.2 million compared to Q3 2024.
- For the first nine months of 2025, the company's revenue grew 15% to $1.0 billion, and Adjusted EBITDA more than doubled, increasing 117% to $47.0 million year-over-year.
- Both the Gaming Components and Systems segment and the Gamer and Creator Peripherals segment experienced significant year-over-year growth, over 15% and over 10% respectively, driven by product demand and new launches, including those related to NVIDIA 5000 series GPUs.
- The company updated its full-year 2025 guidance, expecting net revenue in the range of $1.425 billion to $1.475 billion and Adjusted EBITDA between $85 million and $90 million, with a conservative Q4 outlook due to the DDR5 memory market.
Nov 4, 2025, 9:08 PM
Arlo Technologies Outlines Long-Term Subscriber and Revenue Growth Targets
CRSR
Revenue Acceleration/Inflection
Product Launch
New Projects/Investments
- Arlo Technologies is successfully transitioning to a services business, reporting $316 million in Annual Recurring Revenue (ARR), up 34%, and over 5 million paid subscribers.
- The company targets reaching 10 million paid subscribers and $700 million ARR, with operating margins exceeding 25%, potentially ahead of the initial 2030 timeline.
- Future subscriber growth is expected to be driven primarily by strategic accounts (B2B2C), contributing 60% of incremental subscribers, alongside continued growth from retail and direct channels.
- Arlo has demonstrated strong pricing power in its services, increasing Average Revenue Per User (ARPU) by over 50% to over $15 with minimal impact on churn, supported by an 85% service gross margin.
- A major hardware refresh is currently shipping, which is expected to reduce Costs of Goods Sold (COGS) by 20%-30%, while annual software updates, such as Arlo Secure 6, continue to enhance AI capabilities.
Sep 10, 2025, 9:25 PM
Corsair Gaming Discusses Strategic Priorities and Market Opportunities
CRSR
CEO Change
New Projects/Investments
Revenue Acceleration/Inflection
- Thi La assumed the role of CEO in July of this year (2025), outlining key strategic priorities including accelerating product cadence, unlocking margin opportunities through operational efficiency and M&A synergy, global expansion with a focus on Asia and Latin America, and enhancing the direct-to-consumer business, alongside investments in new categories such as sim equipment and AI workstations.
- The company is benefiting from market tailwinds, with NVIDIA 5000 series and AMD 9000 series GPU launches contributing to 30% growth in the gaming components and system segment in Q2. The sim racing market is estimated at $1 billion and growing at double digits annually, with Fanatec fully integrated and rolling out globally. Highly anticipated content, such as Grand Theft Auto VI, is also expected to drive hardware sales.
- Corsair has significantly reduced its debt from approximately $550 million to $125 million, with the debt recently extended for five more years, and prioritizes capital allocation for growth through internal product development and M&A, as well as maintaining a strong balance sheet.
- Internally, AI deployment has led to increased efficiency, with an AI tech support platform improving customer satisfaction by 10% since its launch about a year and a half ago. Externally, AI is being integrated into products like the ORIGIN PC AI workstation and Elgato teleprompter to enhance user experience.
Sep 10, 2025, 9:25 PM
Quarterly earnings call transcripts for Corsair Gaming.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more