NASDAQ$CRSR

Corsair Gaming Inc · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Corsair reported first quarter 2023 financial results, showing a decrease in net revenue but an improvement in adjusted EBITDA compared to the same period last year.

Corsair's Q1 2023 results showed a decrease in net revenue to $354.0 million from $380.7 million in Q1 2022. However, the company improved its adjusted EBITDA by 33% year-over-year, reaching $20.6 million. The gaming components and systems segment grew, while the gamer and creator peripherals segment declined. Corsair is maintaining its full-year outlook for revenue and expects improved adjusted EBITDA.

  • Net revenue decreased to $354.0 million compared to $380.7 million in the first quarter of 2022.
  • Gaming components and systems segment net revenue increased to $265.0 million from $246.5 million year-over-year.
  • Gamer and creator peripherals segment net revenue decreased to $88.9 million from $134.1 million year-over-year.
  • Adjusted EBITDA increased to $20.6 million, a 33% improvement compared to $15.4 million in the first quarter of 2022.

Headline financials

Total Revenue

$354M

Previous: $381M-7.0%
EPS (adj)

$0.11

Previous: $0.09+22.2%
Capital Expenditures

-$4.68M

Previous: -$4.37M-7.1%
Free Cash Flow

-$6.69M

Previous: -$7.24M+7.6%
Net Income

-$2.01M

Previous: -$2.87M+30.0%
Operating Income

$1.04M

Previous: -$2.49M+141.7%
Gross Profit

$85.4M

Previous: $90.8M-5.9%
Cash & Equivalents

$179M

Previous: $29M+516.7%
Total Assets

$1.3B

Previous: $1.32B-1.7%
Stock-Based Comp

$7.25M

Previous: $5.15M+40.8%

Revenue & EPS history

Corsair · Revenue · Quarterly

$354M

Q1 2023-7%vs Q1 2022
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Corsair · $88.9M total across 1 segment · Q1 2023

  • Gamer & Creator Peripherals
    $88.9M-33.7%

Forward guidance

Corsair reiterated its outlook for the full year 2023, expecting revenue to be flat to slightly up compared to 2022, with an improvement in adjusted EBITDA.

Tailwinds

  • Net revenue for the full year 2023 is expected to be in the range of $1.35 billion to $1.55 billion.
  • Adjusted operating income to be in the range of $75 million to $95 million.
  • Adjusted EBITDA to be in the range of $90 million to $110 million.
  • Expects an improvement for the full year 2023 in adjusted EBITDA led by an improvement in margin.
  • Expects normalized shipping costs and continued tight operating expense controls.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+3.8%

Avg return

Earnings day

+4.5%

Avg return

5 days after

+5.8%

Avg return

30 days after

62%

18 / 29 earnings

Positive

+48.3%

Q4 2025

Best reaction

-21.9%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.0%+4.7%+27.1%
Q4 2025+48.3%+21.7%+16.2%
Q3 2025-3.8%-0.2%+0.0%
Q1 2025-0.3%+21.1%+33.4%
Q4 2024+25.9%+23.0%+5.8%
Q3 2024-0.4%+2.5%+8.7%
Q2 2024-21.9%-22.4%-15.1%
Q1 2024-7.5%-7.1%+0.6%
Q4 2023+1.6%+0.1%-9.0%
Q3 2023-6.6%-5.1%+2.5%
Q2 2023-10.0%-10.0%-12.9%
Q1 2023+8.4%+7.0%+6.8%
Q4 2022+9.0%+15.7%+5.2%
Q3 2022+18.4%+32.0%+38.1%
Q2 2022+5.0%+5.4%-9.6%
Q1 2022-6.3%-10.2%-3.4%
Q4 2021+10.4%+8.6%+6.5%
Q3 2021+5.7%+5.3%-12.3%
Q2 2021-5.5%-3.1%-0.5%
Q1 2020+1.7%+0.7%+1.7%
Q1 2021+1.7%+0.7%+1.7%
Q1 2019+2.8%+3.1%+1.1%
Q4 2018+2.8%+3.1%+1.1%
Q2 2020+2.8%+3.1%+1.1%
Q2 2019+2.8%+3.1%+1.1%
Q4 2020-7.2%-6.4%-26.4%
Q3 2019+10.7%+10.9%+32.5%
Q4 2019+10.7%+10.9%+32.5%
Q3 2020+10.7%+10.9%+32.5%
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro