NASDAQ$CRSR

Corsair Gaming Inc · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Corsair reported financial results for the first quarter ended March 31, 2024, with Gamer and Creator segment achieving 20% year-over-year revenue growth and a record 40% gross margin.

Corsair Gaming, Inc. announced its Q1 2024 financial results, reporting a net revenue of $337.3 million. The Gamer and Creator Peripherals segment experienced a 20% year-over-year revenue increase. The company's gross margin reached a record 40%.

  • Net revenue was $337.3 million, compared to $354.0 million in the first quarter of 2023.
  • Net loss attributable to common shareholders was $12.5 million, or a net loss of $0.12 per diluted share.
  • Adjusted net income was $9.5 million, or $0.09 per diluted share.
  • Adjusted EBITDA was $18.0 million.

Headline financials

Total Revenue

$337M

Previous: $354M-4.7%
EPS

-$0.12

Previous: $0.11-209.1%
Gross Margin

25.7%

No prior period
Adjusted Operating Income

$15.4M

No prior period
Adjusted EBITDA

$18M

No prior period
Adjusted EBITDA Margin

5.3%

No prior period
Capital Expenditures

-$2.52M

Previous: -$4.68M+46.1%
Free Cash Flow

-$14.1M

Previous: -$6.69M-110.6%
Net Income

-$11.6M

Previous: -$2.01M-474.8%
Operating Income

-$10.2M

Previous: $1.04M-1085.4%
Gross Profit

$86.6M

Previous: $85.4M+1.4%
Cash & Equivalents

$128M

Previous: $179M-28.7%
Total Assets

$1.26B

Previous: $1.3B-3.1%
R&D Expense

$16.6M

No prior period
Stock-Based Comp

$7.69M

Previous: $7.25M+6.1%

Revenue & EPS history

Corsair · Revenue · Quarterly

$337M

Q1 2024-4.7%vs Q1 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Corsair · $90.4M total across 1 segment · Q3 2023

  • Gamer & Creator Peripherals
    $90.4M-6.7%

Forward guidance

Corsair reiterated its financial outlook for the full year 2024, expecting revenue growth to improve, along with further improvement in adjusted EBITDA, margin, and stable shipping costs.

Tailwinds

  • Net revenue to be in the range of $1.45 billion to $1.60 billion.
  • Adjusted operating income to be in the range of $92 million to $112 million.
  • Adjusted EBITDA to be in the range of $105 million to $125 million.
  • New products driving healthy peripherals growth.
  • Market share gains and margin expansion driven by new products.

Headwinds

  • Challenges such as increased freight costs stemming from turmoil in the Red Sea.
  • Resulting delays necessitating incremental air-shipments.
  • Demand was more subdued in the component market.
  • Current macroeconomic conditions, including the impacts of high inflation and risk of recession
  • The lingering impacts and future outbreaks of the COVID-19 pandemic

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 2024

Historical avgQ1 2024

+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