NASDAQ$CRSR

Corsair Gaming Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Corsair reported record revenue and profit in the second quarter of 2021.

Corsair Gaming, Inc. announced financial results for the second quarter ended June 30, 2021, with net revenue of $472.9 million, a 24.3% increase year-over-year. The company reported a net income of $27.7 million, or $0.28 per diluted share.

  • Net revenue increased by 24.3% year-over-year, reaching $472.9 million.
  • Gamer and creator peripherals segment net revenue increased by 40.9% year-over-year, totaling $155.2 million.
  • Gaming components and systems segment net revenue increased by 17.6% year-over-year, amounting to $317.7 million.
  • Net income was $27.7 million, or $0.28 per diluted share.

Headline financials

Total Revenue

$473M

Previous: $380M+24.3%
EPS (adj)

$0.36

Previous: $0.27+33.3%
Gross Margin

27.6%

Previous: 27.6%+0.0%
Adjusted EBITDA

$51.6M

Previous: $49.6M+4.0%
Adjusted EBITDA Margin

10.9%

No prior period
Capital Expenditures

-$4.89M

Previous: $1.16M-522.3%
Free Cash Flow

$22.9M

Previous: $72.4M-68.5%
Net Income

$27.7M

Previous: $22.6M+22.8%
Operating Income

$34.7M

Previous: $36.4M-4.7%
Gross Profit

$130M

Previous: $105M+24.1%
Cash & Equivalents

$135M

Previous: $111M+20.9%
Total Assets

$1.38B

No prior period
Stock-Based Comp

$4.77M

Previous: $1.55M+207.6%

Revenue & EPS history

Corsair · Revenue · Quarterly

$473M

Q2 2021+24.3%vs Q2 2020
Beat estimate in 5 of 7 quarters(71%)
ActualEstimate

Revenue by segment

Corsair · $155M total across 1 segment · Q2 2021

  • Gamer & Creator Peripherals
    $155M+40.9%

Forward guidance

For the full year 2021 our outlook remains unchanged from Q1 2021

Tailwinds

  • Net revenue to be in the range of $1.9 billion to $2.1 billion.
  • Adjusted operating income to be in the range of $235 million to $255 million.
  • Adjusted EBITDA to be in the range of $245 million to $265 million.

Headwinds

  • We are also continuing to invest in future growth to maintain our high new product launch rate
  • During the second quarter, we experienced higher than expected costs for logistics, and we expect logistics costs to remain elevated in the third quarter.
  • Shutdowns from the ongoing pandemic in several large regions we operate in also negatively impacted our operations.

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 Q2 2021

Historical avgQ2 2021

+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

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