NASDAQ$CRSR

Corsair Gaming Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Corsair's financial performance declined due to macroeconomic headwinds and channel inventory correction.

Corsair Gaming, Inc. reported a decrease in net revenue to $283.9 million, in line with preliminary estimates, reflecting macroeconomic challenges and channel inventory adjustments. The company faced an operating loss of $55.0 million and a net loss per diluted share of $0.62. Despite these challenges, Corsair is implementing cost reduction measures and remains optimistic about long-term growth and innovation in the gaming hardware sector.

  • Net revenue was $283.9 million, aligning with preliminary estimates but down from $472.9 million year-over-year.
  • Operating loss was $55.0 million, a significant decrease compared to the operating income of $34.7 million in the same quarter last year.
  • Net loss per diluted share was $0.62, a decline from net income per diluted share of $0.28 in the second quarter of 2021.
  • The company is taking proactive measures to reduce operating expenses and manage inventory, expecting a demand recovery by year-end.

Headline financials

Total Revenue

$284M

Previous: $473M-40.0%
EPS (adj)

-$0.20

Previous: $0.36-155.6%
Capital Expenditures

-$11.9M

Previous: -$4.89M-143.6%
Free Cash Flow

-$63.9M

Previous: $22.9M-379.8%
Net Income

-$52M

Previous: $27.7M-287.5%
Operating Income

-$55M

Previous: $34.7M-258.3%
Gross Profit

$36.5M

Previous: $130M-72.0%
Cash & Equivalents

$35.9M

Previous: $135M-73.4%
Total Assets

$1.23B

Previous: $1.38B-10.6%
Stock-Based Comp

$6.09M

Previous: $4.77M+27.7%

Revenue & EPS history

Corsair · Revenue · Quarterly

$284M

Q2 2022-40%vs Q2 2021
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Corsair · $89M total across 1 segment · Q2 2022

  • Gamer & Creator Peripherals
    $89M-42.6%

Forward guidance

For the full year 2022, Corsair expects net revenue to be in the range of $1.35 billion to $1.45 billion, adjusted operating income to be in the range of $35 million to $50 million, and adjusted EBITDA to be in the range of $50 million to $65 million.

Tailwinds

  • Net revenue to be in the range of $1.35 billion to $1.45 billion.
  • Adjusted operating income to be in the range of $35 million to $50 million.
  • Adjusted EBITDA to be in the range of $50 million to $65 million.
  • Company expects demand for products to recover well as they finish the year.
  • Company looks forward to an exciting 2023.

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 2022

Historical avgQ2 2022

+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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