NASDAQ$CRSR

Corsair Gaming Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Corsair's financial performance declined in Q2 2024 due to a softer-than-expected self-built PC market, but the Gamer and Creator Peripherals segment showed strong growth.

Corsair Gaming reported a decrease in net revenue for Q2 2024, primarily due to a decline in the self-built PC market affecting the Gaming Components and Systems segment. However, the Gamer and Creator Peripherals segment experienced significant growth. The company is implementing cost-saving measures and expects revenue to improve in the second half of the year.

  • Net revenue decreased by 19.7% to $261.3 million compared to Q2 2023.
  • Gaming Components and Systems segment revenue declined, while Gamer and Creator Peripherals segment revenue increased by 19.6%.
  • Net loss attributable to common shareholders was $29.6 million, or a loss of $0.28 per diluted share.
  • Adjusted EBITDA was a loss of $1.2 million, compared to a profit of $17.8 million in Q2 2023.

Headline financials

Total Revenue

$261M

Previous: $325M-19.7%
EPS

-$0.28

Previous: $0.09-411.1%
Capital Expenditures

-$5.03M

Previous: -$7.46M+32.6%
Free Cash Flow

-$29.2M

Previous: -$11.9M-144.8%
Net Income

-$24.2M

Previous: -$4.48M-440.0%
Operating Income

-$24.7M

Previous: -$2.71M-810.6%
Gross Profit

$63.1M

Previous: $82.8M-23.8%
Cash & Equivalents

$92.2M

Previous: $181M-49.1%
Total Assets

$1.23B

Previous: $1.32B-6.4%
R&D Expense

$17.4M

No prior period
Stock-Based Comp

$8.01M

Previous: $8.17M-2.0%

Revenue & EPS history

Corsair · Revenue · Quarterly

$261M

Q2 2024-19.7%vs Q2 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 expects revenue to improve through 2024, with further improvement in adjusted EBITDA led by an additional improvement in margin, stabilized shipping costs and continued tight operating expense controls.

Tailwinds

  • Net revenue to be in the range of $1.25 billion to $1.35 billion.
  • Adjusted operating income to be in the range of $48 million to $63 million.
  • Adjusted EBITDA to be in the range of $60 million to $75 million.
  • Revenue is expected to improve through 2024
  • Further improvement in adjusted EBITDA is expected

Headwinds

  • Dependence on consumer spending power.
  • Exposure to inflation.
  • Dependence on new games and the timing of new graphics hardware.
  • The market for self-built PC components is a little softer than it was pre COVID.
  • High interest rates having a negative effect on high-value consumer purchases

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 2024

Historical avgQ2 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