NASDAQ$CRSR

Corsair Gaming Inc · Q3 2020 earnings

Q3 2020 earnings · · Investor relations

Briefing

Corsair grew significantly, driven by increased demand for gaming and content creation gear.

Corsair reported a strong third quarter with net revenue increasing by 60.7% year-over-year. The company's growth was fueled by rising demand for gaming and streaming products, leading to stock shortages at major retailers. Corsair is focused on ramping up its supply chain to meet the continued high demand.

  • Net revenue increased by 60.7% year-over-year, reaching $457.1 million.
  • Gamer and creator peripherals segment net revenue increased by 128.8% year-over-year, reaching $161.6 million.
  • Gaming components and systems segment net revenue increased by 38.3% year-over-year, reaching $295.5 million.
  • Net income was $36.4 million, or $0.40 per diluted share, compared to net income of $1.5 million in the same period a year ago, or $0.02 per diluted share.

Headline financials

Total Revenue

$457M

Previous: $771M-40.7%
EPS (adj)

$0.54

Previous: -$0.19+384.2%
Gross Margin

28.0%

No prior period
Adjusted Operating Income

$61.4M

No prior period
Adjusted EBITDA

$63.7M

No prior period
Adjusted EBITDA Margin

13.9%

No prior period
Capital Expenditures

-$5.07M

Previous: $7M-172.4%
Free Cash Flow

$31.3M

Previous: -$5.87M+633.1%
Net Income

$36.4M

Previous: $1.52M+2293.5%
Operating Income

$49.7M

Previous: $11M+353.6%
Gross Profit

$128M

Previous: $60.2M+112.4%
Cash & Equivalents

$116M

No prior period
Total Assets

$1.26B

No prior period
Stock-Based Comp

$1.63M

Previous: $2.81M-42.0%

Revenue & EPS history

Corsair · Revenue · Quarterly

$457M

Q3 2020-40.7%vs Q3 2019
Beat estimate in 4 of 4 quarters(100%)
ActualEstimate

Revenue by segment

Corsair · $457M total across 2 segments · Q3 2020

  • Gaming Components & Systems
    $296M+38.3%
  • Gamer & Creator Peripherals
    $162M+128.8%

Forward guidance

For the full year 2020, Corsair expects net revenue to be in the range of $1,616 million to $1,631 million, adjusted operating income to be in the range of $178 million to $184 million, and adjusted EBITDA to be in the range of $187 million to $193 million.

Tailwinds

  • Net revenue to be in the range of $1,616 million to $1,631 million.
  • Adjusted operating income to be in the range of $178 million to $184 million.
  • Adjusted EBITDA to be in the range of $187 million to $193 million.

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 Q3 2020

Historical avgQ3 2020

+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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