NASDAQ$CRSR

Corsair Gaming Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Corsair's financial performance declined compared to the same quarter last year, but showed growth in the Gamer and Creator Peripherals segment and completed the acquisition of Fanatec.

Corsair Gaming, Inc. reported a decrease in net revenue and a net loss for Q3 2024, with overall revenue down 16.2% year-over-year. However, the Gamer and Creator Peripherals segment saw a 13% increase in revenue. The company completed the acquisition of Fanatec and anticipates a strong 2025 with new product launches and a rebound in the components product lines.

  • Net revenue decreased by 16.2% to $304.2 million compared to Q3 2023.
  • Gamer and Creator Peripherals segment revenue increased by 13% year-over-year.
  • Net loss attributable to common shareholders was $58.4 million, or $0.56 per diluted share.
  • Completed the acquisition of the Fanatec Sim Racing brand to expand into the Sim Racing market.

Headline financials

Total Revenue

$304M

Previous: $363M-16.2%
EPS

-$0.56

Previous: $0.13-530.8%
Adjusted EBITDA

$4.83M

No prior period
Adjusted EBITDA Margin

1.6%

Previous: 6.3%-74.6%
Capital Expenditures

-$8.35M

Previous: -$10.8M+22.6%
Free Cash Flow

-$60.1M

Previous: -$13.9M-333.2%
Net Income

-$51.7M

Previous: -$3.08M-1579.4%
Operating Income

-$20.9M

Previous: -$758K-2663.1%
Gross Profit

$69.7M

Previous: $89.4M-22.0%
Cash & Equivalents

$58.9M

Previous: $145M-59.3%
Total Assets

$1.2B

Previous: $1.34B-10.1%
R&D Expense

$16.5M

Previous: $16.1M+2.6%
Stock-Based Comp

$7.42M

Previous: $7.83M-5.1%

Revenue & EPS history

Corsair · Revenue · Quarterly

$304M

Q3 2024-16.2%vs Q3 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 updated its financial outlook for the full year 2024, expecting revenue to improve with further improvement in adjusted EBITDA led by margin improvements, stabilized shipping costs, and tight operating expense controls.

Tailwinds

  • Revenue for the full year 2024 expected to be in the range of $1.25 billion to $1.35 billion.
  • Includes approximately $20 million of EBITDA-neutral revenue in Q4 2024 from the Fanatec acquisition.
  • Anticipates a further improvement in adjusted EBITDA.
  • Expects margin improvements.
  • Shipping costs are expected to stabilize.

Headwinds

  • Adjusted operating income is now expected to be in the range of $28 million to $43 million, compared to $48 million to $63 million previously.
  • Adjusted EBITDA is now expected to be in the range of $40 million to $55 million, compared to $60 million to $75 million previously.
  • The Company's Gaming Components and Systems business segment continues to show challenging results
  • Q2 through Q3 2024 was the trough for revenue and margins for our Gaming Components and Systems segment
  • Took additional cost saving actions, including a targeted workforce reduction

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 2024

Historical avgQ3 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

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