NASDAQ$CRSR

Corsair Gaming Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Corsair reported Q4 2023 financial results, with a 16% YoY revenue growth in Gamer and Creator Peripherals and 6% growth in total FY23 revenue.

Corsair Gaming, Inc. announced its Q4 and full year 2023 financial results, showing a 16% year-over-year increase in Gamer and Creator Peripherals revenue for Q4 2023. The company's overall performance for the full year was also strong, with overall growth of 11% in the last three quarters of 2023.

  • Net revenue was $417.3 million, compared to $398.7 million in Q4 2022.
  • Net income attributable to common shareholders was $6.2 million, or $0.06 per diluted share, compared to net income of $12.5 million, or $0.12 per diluted share, in Q4 2022.
  • Adjusted net income was $23.2 million, or $0.22 per diluted share, compared to $20.7 million, or $0.20 per diluted share, in Q4 2022.
  • Adjusted EBITDA was $33.7 million, compared to $32.0 million in Q4 2022.

Headline financials

Total Revenue

$417M

Previous: $399M+4.7%
EPS (adj)

$0.22

Previous: $0.20+10.0%
Gross Margin

24.6%

No prior period
Adjusted Operating Income

$31.8M

No prior period
Adjusted EBITDA

$33.7M

No prior period
Adjusted EBITDA Margin

8.1%

No prior period
Capital Expenditures

-$1.98M

Previous: $6.47M-130.6%
Net Income

$7.58M

Previous: $7.12M+6.4%
Operating Income

$12.1M

Previous: $13.6M-11.1%
Gross Profit

$103M

Previous: $97.9M+4.9%
R&D Expense

$16.7M

No prior period
Stock-Based Comp

$7.63M

Previous: $5.28M+44.4%

Revenue & EPS history

Corsair · Revenue · Quarterly

$417M

Q4 2023+4.7%vs Q4 2022
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’s financial outlook reflects cautious optimism. Corsair expects revenue growth to improve through 2024, with a 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 $1.45 billion to $1.60 billion.
  • Adjusted operating income to be in the range of $92 million to $112 million.
  • Adjusted EBITDA to be in the range of $105 million to $125 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 Q4 2023

Historical avgQ4 2023

+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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