NASDAQ$CRSR

Corsair Gaming Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Corsair reported solid Q4 2024 revenue and EBITDA results, driven by strong year-over-year growth in the Gaming and Creator segment.

Corsair Gaming, Inc. announced its financial results for the fourth quarter and full year ended December 31, 2024. The company reported net revenue of $413.6 million for Q4 2024, with a net income of $1.3 million. Adjusted EBITDA for the quarter was $33.1 million. For the full year 2024, net revenue was $1,316.4 million, and the company reported a net loss of $99.2 million.

  • Net revenue for Q4 2024 was $413.6 million, slightly down from $417.3 million in Q4 2023.
  • Gamer and Creator Peripherals segment revenue grew significantly to $169.6 million in Q4 2024, up from $136.8 million in Q4 2023.
  • Net income attributable to common shareholders was $1.3 million ($0.01 per diluted share) in Q4 2024.
  • Adjusted EBITDA for Q4 2024 was $33.1 million, compared to $33.7 million in Q4 2023.

Headline financials

Total Revenue

$414M

Previous: $417M-0.9%
EPS (adj)

$0.23

Previous: $0.22+4.5%
Gross Margin

26.2%

Previous: 24.6%+6.5%
Adjusted Operating Income

$31.7M

Previous: $31.8M-0.2%
Adjusted EBITDA

$33.1M

Previous: $33.7M-1.7%
Adjusted EBITDA Margin

8.0%

Previous: 8.1%-1.2%
Capital Expenditures

-$1.5M

Previous: -$1.98M+24.2%
Net Income

$1.34M

Previous: $7.58M-82.4%
Operating Income

$5.92M

Previous: $12.1M-51.1%
Gross Profit

$108M

Previous: $103M+5.4%
R&D Expense

$17M

Previous: $16.7M+1.4%

Revenue & EPS history

Corsair · Revenue · Quarterly

$414M

Q4 2024-0.9%vs Q4 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

For the full year 2025, Corsair expects revenue growth and an improvement in adjusted EBITDA, driven by improved margins and a rebound in demand for high-performance gear.

Tailwinds

  • Net revenue is expected to be in the range of $1.4 billion to $1.6 billion.
  • Adjusted operating income is expected to be in the range of $67 million to $87 million.
  • Adjusted EBITDA is expected to be in the range of $80 million to $100 million.
  • Expectations for continued growth in the Gamer and Creator Peripherals segment.
  • Anticipated rebound in the component business in the first half of 2025 with new GPU cards shipping in volume.

Headwinds

  • Certain non-GAAP measures in the financial outlook were not reconciled to GAAP measures due to the forward-looking basis.
  • Inability to predict with reasonable certainty the type and extent of certain items that would impact GAAP measures.
  • Such items may include stock-based compensation charges, amortization, and other items.
  • The unavailable information could have a significant impact on GAAP financial results.
  • The company does not intend to update its financial outlook until the next quarterly results announcement.

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 2024

Historical avgQ4 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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