CRSR
Corsair Gaming, Inc.6.18
-0.04-0.64%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
658.63MP/E (TTM)
-Basic EPS (TTM)
-0.33Dividend Yield
0%Recent Filings
8-K
10-Q
8-K
10-Q
Q2 FY2025 results
Corsair Gaming posted solid Q2 momentum, with net revenue climbing 22.5% year-over-year to $320.1M, fueled by a 30.2% surge in Gaming Components and Systems from fresh GPU and CPU launches, while Gamer and Creator Peripherals grew 8.9% thanks to Fanatec integration. Gross margin expanded to 26.8% from 24.1%, driven by better product mix and lower inventory reserves, yet operating loss narrowed to $16.9M from $24.7M as SG&A rose with volume. Diluted EPS improved to $(0.16) from $(0.28), aligning with 105.9M shares; net loss trailed operating by $3.4M mainly from foreign exchange hits. Cash hit $104.6M after $48.9M operating inflow, with free cash flow at $43.2M (derived) and debt refinanced to $125M term loan at 6.3% effective rate, revolver fully available sans covenants breach. Fanatec closed September 2024 for $43.7M cash, adding $3.6M goodwill and $15.1M intangibles over 6-15 years. Tariffs pose ongoing supply chain risks.
8-K
Strong Q2 revenue growth
Corsair Gaming reported robust Q2 2025 results on August 7, with revenue surging 23% to $320 million and gross profit climbing 36% to $85.9 million, fueled by 30% growth in gaming components amid NVIDIA and AMD GPU launches. Adjusted EBITDA flipped to $8.1 million from a $1.2 million loss, while margins expanded on better product mix and efficiency. Tariffs pose a risk, but mitigation keeps impacts minimal. Momentum builds.
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