Key Takeaways Expanding into premium, high-margin product categories and direct-to-consumer channels is driving sustained revenue growth, gross margin expansion, and operational efficiency. Demand for creator equipment and next-gen gaming technology continues to accelerate, supporting innovation, market share gains, and stronger financial performance.Read more
Key Takeaways Accelerated gaming hardware cycles and AI-enhanced creator tools are driving sustained revenue and margin growth, deepening ecosystem lock-in across gaming and content creation. International expansion, Fanatec integration, and AI-native products are opening new high-margin revenue streams, strengthening operational leverage and long-term earnings power.Read more
Key Takeaways Increasing shift to cloud gaming and commoditization pressures threaten Corsair's core hardware business, risking declining revenue growth and profit margins. Reliance on traditional PC markets and limited diversification expose the company to earnings volatility amid changing gamer preferences and geopolitical risks.Read more
Corsair Gaming, Inc., together with its subsidiaries, designs and sells gaming and streaming peripherals, components, and systems in Europe, the Middle East, North Africa, North America, Latin America, and the Asia Pacific. The company operates in two segments, Gamer and Creator Peripherals, and Gaming Components and Systems. It offers gamer and creator peripherals, including gaming keyboards, mice, headsets, and controllers; and streaming products, such as capture cards, stream decks, microphones and audio interfaces, facecam streaming cameras, studio accessories, sim racing products, gaming furniture, and others. The company also provides gaming components and systems comprising power supply units, cooling solutions, computer cases, SSD, and dynamic random access memory modules, as well as pre- and custom-built gaming personal computers and laptops, and gaming monitors. In addition, it offers personal computer gaming software, which includes software platforms, including iCUE for gamers and Elgato streaming suite for content creators, as well as digital services. The company sells its products through e-retail, retail, and direct-to-consumer channels, as well as distributors. The company was formerly known as Corsair Components (Cayman) Ltd and changed its name to Corsair Gaming, Inc. in 2018. Corsair Gaming, Inc. was incorporated in 1994 and is headquartered in Milpitas, California.
