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sair Gaming(CRSR) - 2024 Q1 - Quarterly Results
2024-05-08 04:05
Exhibit 99.1 Corsair Gaming Reports First Quarter 2024 Financial Results Achieved 20% Year-Over-Year Revenue Growth in Gamer and Creator Segment with Record 40% Gross Margin MILPITAS, CA, May 7, 2024 – Corsair Gaming, Inc. (Nasdaq: CRSR) (“Corsair” or the “Company”), a leading global provider and innovator of high-performance products for gamers, streamers, content-creators, and gaming PC builders, today announced financial results for the first quarter ended March 31, 2024. First Quarter 2024 Select Financ ...
Corsair Gaming: Gaming Peripheral Space Leader, A Speculative Buy
Seeking Alpha· 2024-03-08 14:34
janiecbros/E+ via Getty Images The gaming peripheral and component space has had a rough past few years. After an incredible Covid-19 induced boom in 2020 and 2021, the recent past has been difficult for the computer and peripheral space. However, after a period of weakness from Corsair Gaming (NASDAQ:CRSR), the stock fundamentals are now poised to improve into 2024 and 2025. After a period of cyclical digestion with many who needed components having already bought them, the market has bottomed out and is a ...
CORSAIR Expands iCUE LINK Ecosystem with Performance-Focused RX Series Fans
Businesswire· 2024-02-27 22:00
Corsair Gaming, Inc. (Nasdaq: CRSR) today launched the iCUE LINK RX Series of PC cooling fans, further expanding the company's groundbreaking iCUE LINK ecosystem. This launch marks a significant step in the evolution of Corsair's portfolio of DIY components, reinforcing the company’s dedication to innovation and excellence in the dynamic DIY PC market. (Photo: Business Wire) Corsair Gaming, Inc. (Nasdaq: CRSR) today launched the iCUE LINK RX Series of PC cooling fans, further expanding the company's groundb ...
sair Gaming(CRSR) - 2023 Q4 - Annual Report
2024-02-27 00:00
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-39533 Corsair Gaming, Inc. (Exact name of registrant as specified in its charter) Delaware 82-2335306 (State or other jurisdiction of ...
Bold Bets: 7 ‘Black Sheep' Stock Picks for the Maverick Investor
InvestorPlace· 2024-02-21 02:39
非传统股票投资机会 - 一些非传统的股票可能会给投资者带来新的机会[1] Corsair Gaming (CRSR) - Corsair Gaming (CRSR)是一家设计和销售各种计算机产品的公司,尽管其营收在过去三年呈现负增长,但在2021年至2022年间有所改善[4][5] Roblox (RBLX) - Roblox (RBLX)是一家视频游戏开发公司,虽然股价表现平平,但在全球视频游戏市场规模增长的趋势下,有望迎来复苏[7][8][10] Veolia (VEOEF) - Veolia (VEOEF)是一家涉及水管理、废物管理和能源服务的法国跨国公司,其在淡化海水转为饮用水方面的技术备受关注,未来市场潜力巨大[11][12][13] Marcus (MCS) - Marcus (MCS)是一家经营酒店和影院的公司,其影院分布在美国中西部州,有望受益于远离昂贵大都市地区的趋势[15][16] Petco (WOOF) - Petco (WOOF)是一家宠物零售和服务专业公司,尽管股价在过去一年下跌,但预计美国宠物市场销售额将继续增长,为公司带来机会[18][19][20] Sturm Ruger (RGR) - Sturm Ruger (RGR)是一家枪支制造商,尽管行业受到争议,但拥有大量枪支持有者,可能在未来政治环境下获得支持[21][22][23] Funko (FNKO) - Funko (FNKO)是一家生产授权和限量版流行文化收藏品的公司,尽管财务状况有所起伏,但随着就业市场的增长,有望重振旗鼓[25][26][27]
Corsair Gaming (CRSR) Stock Down on Q4 Earnings & Revenue Miss
Zacks Investment Research· 2024-02-15 01:36
Corsair Gaming, Inc. (CRSR) reported mixed fourth-quarter 2023 results, with earnings and revenues missing the Zacks Consensus Estimate. However, the top and the bottom line increased on a year-over-year basis. The upside was backed by strong demand for new products, reduced promotional activities and improved inventory levels. Also, strong Gamer and Creator Peripherals segment performance added to the positive. The company returned to target inventory levels in the channel and warehouses, with some categor ...
sair Gaming(CRSR) - 2023 Q4 - Earnings Call Transcript
2024-02-14 08:26
财务数据和关键指标变化 - 2023年全年收入增长6.2%至14.6亿美元,第四季度收入为4.17亿美元 [3][5] - 2023年全年调整后EBITDA增加一倍至9.51亿美元,第四季度调整后EBITDA为3.37亿美元 [5][6] - 2023年全年调整后净利润增加两倍至5830万美元,第四季度调整后净利润为2320万美元 [5][6] 各条业务线数据和关键指标变化 - 游戏外设业务第四季度收入为1.37亿美元,全年收入为3.95亿美元,同比下降10% [5] - 游戏硬件及系统业务第四季度收入为2.81亿美元,全年收入为10.65亿美元,同比增长14% [5] - 内存产品第四季度收入为1.46亿美元,全年收入为5.17亿美元,同比增长3% [5] 各个市场数据和关键指标变化 - 欧洲市场占第四季度收入的38.6%,较第三季度的36.5%有所回升 [5] - 亚太地区市场占第四季度收入的9.9%,较预期疲弱 [5] 公司战略和发展方向及行业竞争 - 公司将继续通过新产品推出、扩大定制化和个性化服务、进入新品类如模拟赛车和移动控制器等来增加市场份额 [4][18] - 公司预计未来几年内将实现收入超过20亿美元、EBITDA利润率达到两位数的目标 [4] - 公司预计行业将进入新一轮增长周期,公司有望从中受益 [4] - 公司将继续通过并购来支持增长,2024年将保持并购活跃 [4] 管理层对经营环境和未来前景的评论 - 2023年前三个季度收入增长11%,第四季度受益于库存恢复正常和节日消费旺季 [3][4] - 2024年上半年增长主要来自外设业务,下半年整体业务有望加速增长 [6] - 公司预计2024年收入在14.5亿-16亿美元之间,调整后EBITDA在10.5亿-12.5亿美元之间 [6] - 公司看好未来几年的行业增长前景,有信心实现收入和利润的双位数增长 [4]
sair Gaming(CRSR) - 2023 Q4 - Earnings Call Presentation
2024-02-14 07:28
业绩总结 - 公司全年净收入增长6%,达到417亿美元[12] - 公司2023财年净收入达到1459.9亿美元,同比增长6.2%[19] - 2023财年游戏组件和系统部门净收入为10.65亿美元,同比增长13.6%[20] - 2023财年游戏和创作者外围设备部门净收入为3.949亿美元,同比下降9.8%[20] - 2023财年调整后的EBITDA为3400万美元[22] - 2024财年净营收预计为14.5-16亿美元[23] - 2024财年调整后的营运收入预计为9200-1.12亿美元[23] - 2024财年调整后的EBITDA预计为1.05-1.25亿美元[23] 用户数据 - 每一代人都在玩更多的游戏,其中千禧一代和Z一代玩家占比最高[9] 未来展望 - 公司长期目标为2024年中点指引为15.25亿美元,长期目标为20亿至25亿美元的营收[17] 新产品和新技术研发 - 2023年是PC游戏的强劲年份,新技术和成功的游戏发布[8] - 预计2025年将推出新一代显卡,PC建造市场将迎来下一波增长[8] 市场扩张和并购 - 台湾的定制中心已全面投入运营,定制的SCUF产品已交付给全球客户,并实现了10%的价格溢价[14] 负面信息 - 2023财年游戏和创作者外围设备部门净收入为3.949亿美元,同比下降9.8%[20] 其他新策略和有价值的信息 - 公司使用非GAAP财务指标来评估经营绩效和趋势,并做出规划决策[25] - 非GAAP调整后的营业收入为31792千美元,较上一季度的19629千美元增长61.9%[29] - 非GAAP调整后的净收入为23192千美元,较上一季度的13364千美元增长73.6%[30] - 非GAAP调整后的调整后的EBITDA为33725千美元,较上一季度的23016千美元增长46.5%[31]
2 Stocks to Buy From a Promising Gaming Industry
Zacks Investment Research· 2024-02-07 00:00
游戏行业趋势 - Zacks游戏行业受益于年轻人口的增加,特别是来自年轻人口的访问量和每次访问的支出增加[1] - Macau的游戏收入增长对推动行业发展起到了重要作用[1] - 美国商业游戏收入创下纪录,2022年赌博收入达到了604.2亿美元[5] 运营策略改进 - 运营商采用了有纪律的运营策略,通过简化业务流程、改进营销方法和与供应商和第三方重新谈判合同来提高服务质量和员工水平[4] 法律合规推动行业增长 - 体育博彩是一个主要的推动因素,多个州的体育博彩合法化正在推动行业增长[6] 行业前景展望 - Zacks行业排名显示游戏行业前景看好,排名在251个Zacks行业中处于前42%[7] - 行业在过去一年中表现优于标普500指数和更广泛的Zacks消费自由部门[12] 估值和股票推荐 - 游戏行业的估值显示行业目前处于折价状态,与整体市场相比[14] - Corsair Gaming和Golden Entertainment是值得关注的两只游戏股票[16][17]
Corsair to move Origin PC production to its Atlanta Facility
Businesswire· 2024-02-02 22:00
The move follows the successful completion of the state-of-the-art Corsair facility in Taiwan, now in full production and capable of delivering personalized game controllers globally. Corsair’s Atlanta facility has also undergone expansion to add capacity for production and warehousing, providing a strategic opportunity for Origin’s and all other Corsair’s products to scale. “We’re incredibly excited about the expansion of customization and personalization capability in our portfolio," said Andy Paul, CEO, ...