Corsair Gaming, Inc. · NASDAQ:CRSR
Corsair Gaming — Q3 2026 Earnings Presentation
51 slides from Corsair Gaming's earnings presentation, Nov 5, 2026
Slide 1: Q3 Investor Presentation November 2026
Q3 INVESTOR PRESENTATION NOVEMBER 2026
Slide 2: Disclaimer
DISCLAIMER Forward-Looking Statements This press release contains express and implied forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including, but not limited to, statements regarding the Company’s financial outlook for the fourth quarter 2026
Slide 3: Corsair at a Glance
CORSAIR AT A GLANCE Trailing 12-month Trailing 12-month Trailing 12-month ADJUSTED Market Leader in REVENUE(2) GROSS PROFIT(2) EBITDA(1)(2)(3) Gamer + Creator $1,473M $463M $128M Peripherals and Performance PC +2% YoY +19% YoY +60% YoY Ecosystem Products sold in Founded in NASDAQ NPS Score4 70+ 1994
Slide 4: One Platform. Every Pursuit.
One Platform. Every Pursuit. CORSAIR is building one platform for digital enthusiasts to play, create, train, and build. Our software and advance components let each customer tune performance to their own use case and scale up as their needs grow. CORSAIR INVESTOR PRESENTATION :|NOVEMBER NOVEMBER202
Slide 5: Powered By Passion. Dedicated To Play.
Powered By Passion. Dedicated To Play. CORSAIR’s mission is to design and deliver high-quality, high-performance PC components, streaming solution, and Sim Racing gear that empower gamers, creators, and builders worldwide. CORSAIR INVESTOR PRESENTATION :|NOVEMBER NOVEMBER2026 2026
Slide 6: Quarter Highlights
QUARTER HIGHLIGHTS CORSAIR Q3 2026 $367.0M NET REVENUE, +6% YoY $17M above the high end of the guided range of $320M to $350M $97.8M GROSS PROFIT, +5% YoY First nine months of 2026 +13%, $318.1M $22.4M ADJUSTED EBITDA(1), +38% YoY $1.4M above the high end of the guided range of $18.0M to $21.0M $0.1
Slide 7: Market Opportunity
MARKET OPPORTUNITY CORSAIR INVESTOR PRESENTATION | NOVEMBER 2026
Slide 8: Double-Digit TAM Growth in Our Core Markets
DOUBLE-DIGIT TAM GROWTH IN OUR CORE MARKETS The global high-performance gaming and creator products market is projected to grow at a ~16% CAGR from ‘24-30 ~$257bn (2030)(estimated) ~$107bn (2024) Global Gaming PC and Hardware Global Gaming PC and Peripherals Market Hardware Peripherals Market CAGR:
Slide 9: Additional Growth Opportunities in Emerging Categories
ADDITIONAL GROWTH OPPORTUNITIES IN EMERGING CATEGORIES ~$439bn (2030)(estimated) ~$57bn (2024) Racing Simulators Racing Simulators $1.28bn CAGR: 15.5% CAGR: 15.5% $0.54bn Broadcast Hardware Market Broadcast Hardware Market CAGR: 6.8% $8bn $5.4bn CAGR: 6.8% AI Workstations Market AI Workstations CAGR
Slide 10: Financial Update
FINANCIAL UPDATE CORSAIR INVESTOR PRESENTATION | NOVEMBER 2026
Slide 11: Q3 2026 – Solid Revenue and Profit Growth
Q3 2026 – SOLID REVENUE AND PROFIT GROWTH REVENUE GROSS PROFIT ADJUSTED EBITDA (1) ADJUSTED EPS (diluted) (1) +6% YoY +5% YoY +38% YoY +$0.07 YoY $367.0M $97.8M $22.4M $0.13 $367.0 $345.8 $22.4 $304.2 $16.2 $4.8 Q3 24 Q3 25 Q3 26 Q3 24 Q3 25 Q3 26 Revenue in $ Millions Adjusted EBITDA in $ Millions
Slide 12: Gross Profit Expansion, Cost Control Drive Profit Growth
GROSS PROFIT EXPANSION, COST CONTROL DRIVE PROFIT GROWTH $1,441 $1,460 $1,443 $1,449 $1,472 $1,457 $1,451 $1,473 $128 $1,390 $1,408 $122 $1,379 $1,348 $1,349 $1,320 $1,316 $114 $101 $93 $95 $93 $80 $80 $74 $69 $59 $55 $55 $52 Q1 23 Q2 23 Q3 23 Q4 23 Q1 24 Q2 24 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 Q4 25 Q1
Slide 13: Growth in Higher Margin Gamer and Creator Peripherals
GROWTH IN HIGHER MARGIN GAMER AND CREATOR PERIPHERALS $517 $521 $497 $492 $503 $473 $478 $486 $428 $440 $413 $393 $382 $395 $376 Q3 26 REVENUE +3% YoY $116.5M Q1 23 Q2 23 Q3 23 Q4 23 Q1 24 Q2 24 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 Q3 26 Trailing 12-month Revenue in $ Millions 44.9% 40.8%
Slide 14: Consistent Leadership in Gaming Components and Systems
CONSISTENT LEADERSHIP IN GAMING COMPONENTS AND SYSTEMS $1,065 $1,065 $1,008 $1,030 $956 $951 $952 $980 $954 $952 $922 $935 $880 $871 $844 Q3 26 REVENUE +7% YoY $250.5M Q1 23 Q2 23 Q3 23 Q4 23 Q1 24 Q2 24 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 Q3 26 Trailing 12-month Revenue in $ Millions 30
Slide 15: Seven Consecutive Quarters of Progress
SEVEN CONSECUTIVE QUARTERS OF PROGRESS TTM Gamer and Creator Peripherals Quarterly Gross Profit Quarterly Adjusted EBITDA(1) (2) Segment Revenue Growth (in $ Millions) (in $ Millions) +62% +34% YoY YoY 54 145 +13% 497 503 486 517 497 521 YoY 473 492 478 +21% 478 486 +18% +34% +5% +58% YoY YoY 428 44
Slide 16: Cash and Debt Summary
CASH AND DEBT SUMMARY ($ in millions) 30-Sep-26 Cash (Excluding restricted cash) $134.6 Term Loan (face value) $117.2 Total Debt $117.2 Net Debt -$17.4 CORSAIR INVESTOR PRESENTATION | NOVEMBER 2026
Slide 17: Financial Guidance
FINANCIAL GUIDANCE CORSAIR INVESTOR PRESENTATION | NOVEMBER 2026
Slide 18: Financial Guidance Q4 2026
FINANCIAL GUIDANCE(1) Financial Metrics Q4 2026 Guidance Net Revenue $420 - $450 million Adjusted EBITDA $38 - $42 million Non-GAAP EPS $0.26 – $0.31 (1) Given the number of risk factors, uncertainties and assumptions, many of which are referenced in slide 2, actual results may differ materially. We
Slide 19: Financial Guidance 2026
FINANCIAL GUIDANCE(1) Financial Metrics 2026 Guidance Net Revenue $1.456 - $1.486 billion Adjusted EBITDA $127 - $131 million Non-GAAP EPS $0.89 - $0.94 (1) Given the number of risk factors, uncertainties and assumptions, many of which are referenced in slide 2, actual results may differ materially.
Slide 20: Business Update
BUSINESS UPDATE CORSAIR INVESTOR PRESENTATION | NOVEMBER 2026
Slide 21: Play
PLAY
Slide 22: Play
PLAY For gamers who want more customization and immersive experience, we delivered a series of products. 〉 SABRE v3 PRO with PureVector Built with Aimlabs. Mouse sensitivity is personalized to each player. In testing, accuracy and aim speed improved by up to 33%. 〉 VOXARA A premium USB gaming microp
Slide 23: Sabre v3 Pro
SABRE v3 PRO PUREVECTOR ULTRALIGHT WIRELESS ERGO GAMING MOUSE › PureVector improves aim speed by up to 81ms, 33% faster, works in any game › Sculpted asymmetric right-hand form at 41g for elite FPS play › True wireless 8,000Hz hyper-polling with a best-in-class Nordic 54-series MCU › CORSAIR MARKSMA
Slide 24: Aimlabs PureVector: Personalized Aiming Technology
AIMLABS PUREVECTOR: PERSONALIZED AIMING TECHNOLOGY 〉 Developed with Aimlabs, PureVector is a patented, CORSAIR-exclusive technology that personalizes mouse sensitivity to compensate for individual aiming biases. Profiles save directly to the mouse for use in any game, without a background app. 〉 Tes
Slide 25: Sabre v3 Pro Testimonials
SABRE v3 PRO "With the light weight, excellent grip, and PureVector, aiming feels much easier to control. I think it will be especially effective in FPS games, and I'm also looking forward to using it in League of Legends." - Raptor, MVP & Winner 2026 Demacia Cup Global Invitational “One of the best
Slide 26: Gumayusi Collection
Worlds Finals MVP in 2025 GUMAYUSI Three-Time Worlds Champion 2023-2025 All-Pro 1st Team Spring 2022-2023 LCK Champion Spring 2022 I’LL PROVE IT, EVERY GAME 〉 Developed with three-time League of Legends World Champion Gumayusi, this limited-edition collection pairs his signature style with CORSAIR p
Slide 27: Corsair x Arc Raiders
CORSAIR x ARC RAIDERS GEAR UP TO GO TOPSIDE 〉 This officially licensed ARC RAIDERS collection unites CORSAIR, SCUF and Elgato with themed keyboards, mice, headsets, mouse pads, controllers and Stream Deck. 〉 Qualifying purchases unlock exclusive in-game items, connecting players’ setups with their a
Slide 28: Nemesis Pro
NEMESIS PRO 8K PC WIRELESS PERFORMANCE CONTROLLER › Up to 8,000Hz polling in both 2.4GHz wireless and wired USB-C modes deliver ultra-responsive PC gaming with sub-1ms input performance › TMR thumbsticks deliver smooth, precise control and are designed to resist the physical wear that can lead to st
Slide 29: Create
CREATE CRC
Slide 30: Create
CREATE For streamers and content creators who want to create anywhere, we expanded beyond the desk and into a new category with our first wireless mobile microphone. 〉 ELGATO WAVE GO A clip-on and handheld mic in one system. Clip it to your shirt or slot it into the handle, and switch modes in secon
Slide 31: Build and Compute
• CRC BUILD AND COMPUTE
Slide 32: Build and Compute
BUILD AND COMPUTE For enthusiasts building high-performance PCs and professionals running AI workloads, we delivered a new rugged steel PC case. 〉 WARTHOG WARTHOG is a rugged steel PC case inspired by the Vengeance C70, combining bold industrial styling with exceptional airflow, upgradeability, and
Slide 33: The Corsair Advantage
THE CORSAIR ADVANTAGE CORSAIR INVESTOR PRESENTATION | NOVEMBER 2026
Slide 34: The Industry Is Evolving
THE INDUSTRY IS EVOLVING Gaming, creation and AI computing are converging into one digital workspace. Customers increasingly expect connected hardware, intelligent software and seamless workflows. The opportunity is expanding beyond gamers to creators, developers and AI early adopters. CORSAIR INVES
Slide 35: Our Vision
OUR VISION CORSAIR is building the platform where digital enthusiasts play, create, train and build. Our customers rely on high-performance hardware, intelligent software and immersive experiences to perform at their best. Our ecosystem and customization capability become more valuable as customers
Slide 36: The Corsair Ecosystem
THE CORSAIR ECOSYSTEM CORSAIR INVESTOR PRESENTATION | NOVEMBER 2026
Slide 37: Four Corsair Customer Journeys
FOUR CORSAIR CUSTOMER JOURNEYS Powered by one connected ecosystem PLAY CREATE TRAIN BUILD & COMPUTE › CORSAIR GAMING › ELGATO › FANATEC › CORSAIR COMPONENTS › SCUF GAMING › TRAK RACER › CORSAIR PRO › ORIGIN PC CORSAIR INVESTOR PRESENTATION | NOVEMBER 2026
Slide 38: The Corsair Platform
THE CORSAIR PLATFORM Each new product strengthens the value of the ecosystem. PERFORMANCE LAYER CONTROL LAYER INTELLIGENCE LAYER › Premium PC Components › Stream Deck Eco System › AI Workstations › Prebuilt Performance Computers › iCUE PC Control Software › Personalization › High Speed Input Devices
Slide 39: Diversified Portfolio of Leading Brands
DIVERSIFIED PORTFOLIO OF LEADING BRANDS Together, our brands form a powerful ecosystem for gamers, creators, and enthusiasts around the world. GAMING COMPONENTS AND SYSTEMS GAMER AND CREATOR PERIPHERALS High-Performance PC Hardware for advance gaming and computing Empowering creators and studios wor
Slide 40: The Corsair Flywheel
THE CORSAIR FLYWHEEL Customer enters through 1 any of our categories. AI and seamless control deliver value. 5 2 Connected software increases engagement. Higher loyalty and lifetime 3 value drive sustainable 4 Cross-brand adoption growth. expands the ecosystem. CORSAIR INVESTOR PRESENTATION : AUGUST
Slide 41: The Stream Deck Control Ecosystem
THE STREAM DECK CONTROL ECOSYSTEM Small improvements build momentum over time, leading to accelerated growth. WHAT IS STREAM DECK? 100%+ YoY in 1H26 Elgato Marketplace Revenue & › Control software + visual Transactions hardware button interface More Developers More › Customizable LCD key display – m
Slide 42: Elgato Marketplace
ELGATO MARKETPLACE Elgato Marketplace is a flywheel and digital platform where Creators, Streamers, YouTubers, and Professionals discover and purchase thousands of plugins, overlays, and workflow tools that enhance their content and productivity. Meanwhile, developers can monetize the assets they bu
Slide 43: Trusted Brand
TRUSTED BRAND Our customers appreciate the value we deliver NPS SCORE* 64.5 Score Range Label What It Means 70+ World-class The brand now has loyal fan base 50-70 Excellent The brand is delivering standout experiences 30-50 Great The brand is delighting customers consistently 20-30 Good The brand is
Slide 44: Over 100 Awards for Innovation, Quality and Performance
OVER 100 AWARDS FOR INNOVATION, QUALITY AND PERFORMANCE Our award-winning product portfolio is consistently recognized by experts. Excellent CORSAIR INVESTOR PRESENTATION | NOVEMBER 2026
Slide 45: Appendix
APPENDIX CORSAIR INVESTOR PRESENTATION | NOVEMBER 2026
Slide 46: Use of Non-GAAP Financial Measures
USE OF NON-GAAP FINANCIAL MEASURES To supplement the financial results presented in accordance with GAAP, this presentation includes certain non-GAAP financial information, including Adjusted Operating Income (Loss), Adjusted EBITDA, Adjusted Net Income (Loss) and Adjusted Net Income (Loss) per Dilu
Slide 47: GAAP to Non-GAAP Reconciliations
GAAP TO NON-GAAP RECONCILIATIONS Non-GAAP Operating Income (Loss) Reconciliations (Unaudited, in thousands, except percentages) Three Months Ended September 30, 2026 2025 Operating income (loss) - GAAP $ (1,641) $ (5,627) Amortization 8,917 10,110 Stock-based compensation 6,502 5,187 One-time costs
Slide 48: GAAP to Non-GAAP Reconciliations
GAAP TO NON-GAAP RECONCILIATIONS Non-GAAP Net Income (Loss) and Net Income (Loss) Per Share Reconciliations (Unaudited, in thousands, except per share amounts) Three Months Ended September 30, 2026 2025 Net income (loss) attributable to common stockholders of Corsair Gaming, Inc. (1) $ (2,461) $ (9,
Slide 49: GAAP to Non-GAAP Reconciliations
GAAP TO NON-GAAP RECONCILIATIONS Adjusted EBITDA Reconciliations (Unaudited, in thousands, except percentages) Three Months Ended September 30, 2026 2025 Net income (loss) - GAAP $ (2,387) $ (10,392 ) Amortization 8,917 10,110 Stock-based compensation 6,502 5,187 One-time costs related to legal and
Slide 50: GAAP to Non-GAAP Reconciliations
GAAP TO NON-GAAP RECONCILIATIONS TTM ADJUSTED EBITDA RECONCILIATIONS (unaudited, in thousands) CORSAIR INVESTOR PRESENTATION | NOVEMBER 2026
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