Corsair Gaming, Inc. · NASDAQ:CRSR
Corsair Gaming — Q2 2026 Earnings Presentation
51 slides from Corsair Gaming's earnings presentation, Aug 6, 2026
Slide 1: Q2 Investor Presentation
Q2 INVESTOR PRESENTATION AUGUST 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 third quarter 2026
Slide 3: 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 : AUGUST 2026
Slide 4: 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 : AUGUST 2026
Slide 5: Corsair At A Glance
CORSAIR AT A GLANCE Trailing 12-month Trailing 12-month Trailing 12-month Market Leader in REVENUE(2) GROSS PROFIT(2) ADJUSTED EBITDA(1)(2)(3) Gamer + Creator $1,451M $458M $122M Peripherals and Performance PC +3% YoY +25% YoY +78% YoY Ecosystem Products sold in Founded in NASDAQ NPS Score4 70+ 1994
Slide 6: 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 & studios world
Slide 7: 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 8: 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 : AUGUST 2026
Slide 9: The Corsair Advantage
THE CORSAIR ADVANTAGE
Slide 10: 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 11: 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. AI enablement drives deeper customer usage, increasing the value of our softw
Slide 12: 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 : AUGUST 2026
Slide 13: 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 › ICUE PC Control Software › Personalization Computers › Bitfocus Show Control ›
Slide 14: 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 15: 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 16: 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 17: Market Opportunity
MARKET OPPORTUNITY
Slide 18: 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) ~$107bn (2024) Global Gaming PC and Hardware Global Gaming PC and Peripherals Market Hardware Peripherals Market CAGR: 12.9% $141b
Slide 19: Additional Growth Opportunities In Emerging Categories
ADDITIONAL GROWTH OPPORTUNITIES IN EMERGING CATEGORIES ~$439bn (2030) ~$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: 42.8% $43
Slide 20: Business Update
B U S I N E S S U P D AT E CORSAIR CONFIDENTIAL
Slide 21: Play
PLAY
Slide 22: Corsair x GTA VI
N E W G A M E R E L E A S E CORSAIR x GTA VI › GTA VI is estimated to be #1 selling title across essentially every major platform. Estimated to sell up to 51 million copies the first week of launch*, and up to 85 million the first year.** › While we expect console launch this year to fuel headset, g
Slide 23: Corsair x Invincible VS
N E W P R O D U C T L A U N C H CORSAIR x INVINCIBLE VS N O VA B L A D E P R O W I R E L E S S › With Rapid Trigger and FlashTap SOCD, the NOVABLADE PRO WIRELESS delivers the frame-perfect control you need to land ground-shattering combos instantly. › With anti-fray stitched edges paired with an ant
Slide 24: Omega Controller
N E W P R O D U C T L A U N C H OMEGA CONTROLLER › Officially Licensed PlayStation® 5 performance controller, engineered for seamless integration and low-latency connectivity. › Designed to meet Sony’s exacting performance standards for input response, power management, and wireless stability you ca
Slide 25: Train
TRAIN
Slide 26: Trak Racer Acquisition
› We completed the acquisition of Trak Racer, expanding Fanatec’s sim › The combined portfolio is expected to enable more complete ecosystem racing ecosystem with complementary hardware while broadening solutions, simplify the buying experience, and drive greater attachment Trak Racer's global distr
Slide 27: Partnership
PARTNERSHIP › Fanatec has entered into a new licensing partnership with Nissan to develop officially licensed sim racing steering wheels. › This partnership adds Nissan to Fanatec's growing portfolio of automotive licenses, alongside brands such as BMW, Bentley, Porsche, McLaren, and Formula 1, cont
Slide 28: Create
CREATE
Slide 29: Our Strategic Investment In Bitfocus
OUR STRATEGIC INVESTMENT IN BITFOCUS Extending Elgato Stream Deck control layer into professional broadcast production › During the quarter we made a minority investment in Bitfocus, the software company behind Companion and Buttons. › The investment formalizes a nearly Broadcast Galleries and Maste
Slide 30: Strong Quarter With Marketplace Growth
› Strong quarter with gross revenue and transaction volume each up over 100%.* › Marketplace product submissions also increased more than 300%, and more than 500,000 new accounts were created.* › AI-assisted development is making it easier for creators and developers to build new profiles and plug-i
Slide 31: Build And Compute
BUILD AND COMPUTE
Slide 32: Artist Series
N E W P R O D U C T L A U N C H ARTIST SERIES U LT R A O V E R C L O C K E D D R A M › Featuring vibrant RGB lighting, intricate UV-printed artwork, and patented micro-drilled side plates with diffuse lighting. › Highly binned DDR5 and a custom in-house PCB deliver record-breaking speed and overcloc
Slide 33: Corsair Pro
N E W P R O D U C T L A U N C H CORSAIR PRO FLEXPRIME SERIES › FlexPrime is an AI workstation designed for modern AI development and inference. › Delivering workstation-class performance with enterprise reliability, it enables teams to develop, fine-tune, and deploy AI locally with speed, security,
Slide 34: Warthog
N E W P R O D U C T L A U N C H WARTHOG S TAT E M E N T M I D - T O W E R P C C A S E › WARTHOG is a rugged steel PC case inspired by the Vengeance C70, combining bold industrial styling with exceptional airflow, upgradeability, and support for today's high-performance hardware. › Built for DIY enth
Slide 35: Financial Update
emaemaman ome FINANCIAL UPDATE
Slide 36: Q2 2026 – Strong Profit Growth
Q2 2026 – STRONG PROFIT GROWTH REVENUE GROSS PROFIT ADJUSTED EBITDA (1) ADJUSTED EPS (diluted) (1) -2% YoY +21% YoY +279% YoY +$0.22 YoY $314.3M $104.3M $30.8M $0.23 $320.1 $314.3 $261.3 Tariff refund $14.3 $16.5 -$1.2 $8.1 Q2 24 Q2 25 Q2 26 Q2 24 Q2 25 Q2 26 Revenue in $ Millions Adjusted EBITDA in
Slide 37: Margin Expansion And Cost Control Drive Profit Growth
MARGIN EXPANSION AND COST CONTROL DRIVE PROFIT GROWTH Tariff refund $14 $1,441 $1,460 $1,443 $1,449 $1,472 $1,457 $1,451 $1,390 $1,408 $122 $1,379 $1,349 $114 $1,320 $1,316 $101 $93 $95 $93 $80 $80 $74 $69 $59 $55 $55 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 Q2 2
Slide 38: Growth In Higher Margin Gamer And Creator Peripherals
GROWTH IN HIGHER MARGIN GAMER AND CREATOR PERIPHERALS $503 $517 $486 $497 $492 $473 $478 $428 $440 $413 $382 $395 $376 Q2 26 REVENUE +13% YoY $115.9M 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 Trailing 12-month Revenue in $ Millions 44.9% 40.8% 41.5% 40.8% 40.0% 39
Slide 39: Consistent Leadership In Gaming Components And Systems
CONSISTENT LEADERSHIP IN GAMING COMPONENTS AND SYSTEMS $1,065 $1,065 $1,008 $1,030 $952 $980 $954 $951 $922 $935 $880 $871 $844 Q2 26 REVENUE -9% YoY $198.5M 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 Trailing 12-month Revenue in $ Millions 30.2% 28.4% 26.3% 23.2%
Slide 40: Six Consecutive Quarters Of Progress
SIX CONSECUTIVE QUARTERS OF PROGRESS TTM Gamer and Creator Peripherals Quarterly Adjusted EBITDA(1) Segment Revenue Growth Quarterly Gross Margin (in $ Millions) (in $ Millions) +62% YoY 33.1% 32.7% 33.2% 54 503 517 486 497 492 486 478 473 478 27.7% 27.7% +58% 26.8% 26.9% 26.2% 26.8% 428 440 25.7% Y
Slide 41: Cash And Debt Summary
CASH AND DEBT SUMMARY ($ in millions) 30-Jun-26 Cash (Excluding restricted cash) $192.2 Term Loan (face value) $118.8 Total Debt $118.3 Net Debt ($74.0) CORSAIR INVESTOR PRESENTATION : AUGUST 2026
Slide 42: Financial Guidance
FINANCIAL GUIDANCE CORSAIR CONFIDENTIAL
Slide 43: Financial Guidance
FINANCIAL GUIDANCE(1) Financial Metrics Q3 2026 Guidance Net Revenue $320 - $350 million Adjusted EBITDA $18 - $21 million Non-GAAP EPS $0.09 – $0.12 (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 44: Financial Guidance
FINANCIAL GUIDANCE(1) Financial Metrics 2026 Guidance Net Revenue $1.40 - $1.47 billion Adjusted EBITDA $121 - $131 million Non-GAAP EPS $0.85 - $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. W
Slide 45: Appendix
APPENDIX
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 Earnings (Loss) Per Sh
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 June 30, 2026 2025 Operating income (loss) - GAAP $ 7,608 $ (16,923) Amortization 8,815 9,853 Stock-based compensation 5,935 9,335 One-time costs related
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 June 30, 2026 2025 Net income (loss) attributable to common stockholders of Corsair Gaming, Inc. (1) $ 6,828 $ (17,001) L
Slide 49: GAAP To Non-GAAP Reconciliations
GAAP TO NON-GAAP RECONCILIATIONS Adjusted EBITDA Reconciliations (Unaudited, in thousands, except percentages) Three Months Ended June 30, 2026 2025 Net income (loss) - GAAP $ 9,149 $ (20,306) Amortization 8,815 9,853 Stock-based compensation 5,935 9,335 One-time costs related to legal and other mat
Slide 50: GAAP To Non-GAAP Reconciliations
GAAP TO NON-GAAP RECONCILIATIONS TTM ADJUSTED EBITDA RECONCILIATIONS (unaudited, in thousands) CORSAIR INVESTOR PRESENTATION : AUGUST 2026
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