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Corsair Gaming (CRSR) investor relations material
Corsair Gaming Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary10 Dec, 2025
Strategic vision and transformation
Aims to evolve from premium hardware to an enthusiast lifestyle platform supporting gaming, streaming, Sim sports, and productivity.
Building a connected ecosystem of hardware, software, and services for enhanced user experience.
Focus on expanding recurring revenue streams, especially through Elgato and its marketplace.
Investing in underserved markets like Asia and Latin America, showing promising year-on-year growth.
M&A remains integral, targeting channel and brand acquisitions with recent success in Fanatec integration.
Operational and financial priorities
Short-term focus on margin acceleration by optimizing product mix and disciplined OpEx management using internal AI platforms.
Expanding direct-to-consumer business and enhancing e-commerce personalization and customization.
Scaling revenue platform with recurring revenue and innovation in core components and peripherals.
Strong working capital management enables opportunistic inventory positioning, especially for memory.
Continued disciplined capital allocation and transparency for investors.
Market dynamics and growth drivers
Navigating semiconductor shortages and tariffs by leveraging manufacturing agility and deep chipmaker relationships.
Accessory and peripheral segments growing independently of memory market cycles.
Gaming title releases and new platforms drive upgrade cycles for GPUs, power, cooling, and peripherals.
Sim racing and related categories present significant TAM and product roadmap expansion opportunities.
AI workstation market opportunity and strategy
Easiest/hardest recurring revenue portfolio areas?
Inventory strategy amid supply/tariff challenges
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Next Corsair Gaming earnings date
Q4 202511 Feb, 2026
Next Corsair Gaming earnings date
Q4 202511 Feb, 2026
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Frequently asked questions
Corsair Gaming, Inc. designs, manufactures, and markets high-performance gaming hardware and accessories to gamers. It offers keyboards, mice and mouse pads, sound cards, Virtual Reality headsets, mid-tower cases, micro ATX cases, and liquid cooling products. The company also provides memory upgrades for computers; and PC gaming components; power supply products; solid state drives; accessories comprising keycaps and wrist rests; PC speakers; and PC headsets. The company was founded in 1994 and is headquartered in Fremont, California.
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