Corsair Gaming’s Earnings Call Highlights Strong Growth

Corsair Gaming, Inc. ((CRSR)) has held its Q2 earnings call. Read on for the main highlights of the call.

Corsair Gaming’s recent earnings call painted a positive picture, highlighting strong revenue growth and improved margins, particularly in the gaming and creator segments. The company also noted market share gains, although concerns about potential tariff impacts and ongoing operating losses were acknowledged.

Strong Revenue Growth

Corsair Gaming reported a remarkable 23% year-over-year revenue growth, reaching a total of $320 million. This impressive performance exceeded consensus expectations, with an EBITDA of $8.1 million, showcasing the company’s robust financial health.

Increased Gross Profit and Margin

The company saw a significant increase in gross profit, which rose by 36% year-over-year. Additionally, the gross margin improved by 270 basis points to 26.8%, reflecting Corsair’s effective cost management and operational efficiency.

Gaming Components and Systems Segment Growth

The Gaming Components and Systems segment experienced a 30% year-on-year revenue growth. This surge was driven by the release of new GPUs and high-performance game launches, underscoring Corsair’s strong position in the gaming market.

Market Share Gains

Corsair successfully gained market share in the keyboard and headset categories, as confirmed by third-party analysts. This achievement highlights the company’s competitive edge and strategic market positioning.

Elgato Business Momentum

Elgato, a key player in the creator space, continues to show strong demand for its Stream Deck and video capture products. This momentum is further bolstered by new product launches, reinforcing Elgato’s leadership in the market.

AI Integration and Innovation

Corsair’s commitment to innovation is evident in the launch of the ORIGIN PC AI Workstation 300 and the Virtual Stream Deck integration. These initiatives highlight the company’s focus on AI and cross-brand technology synergy.

COMPUTEX 2025 Recognition

At COMPUTEX 2025, Corsair showcased its next-generation technologies and received multiple awards, including recognition for their Virtual Stream Deck integration, underscoring the company’s innovative prowess.

Potential Tariff Impacts

Despite the positive developments, Corsair expressed concerns over semiconductor tariffs, which may necessitate pricing adjustments to protect margins. This remains a critical area of focus for the company.

Operating Losses

Corsair reported an improvement in its GAAP operating loss, which decreased to $16.9 million in Q2 2025 from $24.7 million in Q2 2024. While progress is evident, the company continues to work towards achieving profitability.

Forward-Looking Guidance

Looking ahead, Corsair reaffirmed its full-year 2025 revenue guidance of $1.4 billion to $1.6 billion. Despite uncertainties related to tariffs and global trade policies, the company remains optimistic about its growth trajectory and financial performance.

In conclusion, Corsair Gaming’s earnings call reflected a generally positive sentiment, with strong revenue growth and market share gains. While challenges such as potential tariff impacts and operating losses persist, the company’s strategic initiatives and forward-looking guidance suggest a promising future.