| --- | --- | --- | --- | --- | |------------------------------------------|-------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | Q4 & FISCAL YEAR 2021 FINANCIAL RESULTS | | | | | | February 8, 2022 | | | | | DISCLAIMER Forward Looking Statements This presentation contains forward looking statements that involve risks, uncertainties and assumptions. If the risks or uncertainties ever materialize or the assumptions prove incorrect, the Company's results may differ mat ...

Corsair Gaming, Inc. (NASDAQ:CRSR) Q4 2021 Earnings Conference Call February 8, 2022 5:00 PM ET Company Participants Ronald van Veen - Vice President of Finance and Investor Relations Andy Paul - Founder, Chief Executive Officer and Director Michael Potter - Chief Financial Officer Conference Call Participants Drew Crum - Stifel Mario Lu - Barclays Tim Nollen - Macquarie Douglas Creutz - Cowen Roderick Hall - Goldman Sachs Operator Good afternoon, and welcome to the Corsair Gaming's Fourth Quarter 2021 Earn ...

Corsair Gaming, Inc. (NASDAQ:CRSR) Q3 2021 Earnings Conference Call November 2, 2021 8:30 AM ET Company Participants Ronald Veen - Vice President of Finance and Investor Relations Andy Paul - Founder, Chief Executive Officer and Director Michael Potter - Chief Financial Officer Conference Call Participants Mario Lu - Barclays Investment Bank Doug Creutz - Cowen and Company Drew Crum - Stifel Financial Corp Tim Nollen - Macquarie Tom Forte - D.A. Davidson Rod Hall - Goldman Sachs Dalton Kern - Baird O ...

| --- | --- | |----------------------------------------|-------| | | | | | | | | | | | | | Q3 FISCAL YEAR 2021 FINANCIAL RESULTS | | | November 2nd, 2021 | | DISCLAIMER Forward Looking Statements This presentation contains forward looking statements that involve risks, uncertainties and assumptions. If the risks or uncertainties ever materialize or the assumptions prove incorrect, the Company's results may differ materially from those expressed or implied by such forward-looking statements. All statements o ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | --- | --- | --- | --- | --- | |---------------------------------------------------------------------------------------|-----------|-----------|---------------------- ...

Corsair Gaming, Inc. (NASDAQ:CRSR) Q2 2021 Earnings Conference Call August 3, 2021 8:30 AM ET Company Participants Ronald Veen - VP, Finance & IR Andrew Paul - Founder, CEO & Director Michael Potter - CFO Conference Call Participants Drew Crum - Stifel, Nicolaus & Company Mario Lu - Barclays Bank Matthew Cabral - Crédit Suisse Thomas Forte - D.A. Davidson & Co. Shantnu Kumar - Macquarie Research Douglas Creutz - Cowen and Company Roderick Hall - Goldman Sachs Group Operator Good morning, and welcome to the ...

| --- | --- | |---------------------------------------------------------|-----------| | | | | | | | | | | | | | | | | | | | Q2 FISCAL YEAR 2021 FINANCIAL RESULTS August 3rd, 2021 | | | | 1 of 30 | DISCLAIMER Forward Looking Statements This presentation contains forward looking statements that involve risks, uncertainties and assumptions. If the risks or uncertainties ever materialize or the assumptions prove incorrect, the Company's results may differ materially from those expressed or implied by such forwa ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | --- | --- | --- | |---------------------------------------------------------------------------------------|--------------------------------------------------------------- ...

Financial Data and Key Metrics Changes - Corsair Gaming reported net revenue growth of 71.6% to $529.4 million in Q1 2021, compared to $308.5 million in Q1 2020, marking the second strongest quarterly performance [7][18] - Adjusted EBITDA nearly tripled, growing 196.6% to a record $80.4 million, with adjusted earnings per diluted share increasing from $0.45 to $0.58 [7][27] - Gross profit more than doubled to $160.3 million, an increase of 103.9% from $78.6 million in Q1 2020, with gross profit margin rising to 30.3% from 25.5% [20][27] Business Line Data and Key Metrics Changes - The Gamer and Creator Peripherals segment saw net revenue more than double to $175.9 million, a 131.9% increase from $75.9 million in Q1 2020, contributing 33.2% of total net revenue [18][19] - The Gaming Components and Systems segment provided $353.5 million in net revenue, a 51.9% increase from $232.7 million in Q1 2020, with memory products contributing $161.9 million [19][20] - Gross profit margin for the Gamer and Creator Peripherals segment was 39.1%, up from 29.2% in Q1 2020, while the Gaming Components and Systems segment gross profit margin was 25.9%, compared to 24.3% in Q1 2020 [21][23] Market Data and Key Metrics Changes - Corsair maintained the number one market share position in every gaming components category monitored in the U.S., which is its largest market [9] - The company reported that over 40% of gaming case sales are now smart cases, driving additional sales of IQ RGB accessories [12] Company Strategy and Development Direction - Corsair plans to continue expanding R&D and marketing, with R&D expenses up over 31% compared to Q1 2020, and expects to launch nearly two new products per week [15][17] - The acquisition of Visuals by Impulse aims to enhance offerings for creators and streamers, indicating a strategic focus on expanding product lines and market reach [16] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about continued gaming activity and the conversion of casual gamers to committed gamers, with expectations for sustained demand for gaming gear [6][39] - The company raised its full-year 2021 revenue guidance to a range of $1.9 billion to $2.1 billion, reflecting growth of 11.6% to 23.4% [17] Other Important Information - Corsair reduced its debt by $28 million, resulting in a net leverage ratio well below 1, while also increasing cash reserves to $121.6 million [28][29] - The company received an S&P corporate rating upgrade from B+ to BB- in February 2021, enhancing confidence among suppliers and customers [30] Q&A Session Summary Question: Update on trends for the first half versus second half of the year - Management noted that gaming activity remains strong, with a focus on comparing current numbers to pre-COVID levels, indicating potential for continued growth [39] Question: Supply constraints and their impact - Management acknowledged ongoing supply constraints, particularly in semiconductors, but indicated that they have enough supply to meet current forecasts [40][41] Question: Importance of new product launches - New product launches are crucial for revenue growth, with a significant number of new products addressing gaps in the portfolio [43][44] Question: Performance memory segment details - The gross margin for memory products was reported at 21%, with pricing trends positively impacting margins [51] Question: Demand for gaming geographically - Management observed that demand remains strong in the U.S., while Europe showed some seasonal slowdown, but no significant changes in demand patterns were noted [66] Question: Direct-to-consumer revenue update - Direct-to-consumer revenue is currently well above 10%, with expectations to reach the target of 15% by 2023 [71] Question: Progress on Gamer Sensei acquisition - The integration of Gamer Sensei is ongoing, with plans to restructure the coaching model and enhance service offerings [75]

r CORSAIR INVESTOR PRESENTATION Q1 Earnings | May 4, 2021 Production t t = t INVESTOR PRESENTATION DISCLAIMER Forward Looking Statements This presentation contains forward looking statements that involve risks, uncertainties and assumptions. If the risks or uncertainties ever materialize or the assumptions prove incorrect, the Company's results may differ materially from those expressed or implied by such forward-looking statements. All statements other than statements of historical fact could be deemed for ...