Q3 2025 Corsair Gaming Inc Earnings Call Transcript
Key Points
- Corsair Gaming Inc (CRSR) reported double-digit year-over-year revenue growth and even stronger profit expansion for Q3 2025.
- The company saw excellent traction across its latest product launches, including the Vanguard 96 gaming keyboard and Sabre Pro FPS ultra lightweight mouse.
- Revenue in the components and system segment grew over 15% year-over-year, driven by demand for high-performance PC builds and upgrades.
- The Elgato brand continues to drive growth in the creator ecosystem, with increasing adoption of Stream Deck and integration with leading applications.
- Corsair Gaming Inc (CRSR) achieved a 236% increase in adjusted EBITDA for Q3 2025 compared to the previous year, highlighting significant operating leverage.
- The North American market showed slower growth, with single-digit increases compared to double-digit growth in Europe and Asia.
- The DDR5 memory market is expected to remain tight, potentially impacting future revenue and requiring conservative guidance.
- Despite mitigating most tariff costs, Corsair Gaming Inc (CRSR) faced $12 million in unforeseen tariff expenses since May.
- The US business lagged behind other regions during Q3 2025, reflecting weaker consumer demand in the domestic market.
- The company is cautious about potential upside due to tight memory supply and has tempered expectations for Q4 2025.
Ladies and gentlemen, good afternoon and welcome to the Corsair Gaming's third-quarter 2025 earnings conference call. As a reminder, today's call is being recorded, and your participation implies consent to such recording. (Operator Instructions)
With that, I would now like to turn the call over to David Pasquale with Corsair Investor Relations. Thank you. Sir, please begin.
Thank you, operator. Good afternoon, everyone, and thank you for joining us for Corsair's financial results conference call for the third quarter ending September 30, 2025. On the call today, we have Corsair's CEO, Thi La; and CFO Michael Potter. Thi will review highlights from the quarter. Michael will then review the financials and our outlook. We will then have time for any questions.
Before we begin, allow me to provide a disclaimer regarding forward-looking statements. This call, including the Q&A portion, may include forward-looking statements related to the expected future results for our company and are
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