Corsair Gaming, Inc. (CRSR) Form 8-K — Nov 5, 2026
Corsair beat Q3 guidance with revenue of $367.0 million, up 6% year-over-year and $17.0 million above the high end of its guided range, led by memory revenue growth of 43% to $167.3 million on market-wide ASP expansion and sequential share gains. Adjusted EBITDA rose 38% year-over-year to $22.4 million, above guidance, and GAAP net loss narrowed to $2.4 million from $10.4 million a year ago. Non-GAAP diluted EPS of $0.13 beat the guided range of $0.09-$0.12. Management raised full-year 2026 guidance to $1.456B-$1.486B in revenue, but flagged that Q4 adjusted EBITDA will be below last year as memory gross margin normalizes to roughly 18-20% from last year's unusually high 35%.
Key figures
- Revenue
- 367025000
- Guidance
- Q4 2026: net revenue $420M-$450M, adjusted EBITDA $38M-$42M, non-GAAP EPS $0.26-$0.31. FY2026 raised: net revenue $1.456B-$1.486B (from $1.40B-$1.47B), adjusted EBITDA $127M-$131M, non-GAAP EPS $0.89-$0.94.
- Revenue Yoy
- 6%
- Total Assets
- 1338118000
- Cash Position
- 136207000
- Shares Outstanding
- approximately 112 million fully diluted shares assumed for Q4 outlook
- Inventory q3
- 344638000
- Gross margin q3
- 26.7%
- Non gaap eps q3
- 0.13
- M and a spend q3
- 37002000
- Memory revenue q3
- 167300000
- Adjusted ebitda q3
- 22373000
- Memory revenue yoy
- 43%
- Components revenue q3
- 250544000
- Peripherals revenue q3
- 116481000
- Adjusted ebitda margin q3
- 6.1%
- Adjusted ebitda yoy growth
- 38%
- Non gaap diluted shares q3
- 111871000
- Memory gross margin q4 guide
- approximately 18% to 20%
AI analysis
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