Corsair Gaming, Inc. · NASDAQ:CRSR
Corsair Gaming — Barclays Global Technology Conference 2024
15 slides from Corsair Gaming's conference presentation, December 2024
Slide 1: Barclays Global Technology Conference
Barclays Global Technology Conference December, 2024
Slide 2: Disclaimer
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 implie
Slide 3: Corsair at a Glance
CORSAIR AT A GLANCE Founded in 2,100+ $1.3B 1994 Employees 2024 Revenue Midpoint Guidance GAMER AND CREATOR PERIPHERALS GAMING COMPONENTS AND SYSTEMS PERFORMANCE HIGH COOLING STREAMING GEAR COMPUTER CASES PERFORMANCE SOLUTIONS COMPLETE SYSTEMS CONTROLLERS KEYBOARDS MEMORY GAMING GAMING FURNITURE HEA
Slide 4: Each Generation Is Playing More Games
EACH GENERATION IS PLAYING MORE GAMES Gen Z Millennials Gen X Baby Boomers 77% 81% 60% Gamers 42% Gamers Gamers Gamers Average play time/week Average play time/week Average play time/week Average play time/week 2.30H 4.25H 6.50H 7.20H Source: Newzoo. 80% of Gen Z and Millennial Consumers Play Games.
Slide 5: Significant White Space Opportunity in Gaming Hardware TAM
SIGNIFICANT WHITE SPACE OPPORTUNITY; THE MAJORITY OF GAMING HARDWARE TAM IS STILL CONSUMED BY A SMALL PERCENTAGE OF GAMERS 1.6B Casual PC Gamers Casual PC Gamers Regular PC Gamers Little Hardware Ownership, Younger Gamer Pre-Built Gaming PC 245M Regular PC Gamers 50%+ 32M of overall TAM spent PC Gam
Slide 6: Expect a Surge in Gaming PC Builds in 2025
EXPECT A SURGE IN GAMING PC BUILDS IN 2025 Industry wide speculation is that NVIDIA will be launching their full series next-gen GPUs in Q1’25. 2025 will be 5 years from the start of COVID and lockdowns, so we are ready for a big upgrade cycle in both self-build and pre-built PCs. Our expectation is
Slide 7: Gaming Peripherals Market Showing Growth Again
GAMING PERIPHERALS MARKET SHOWING GROWTH AGAIN Market in U.S. and Europe is starting to show single digit growth YoY. 3rd party data is showing headset sales in the U.S. at 1.8 x Pre-pandemic levels, indicating that the number of active PC gamers is continuing to rise. CORSAIR peripherals segment ha
Slide 8: Call of Duty Partnership
CALL OF DUTY® PARTNERSHIP CORSAIR has signed an exclusive multi-year, cross-brand partnership with the critically acclaimed Call of Duty® franchise. This deal sees two of world’s best known gaming brands come together for the first time, and covers several Call of Duty titles, starting with Call of
Slide 9: Apple Partnership
APPLE® PARTNERSHIP CORSAIR has partnered with Apple to bring Award-Winning K65 Plus Wireless Keyboard and M75 Gaming Mouse to Mac with Exclusive Colorways. Glacier Blue keyboard and mouse will be available in Apple Stores across the U.S. in mid-November, with the Frost White products available on Ap
Slide 10: Our Brands
a OUR BRANDS cReR | | | | BPACORSAIR DROP Gelgato FANATEC ORIGIN (S) SCUF
Slide 11: M&A Has Been a Key Driver for Revenue and Margin Growth
M&A HAS BEEN A KEY DRIVER FOR REVENUE AND MARGIN GROWTH IN GAMER AND CREATOR PERIPHERALS SEGMENT Leading provider of hardware and software for content creators that pioneered concept of control panel designed for streamers and content creators; allowed Corsair to enter streaming market Created marke
Slide 12: Fanatec Acquisition
FANATEC ACQUISITION In September, CORSAIR signed an agreement to acquire the celebrated Fanatec Sim Racing brand and its extensive product lines. Fanatec is renowned for bringing Sim Racing to a wider audience with its high-quality, high-end hardware. Fanatec products including force-feedback steeri
Slide 13: Thank You!
CORSAIR THANK YOU!
Slide 14: Our Full Suite of Products
OUR FULL SUITE OF PRODUCTS Cases Lighting Power Supplies Greenscreen Custom Cooling CPU Coolers Fans Memory Storage Headsets Gaming Controllers Gaming PCs Acoustic Panels Cameras Capture Cards Ambient Monitors Gaming Chairs Lighting iCUE Murals Thunderbolt Docks Stream Deck Microphones Mice Keyboard
Slide 15: Our Products
ph OUR PRODUCTS
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