“The decrease was primarily driven by softer demand in the self-built PC market, reflecting the lack of a significant GPU-driven upgrade cycle and elevated memory pricing, partially offset by continued strength in memory and systems products.”10-Q · May 7, 2026 ↗
Corsair Gaming, Inc.
CRSR
Market read
Corsair Gaming, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 10 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.
- CRSR's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if CRSR's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 10 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- CRSR's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +11.9% year over year.
- Operating margin changed +3.9 percentage points in the latest annual period.
- Net margin changed +5.4 percentage points in the latest annual period.
- Tariffs and trade policy has repeated adverse evidence across 4 filings.
- Credit and interest rates has repeated adverse evidence across 3 filings.
- EV/sales is 38% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
12.57Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“The net cash inflow from changes in our net operating assets and liabilities was primarily related to an increase in accounts payable due to timing of payments and higher inventory purchases, partially offset by cash outflows from an increase in inventories a…”10-Q · May 7, 2026 ↗
“Interest Expense, Interest Income and Other (Expense) Income, Net Three Months Ended March 31, 2026 2025 (In thousands) Interest expense $ (1,691 ) $ (2,676 ) Interest income 421 630 Other (expense) income, net 374 (3,947 ) Interest expense decreased by $1.0…”10-Q · May 7, 2026 ↗
“Accumulated Other Comprehensive Loss The components of accumulated other comprehensive loss were as follows (in thousands): December 31, 2025 2024 Accumulated foreign currency translation loss, net of tax $ 1,170 $ ( 3,570 ) Unrealized foreign exchange loss f…”10-K · Feb 25, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 0.9× · EV/sales 1.0×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for CRSR. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for CRSR. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind CRSR
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
AMZN30.9% of CRSRcustomerMay 7, 2026 ▾
“In 2025, 2024 and 2023, e-retailer Amazon accounted for more than 10% of our net revenue, at 27.4%, 30.9%, and 30.7%, respectively.”
INTCIntel CorporationsupplierFeb 25, 2026 ▾
“In addition, our marketing personnel regularly meets with other key industry suppliers such as NVIDIA, Intel, AMD and game publishers in order to ensure that our product development efforts appropriately address the needs of their new products and to discuss…”
Depended on by
LOGILogitech International S.A.competitorMay 21, 2026 ▾
“Gaming Competitors for our gaming products include Razer Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
CRSR is currently a Follower in the organic co-movement group Electric Vehicle Components. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for CRSR; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.