– Corsair Gaming reported $320M Q2 2025 revenue, up 23% YoY, driven by 30% growth in gaming components/systems and 9% in peripherals.
– Market share gains in keyboards/headsets followed successful product launches, fueled by demand for new GPUs and graphically intensive games.
– Gross margin improved to 26.8% (up 2.7pp) via favorable product mix and operational efficiency, despite tariff-related production challenges.
– AI Workstation 300 and strategic AI integration are positioned as long-term growth drivers, with cautious consumer-focused implementation.
– Tariff management through supply chain flexibility and pricing adjustments preserves margins, supported by strong cash reserves for growth.