Corsair Gaming WKN: A2QBQA ISIN: US22041X1028 Kürzel: CRSR Branche: Technologie

Quartal mit viel cash? Das sind gute News!

Amazon gute Bewertungen der Artikel. Ist doch gut

Der wird sich noch wundern... 😲. Was eine Pommesbude Corsair doch ist. Ich sehe hier das Potenzial zur Kurshalbierung. Wenn die guten Nachrichten darauf bauen, dass die das Quartal mit viel Cash und guter Hoffnung beenden, dann sehen wir hier ganz schnell einstellige Kurse.

Michael G. Potter, Chief Financial Officer of Corsair, said, “We expect that Q1 2022 was the peak of pandemic-related high freight cost and promotional headwinds, and that gross margins will improve in the second half of the year. We ended the quarter in a strong liquidity position with our entire revolver undrawn, leaving us in position to continue to pursue growth opportunities and to continue to invest in product development. We continue to be active in pursuing growth investments with iDisplay being the most recent example.”

Financial Outlook For the full year 2022, we currently expect: Net revenue to be in the range of $1.6 billion to $1.8 billion. Adjusted operating income to be in the range of $100 million to $120 million. Adjusted EBITDA to be in the range of $110 million to $130 million

First Quarter 2022 Highlights Net revenue was $380.7 million, in line with the Company’s preliminary revenue provided on April 21, 2022. This represents an increase of 23.4% compared to the pre-pandemic first quarter of 2020, and a decrease of 28.1% compared to the first quarter of 2021, which included stimulus checks and pent-up demand. Gamer and creator peripherals segment revenue was $134.1 million, an increase of 76.8% compared to the pre-pandemic first quarter of 2020, and a decrease of 23.7% compared to the first quarter of 2021. GAAP operating income declined 103.7% to a loss of $2.5 million compared to $67.3 million in the first quarter of 2021. Adjusted operating income declined 83.4% to $13.3 million compared to $80.4 million in the first quarter of 2021. Adjusted EBITDA was $15.4 million, compared to $80.4 million in the first quarter of 2021. GAAP net loss per diluted share was $0.05 compared to $0.47 GAAP net income per diluted share in the first quarter of 2021. Adjusted net income per diluted share was $0.09 compared to $0.58 in the first quarter of 2021

Nächste Woche gibt's wieder Zahlen. Die Prognose ist wieder so extrem niedrig (unter PY), da müssen Umsatz und EPS einfach deutlich drüber liegen, sonst sind wir schnell einstellig im Kurs. Ich glaube aber nicht an guten Nachrichten und peile mal 11$ als Ziel an.

Ist der Krieg und der lieferketten Stress mal vorbei, was ich nicht glaube. Aber Hoffnung stirbt zuletzt. Da wird die ganze Börse direkt 20% zu legen