The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: George Wang - Barclays Bank Plc - Analyst
: Yeah. Thanks a lot for running through the slide. Very helpful. So maybe kind of high level as we head into 2025 as the calendar turns. Can you talk
about kind of three or four priorities you guys are working on?
Question: George Wang - Barclays Bank Plc - Analyst
: Great. Maybe to level set. Can you briefly talk about kind of summary for the September quarter earnings, kind of a big take away, especially kind
of long term opportunities in a lie ahead for course there.
Question: George Wang - Barclays Bank Plc - Analyst
: Great. Maybe you can talk about kind of some of the value adds coming called their bring to the table differentiates you guys from other traditional
PC players.
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DECEMBER 11, 2024 / 4:40PM, CRSR.OQ - Corsair Gaming Inc at Barclays Global Technology Conference
Question: George Wang - Barclays Bank Plc - Analyst
: Got you. Maybe you can talk about just the general state of consumer kind of macro backdrop in terms of the inventory, the promos just kind of
where we are in the macro cycle in consumer spend?
Question: George Wang - Barclays Bank Plc - Analyst
: If we look at the two specific business segment, especially the components, one of the biggest catalysts for arguably for the Corsair story into next
year is the GPU refresh from NVIDIA. So maybe you can talk about anticipated GPU refresh and how that would capitalize potential upgrade cycle
in the memory business.
Question: George Wang - Barclays Bank Plc - Analyst
: Just going into the peripheral business, which is doing really well. I mean, can you talk about kind of the higher margin of the business which could
potentially contribute to a positive mix shift? And what's the kind of outlook for continued growth for the peripheral business into 25 minutes?
Question: George Wang - Barclays Bank Plc - Analyst
: Can you also talk about the driver behind the expect EBITDA improvement for 2025, especially post the memory headwinds into '25 and also some
of the operational efficiency, maybe you can talk about kind of how you kind of drive the much higher?
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DECEMBER 11, 2024 / 4:40PM, CRSR.OQ - Corsair Gaming Inc at Barclays Global Technology Conference
Question: George Wang - Barclays Bank Plc - Analyst
: Yeah. Maybe we circle back on the Fanatec acquisition. You can touch on in the slide deck, maybe you can double click just so thoughts behind
the Fanatec and expect accretion.
Question: George Wang - Barclays Bank Plc - Analyst
: Maybe before we wrap up, we have a couple of minutes left and maybe you can kind of talk about what's the sort of biggest, point in terms of
misunderstood about the story.
Question: George Wang - Barclays Bank Plc - Analyst
: Great. Thanks for your time for speaking at our fire side chat. Again, it's Michael Potter, CFO of Corsair. Thank you.
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