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Changing Revenue Mix at Corsair
$CRSR is projecting 20% growth in peripherals annually for the next five years in their annual investor day report. If achieved 2023 segment revenue would be over $925 million vs the analyst mean estimate of $835 million. It would also call for peripherals to be over 46% of revenue by 2026 and be well over 50% of gross margin contribution. Another interesting tidbit is that creator products are expected to grow at a high range than the peripherals segment as a whole!

Strat Becker's avatar
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