CORSAIR GAMING INC (CRSR)

Sector: Information Technology

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2026 Annual Meeting Analysis

CORSAIR GAMING INC · Meeting: June 16, 2026

Policy v1.2medium confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

0

Directors AGAINST

2

Say on Pay

AGAINST

Auditor

FOR

Director Elections

Election of Two Class III Directors

/2 AGAINST

Against Analysis

✗ AGAINST
Randall J. Weisenburger3-year TSR trigger: CRSR -59.8% vs peer median +84.8%, gap of -144.6pp exceeds 20pp threshold for negative absolute TSR5-year TSR does not mitigate: CRSR -79.7% vs peer median +47.6%, gap of -127.3pp exceeds 20pp threshold

Mr. Weisenburger has served on the board since July 2018, giving him full tenure overlap with the severe underperformance period; Corsair's stock has fallen roughly 60% over three years while the compensation peer group returned nearly 85% on average — a gap of over 144 percentage points, far exceeding our 20-point trigger threshold — and the five-year record is equally poor, so no mitigating relief applies.

✗ AGAINST
Thi La3-year TSR trigger: CRSR -59.8% vs peer median +84.8%, gap of -144.6pp exceeds 20pp threshold for negative absolute TSR5-year TSR does not mitigate: CRSR -79.7% vs peer median +47.6%, gap of -127.3pp exceeds 20pp thresholdExecutive director — TSR trigger applies independently of Say on Pay

Ms. La has served as a director since December 2021, giving her meaningful tenure overlap with the underperformance period; although she only became CEO in July 2025, the same severe stock underperformance (-144.6pp vs. peer median over three years) that triggers a vote against other long-tenured directors applies equally to executive directors under our policy, and the five-year record does not mitigate the trigger.

For Analysis

Both Class III nominees — Randall Weisenburger and Thi La — are subject to our director TSR trigger because Corsair's stock has massively underperformed its own disclosed compensation peer group: the company's shares fell about 60% over three years while the peer group median rose roughly 85%, a gap of more than 144 percentage points against a 20-point trigger threshold for companies with negative absolute returns. The five-year record (Corsair -80% vs. peer median +48%) provides no mitigating relief. Both directors have tenures that overlap substantially with the underperformance period.

Say on Pay

✗ AGAINST

CEO

Thi L. La

Total Comp

$7,986,924

Prior Support

92.7%%

Pay-for-performance misalignment: variable pay above benchmark while 3-year TSR underperforms peer median by 144.6pp (>20pp threshold)CEO total compensation of $7,986,924 warrants scrutiny against negative TSR backdrop

The prior Say on Pay vote received strong support (92.7%) so no prior-vote-response concern arises, and the company's pay mix is appropriately weighted toward variable compensation including performance stock awards tied to revenue and adjusted operating income targets. However, the pay-for-performance alignment check fails: CEO total compensation of nearly $8 million — including substantial equity grants — was awarded while the stock declined roughly 60% over three years compared to a peer group that gained roughly 85% on average, a gap of 144 percentage points that far exceeds our 20-point misalignment threshold for triggering a No vote on above-benchmark incentive pay. The incentive structure, while formally tied to internal financial metrics, has not translated into shareholder value, making above-peer compensation levels difficult to justify.

Auditor Ratification

✓ FOR

Auditor

KPMG LLP

Tenure

N/A

Audit Fees

$3,429,268

Non-Audit Fees

$414,486

Non-audit fees (tax fees of $389,486 plus other fees of $25,000, totaling $414,486) represent about 12% of audit fees of $3,429,268, well below the 50% threshold that would raise independence concerns; KPMG is a Big 4 firm appropriate for a company of Corsair's size; auditor tenure is not disclosed in the proxy so no tenure trigger fires, and there are no disclosed restatements.

Overall Assessment

The 2026 Corsair Gaming annual meeting features two proposals: the election of two Class III directors and ratification of KPMG as auditor; notably, there is no Say on Pay proposal on the ballot this year because the company conducts that vote only every three years (last held in 2024). Both director nominees warrant an AGAINST vote due to severe and sustained stock underperformance — Corsair's shares have lost roughly 60% over three years while its own peer group returned nearly 85% — and the auditor ratification warrants a FOR vote as KPMG's non-audit fees are well within acceptable limits.

Filing date: April 30, 2026·Policy v1.2·medium confidence

Compensation Peer Group

18 companies disclosed in 2026 proxy filing

BDCBelden Inc.
DAKTDaktronics, Inc.
PLUSePlus inc.
EXTRExtreme Networks, Inc.
GPROGoPro, Inc.
INFNInfinera Corporation
KNKnowles Corp
LOGILogitech International S.A.
LITELumentum Holdings Inc.
MEIMethode Electronics, Inc.
NTGRNETGEAR, Inc.
OSISOSI Systems, Inc.
RBBNRibbon Communications Inc.
SGHSMART Global Holdings, Inc.
SONOSonos, Inc.
VSATViasat Inc.
VIAVViavi Solutions Inc.
VZIOVIZIO Holding Corp