earnings
confidence high
sentiment neutral
materiality 0.75
Roblox Q3 revenue up 102% to $509M; October outage cost ~$25M in bookings
Roblox Corp
2021-Q3 EPS reported
-$0.73
revenue$1,350,412,000
- Q3 revenue $509.3M (+102% YoY); net loss widened to $74.0M from $48.6M loss.
- Bookings $637.8M (+28% YoY); DAUs 47.3M (+31%); hours engaged 11.2B (+28%).
- Free cash flow $170.6M; issued $1B of 3.875% senior unsecured notes due 2030.
- Oct platform outage (Oct 28-31, ~70 hrs) estimated lost bookings $25M; developer compensation $6.8M.
- Oct estimated pre-outage avg DAUs 50.5M (+43% YoY); actual month DAUs 47.1M; bookings $189-192M.