earnings
confidence high
sentiment neutral
materiality 0.80
Roblox Q4 revenue up 83% to $568.8M; net loss widens; January bookings growth slows to 2-4%
Roblox Corp
2021-FY EPS reported
-$0.97
revenue$1,919,181,000
- Q4 2021 revenue $568.8M (+83% YoY); bookings $770.1M (+20% YoY); DAUs 49.5M (+33%).
- Full year 2021 revenue $1.9B (+108%); net loss $491.7M (vs $253.3M loss in 2020).
- January 2022 estimated bookings $220-223M, up only 2-4% YoY; ABPDAU down 22-23%.
- Free cash flow for 2021 was $558M; adjusted EBITDA $674M (24.7% of bookings).
- Developer earnings $538.3M in 2021, up 64% YoY; international and aged-up users driving growth.