secwatch.observer — SEC 8-K summary
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Issuer:     Roblox Corp (RBLX)
CIK:        0001315098
Form:       8-K
Filed at:   2022-05-10T23:59:59+00:00
Accession:  0001315098-22-000080
Event type: earnings
Sentiment:  neutral
Materiality: 0.65
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Roblox Q1 revenue up 39% to $537M; bookings down 3% to $631M, net loss widens to $160M
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- Revenue $537.1M (+39% YoY); bookings $631.2M (-3% YoY); net loss $160.2M vs $134.2M loss a year ago.
- DAUs 54.1M (+28% YoY); hours engaged 11.8B (+22% YoY); ABPDAU $11.67.
- April 2022 estimates: DAUs 53.1M (+23% YoY); bookings $221-224M (-8-10% YoY); ABPDAU $4.16-4.22.
- Adjusted EBITDA $67.9M (10.8% of bookings); free cash flow $104.6M, both down significantly from Q1 2021.
- Changed estimated user life from 23 to 25 months, reducing recognized revenue $82.5M and cost of revenue $19.6M in Q1.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1315098/000131509822000080/0001315098-22-000080-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1315098/000131509822000080/rblx-20220510.htm
  HTML page:      https://secwatch.observer/filing/0001315098-22-000080

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