earnings
confidence high
sentiment neutral
materiality 0.75
Roblox Q2 revenue up 30% to $591.2M; bookings down 4%; July DAU at record 58.5M
Roblox Corp
2022-Q2 EPS reported
-$0.57
revenue$1,128,341,000
- Revenue $591.2M (+30% YoY), but bookings $639.9M (-4% YoY) with FX headwind.
- Net loss $176.4M (vs $140.1M loss YoY); adjusted EBITDA $54.6M (8.5% of bookings).
- DAUs 52.2M (+21% YoY); hours engaged 11.3B (+16% YoY).
- July estimated DAUs 58.5M (record, +26% YoY); bookings $243-247M (+8-10% YoY).
- Est. user life change reduced Q2 revenue by $40.9M; FY capex guided up to $250M on infrastructure.