secwatch.observer — SEC 8-K summary
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Issuer:     Roblox Corp (RBLX)
CIK:        0001315098
Form:       8-K
Filed at:   2022-08-09T23:59:59+00:00
Accession:  0001315098-22-000121
Event type: earnings
Sentiment:  neutral
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Roblox Q2 revenue up 30% to $591.2M; bookings down 4%; July DAU at record 58.5M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1315098/000131509822000121/0001315098-22-000121-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1315098/000131509822000121/rblx-20220809.htm
  HTML page:      https://secwatch.observer/filing/0001315098-22-000121

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer