other material
confidence high
sentiment neutral
materiality 0.65
Roblox Sept DAUs 57.8M (+23% YoY); bookings up 11-15% but ABPDAU down 7-10%
Roblox Corp
- DAUs 57.8M (+23% YoY), hours engaged 4.0B (+16% YoY).
- Estimated bookings $212-219M (+11-15% YoY); FX reduced growth ~6%.
- ABPDAU $3.67-3.79 (-7-10% YoY); constant currency ABPDAU down 2-5%.
- Revenue est. $171-180M (-2% to +3% YoY); paying user life estimate changed to 28 months (from 25).
- July and Aug 2022 revenue adjusted down ~$43M and ~$38M due to the estimate change.