secwatch.observer — SEC 8-K summary
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Issuer:     Roblox Corp (RBLX)
CIK:        0001315098
Form:       8-K
Filed at:   2022-10-17T23:59:59+00:00
Accession:  0001315098-22-000148
Event type: other_material
Sentiment:  neutral
Materiality: 0.65
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Roblox Sept DAUs 57.8M (+23% YoY); bookings up 11-15% but ABPDAU down 7-10%
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1315098/000131509822000148/0001315098-22-000148-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1315098/000131509822000148/rblx-20221017.htm
  HTML page:      https://secwatch.observer/filing/0001315098-22-000148

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