earnings
confidence high
sentiment neutral
materiality 0.70
Roblox Q3 revenue $517.7M (+2% YoY); booking $701.7M (+10%); net loss $297.8M
Roblox Corp
2022-Q3 EPS reported
-$1.07
revenue$1,646,048,000
- Average DAUs 58.8M (+24% YoY); hours engaged 13.4B (+20%); ABPDAU $11.94 (-11%).
- Net loss $297.8M vs $74.0M a year ago; adjusted EBITDA $50.9M (7% of bookings).
- Free cash flow negative $67.7M; cash balance $3.0B; capital expenditures $133.4M.
- October 2022 estimated bookings $231-235M; DAU 58.2M; revenue $184-187M.
- Change in estimated paying user life from 25 to 28 months cut Q3 revenue by $111.0M.