secwatch.observer — SEC 8-K summary
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Issuer:     Roblox Corp (RBLX)
CIK:        0001315098
Form:       8-K
Filed at:   2022-11-09T23:59:59+00:00
Accession:  0001315098-22-000155
Event type: earnings
Sentiment:  neutral
Materiality: 0.70
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Roblox Q3 revenue $517.7M (+2% YoY); booking $701.7M (+10%); net loss $297.8M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1315098/000131509822000155/0001315098-22-000155-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1315098/000131509822000155/rblx-20221109.htm
  HTML page:      https://secwatch.observer/filing/0001315098-22-000155

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