other material
confidence high
sentiment neutral
materiality 0.55
Roblox Dec 2022 metrics: DAU +18% YoY but revenue declines 1-6% as bookings grow 17-20%
Roblox Corp
- Daily active users (DAUs) were 61.5M, up 18% YoY; hours engaged were 4.7B, up 21% YoY.
- Estimated revenue $189-199M, down 1-6% YoY; estimated bookings $430-439M, up 17-20% YoY.
- On constant currency, revenue decline would be -5% to 0%; bookings growth 20-22%.
- Company will stop publishing monthly metrics after March 2023; future disclosures will be quarterly only.