earnings
confidence high
sentiment positive
materiality 0.85
Roblox Q1 revenue $801.3M (+22% YoY); record free cash flow $191.1M; FY bookings guidance lowered ~4%
Roblox Corp
2024-Q1 EPS reported
-$0.43
revenue$801,300,000
- Revenue $801.3M (+22% YoY); bookings $923.8M (+19% YoY); net loss $271.9M.
- Record free cash flow $191.1M (+133% YoY); operating cash flow $238.9M (+37% YoY).
- DAUs 77.7M (+17% YoY); hours engaged 16.7B (+15%); average monthly unique payers 15.6M.
- Q2 bookings guidance $870-900M; FY2024 bookings guidance cut to $4,000-4,100M (down ~4% vs prior).
- Lowered estimated average lifetime of a paying user from 28 to 27 months, increasing revenue/cost recognition.