Roblox, the virtual world gaming platform, reported a record 79.5 million average daily active users (DAUs), representing a 21% increase from the previous year, the company said in its second-quarter earnings report released Thursday (Aug. 1). "Our strong Q2 growth across all core metrics is driven by diverse and high-quality content," David Baszucki, founder and CEO of Roblox, said in a Thursday (Aug. 1) release announcing the company's second-quarter 2024 financial results. "Our platform continues to attr ...

Roblox's free cash flow grew fivefold in Q2. Shares of Roblox (RBLX -5.71%), the popular online gaming platform, slid 6% through 12:45 p.m. ET Thursday after the company beat on earnings this morning (kind of), but also missed on sales (narrowly). Roblox didn't actually "earn" anything, you see, but analysts thought it would lose $0.39 per share on sales of $898.5 million in the second quarter. In fact, Roblox lost only $0.32 per share -- and so beat earnings. Sales, however, came in short at $893.5 million ...

财务数据和关键指标变化 - 公司Q2收入为8.935亿美元,同比增长31%,超出公司指引范围[10] - 公司Q2预订额为9.55亿美元,同比增长22%,超出公司指引范围[10] - 公司Q2日活跃用户(DAU)达7950万,同比增长21%,其中13岁以上DAU增长26%,占总DAU的58%[10][11] - 公司Q2总时长达174亿小时,同比增长24%,13岁以上用户时长增长30%[12] - 公司Q2合并净亏损2.07亿美元,优于公司指引[12] - 公司Q2经营活动现金流入1.51亿美元,同比增长433%,自由现金流入1.12亿美元,去年同期为负[12] 各条业务线数据和关键指标变化 - 公司在游戏领域仍有巨大增长空间,目前仅占160亿美元游戏市场的2.5%[43][44] - 公司正在开拓新的游戏类型,如动作、体育、赛车等,以吸引更多创作者和用户[43][44] 各个市场数据和关键指标变化 - 北美地区DAU和时长增长最快,公司认为这验证了之前的举措[60][61] - 日本和印度市场DAU分别同比增长56%和57%,增长潜力巨大[11] 公司战略和发展方向及行业竞争 - 公司未来发展目标是达到10亿日活用户,主要通过全球化、覆盖各年龄段用户、拓展使用场景等四大增长引擎[17] - 公司正在加强内容发现和推荐,提升经济系统效率,提高平台性能和质量,以提升生态健康[14][15][16] - 公司正在加大广告和电商业务投入,与沃尔玛、e.l.f.Beauty等品牌合作,并推出视频广告等新产品[21] 管理层对经营环境和未来前景的评论 - 公司认为当前平台健康状况很好,DAU、时长等关键指标增长强劲,显示公司之前的举措取得成效[36][37] - 公司对未来保持乐观,认为仍有巨大增长空间,特别是在游戏、广告和电商等领域[17][49] - 公司将继续保持谨慎乐观的态度,在保持核心业务高增长的同时,积极拓展新业务[49] 其他重要信息 - 公司首席财务官Mike Guthrie决定离职,公司将启动继任者选聘[22][23] - 公司正在利用AI技术提升平台安全性和运营效率,如开源语音分类模型等[66][76] 问答环节重要的提问和回答 问题1 **Drew Crum 提问** 公司Q3和全年业绩指引中,下半年增速有所放缓,是什么原因?[34][35] **Mike Guthrie 回答** 公司保持谨慎乐观态度,希望给自己留有余地。但实际上,公司Q2末和Q3初的增长势头非常强劲,反映了之前举措的成效。公司有信心能够超越此前的业绩指引。[36][37] 问题2 **Aaron Lee 提问** 公司的LiveOps活动对平台有什么影响和收获?[52][53][54] **David Baszucki 回答** LiveOps活动能够提升DAU和用户活跃度,同时也能提高内容发现和多样性。作为UGC平台,公司能够组织50多个创作者参与,为用户带来丰富的体验。[53][54] 问题3 **Clark Lampen 提问** 公司最近一段时间推出的平台优化措施对业绩的影响,是否会影响公司未来的创新和风险偏好?[77][78][79] **David Baszucki 回答** 公司保持谨慎的创新策略,会在保证平台性能和质量的基础上,有选择性地推进长期技术创新。公司认为提升平台的基础性能是当前的重中之重,会继续优先投入。[78][79]

Roblox (RBLX) came out with a quarterly loss of $0.32 per share versus the Zacks Consensus Estimate of a loss of $0.37. This compares to loss of $0.46 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 13.51%. A quarter ago, it was expected that this online gaming platform would post a loss of $0.53 per share when it actually produced a loss of $0.43, delivering a surprise of 18.87%. Over the last four quarters, the company has ...

财务数据 - 收入同比增长31%，达8.935亿美元[2] - 公司第二季度营收为8.935亿美元，同比增长31.3%[17] - 公司2024年第三季度和全年的预计营收分别为8.85亿美元和35.4亿美元[29] 订单情况 - 预订额同比增长22%，达9.552亿美元[3] - 公司第二季度总订单（Bookings）为9.552亿美元，同比增长22.3%[25] - 公司2024年第三季度和全年的预计订单分别为10.25亿美元和42.3亿美元[29] 用户数据 - 日活跃用户(DAU)同比增长21%，达7950万[4] - 总时长同比增长24%，达174亿小时[4] - 每月付费用户平均预订额为19.34美元[4] - 公司第二季度付费用户数为5.7亿，同比增长17.5%[18] - 公司第二季度平均付费用户寿命为27个月[18] - 公司从2024年4月1日开始,平均付费用户的预计生命周期从28个月缩短至27个月[32] - 这一变化将导致2024年第三季度和全年收入和成本分别增加2,640万美元和980万美元[32] 财务预测 - 第三季度收入预计860-885百万美元，预订额预计1000-1025百万美元[11] - 全年预订额预计4180-4230百万美元[11] - 全年调整后EBITDA预计92-132百万美元[11] - 全年自由现金流预计505-535百万美元[11] - 公司2024年第二季度和上半年的合并净亏损分别为2.072亿美元和4.791亿美元[26] - 公司2024年第二季度和上半年的经调整EBITDA分别为6,652.5万美元和5,962.2万美元[26] - 公司2024年第三季度和全年的预计合并净亏损分别为2.55亿美元和10.89亿美元[30] - 公司2024年第三季度和全年的预计经调整EBITDA分别为4,200万美元和1.32亿美元[30] - 公司2024年第三季度和全年的预计经营活动产生的净现金流分别为1.62亿美元和7.15亿美元[33] - 公司2024年第三季度和全年的预计自由现金流分别为1.2亿美元和5.35亿美元[33] 财务数据调整 - 公司在第二季度更新了付费用户生命周期估计，从28个月调整为27个月，这导致第二季度收入和成本分别增加5890万美元和1240万美元[18] - 公司第二季度研发投入为3.617亿美元，占营收的40.4%[17] - 公司第二季度经营亏损为2.379亿美元，亏损收窄[17] - 公司第二季度经营活动产生的现金流入为1.514亿美元[19] - 公司第二季度自由现金流为1.116亿美元[19] - 公司第二季度调整后EBITDA为0.775亿美元[24]

NEW YORK, July 30, 2024 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Roblox Corporation (NYSE: RBLX) between November 15, 2023 and May 8, 2024, both dates inclusive (the “Class Period”), of the important August 12, 2024 lead plaintiff deadline. SO WHAT: If you purchased Roblox securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. WHAT ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Analysts on Wall Street project that Roblox (RBLX) will announce quarterly loss of $0.37 per share in its forthcoming report, representing an increase of 19.6% year over year. Revenues are projected to reach $894.94 million, increasing 14.6% from the same quarter last year.The consensus EPS estimate for the quarter has undergone a downward revision of 7.8% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates dur ...

RADNOR, Pa., July 27, 2024 /PRNewswire/ -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) informs investors that a securities class action lawsuit has been against Roblox Corporation ("Roblox") (NYSE: RBLX). The action charges Roblox with violations of the federal securities laws, including omissions and fraudulent misrepresentations relating to the company's business, operations, and prospects. As a result of Roblox's materially misleading statements and omissions to the public, Roblox's ...

The gaming company has some ambitious goals that could translate into significant gains for investors.Roblox (RBLX -0.07%) is a gaming company with millions of active users on its platform. And there are millions of developers on there, creating tons of original content. Even if you don't like games, you might want to shop in a virtual world one day, which is a possibility on the platform as companies launch virtual stores in Roblox's metaverse.Many investors could be making a big mistake in overlooking the ...