The earnings call highlighted significant financial growth, record user engagement, and successful strategic initiatives like AI integration and platform expansion. While safety costs have increased, the overall performance indicates robust growth and strategic positioning.

Company Guidance

During the Roblox Q3 2024 earnings call, the company provided guidance that exceeded expectations, highlighting the impressive growth across various financial and operational metrics. Revenue for the quarter reached $919 million, a 29% increase year-on-year, surpassing the guidance range of $860 million to $885 million. Bookings saw a 34% increase year-on-year, totaling $1.129 billion, also exceeding the projected range of $1 billion to $1.025 billion. The company reported record Daily Active Users (DAUs) at 88.9 million, up 27% year-on-year, with notable growth in regions such as the U.S. and Canada (26% increase) and APAC (37% increase). Roblox also achieved record hours engaged at 20.7 billion, a 29% rise from the previous year. The company highlighted significant improvements in operating leverage, with cash from operations at $247.4 million, up 120% year-on-year, and free cash flow at $218 million, marking a 66% increase, both surpassing the guidance provided. Additionally, the call emphasized Roblox's commitment to safety and AI-driven enhancements, which contribute to its strategic goals, including capturing a larger share of the gaming software market.

Outstanding Financial Performance

Revenue in Q3 was $919 million, up 29% year-on-year, surpassing previous guidance of $860-$885 million. Q3 bookings were $1.129 billion, growing 34% year-on-year, ahead of the guidance of $1 billion-$1.025 billion.

Record User Engagement

Record DAUs of 88.9 million, up 27% year-on-year. Record hours engaged at 20.7 billion, up 29% year-on-year, with notable growth in APAC and Japan.

Significant Growth in Cash Flow

Q3 cash from operations was $247.4 million, up 120% year-on-year. Free cash flow was $218 million, up 66% year-on-year.

Expansion and Innovation

Introduction of AI-powered discovery algorithms, dynamic price floors, UGC for everyone, and inexperience price optimization. Launch of PlayStation significantly contributed to growth.

New Partnerships

Partnerships with Shopify and WPP, and integration with DoubleVerify for standard measurement.

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Roblox (RBLX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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RBLX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 10, 2021	2021 (Q1)	0.08 / -0.46	-0.136	-238.24% (-0.32)	―	―
Aug 16, 2021	2021 (Q2)	0.12 / -0.25	-0.131	-90.84% (-0.12)	―	―
Nov 08, 2021	2021 (Q3)	0.13 / -0.13	0.23	-156.52% (-0.36)	―	―
Feb 15, 2022	2021 (Q4)	-0.12 / -0.25	0.32	-178.13% (-0.57)	―	―
May 10, 2022	2022 (Q1)	-0.22 / -0.27	-0.46	41.30% (+0.19)	―	―
Aug 09, 2022	2022 (Q2)	-0.25 / -0.30	-0.25	-20.00% (-0.05)	―	―
Nov 09, 2022	2022 (Q3)	-0.32 / -0.50	-0.13	-284.62% (-0.37)
Feb 15, 2023	2022 (Q4)	-0.51 / -0.48	-0.25	-92.00% (-0.23)
May 10, 2023	2023 (Q1)	-0.36 / -0.44	-0.27	-62.96% (-0.17)
Aug 09, 2023	2023 (Q2)	-0.44 / -0.46	-0.3	-53.33% (-0.16)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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RBLX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Oct 31, 2024	$43.14	$51.72	+19.89%
Aug 01, 2024	$41.52	$38.85	-6.43%
May 09, 2024	$39.03	$30.42	-22.06%
Feb 07, 2024	$40.60	$44.74	+10.20%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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