Bookings ExpectationsRoblox reported bookings of $1,362M, which fell $11M below the $1,373M consensus estimate, representing a 1% shortfall.
Market ReactionShares fell sharply in reaction to the Q4 print despite the generally solid results, reflecting heightened expectations and disappointment over the slower advertising ramp.
User EngagementRoblox fell short on users and engagement, with daily active users and hours engaged not meeting estimates.