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Roblox shares rocket on earnings beat, strong forecast
- Roblox reports Q4 bookings of $2.22 billion, beating analysts' $2.05 billion estimate.
- The company posted a fourth-quarter net loss of $316 million, up from $220 million a year earlier.
- First-quarter bookings are guided between $1.69 billion and $1.74 billion, above expectations of $1.68 billion.
- Roblox saw daily active users rise to 144 million in Q4, up 69% year over year.
- Roblox will shift to quarterly guidance after ending annual guidance from 2027 due to intrinsic variability.
- Age-check rollout in Australia, New Zealand and the Netherlands is cited as a factor creating engagement headwinds.
- Roblox notes 60% of daily users in those markets had age checks by quarter-end, with 45% globally.
- Roblox described age data as a strategic asset for tailoring safety and content.
- Roblox says its user base is younger than self-reported, highlighting 13-17 year-olds at 38% of daily users.
- Roblox emphasizes the strategic upside of its young-user scale for future growth.
- Roblox reported 144 million daily active users in Q4, with a 69% year-over-year rise.
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