RBLX tumbles -15% after earnings miss

Q4 GAAP EPS of -$0.25 misses by $0.13.

Revenue of $568.8M (+83.5% Y/Y) misses by $212.9M.

January 2022 Key Metric Estimates:

Revenue was between $203 million – $206 million, up 64% – 66% year over year;

DAUs were 54.7 million, up 32% from January 2021;

Hours engaged were 4.2 billion, up 26% year over year;

Bookings were between $220 million and $223 million, up 2% – 3% year over year;

ABPDAU were between $4.02 – $4.08, down 22% – 23% year over year