Roblox down -15% after missing on earnings


Roblox (NYSE:RBLX): Q1 GAAP EPS of -$0.27 misses by $0.08.

Bookings of $631.21M (-3.2% Y/Y) misses by $15M.

Revenue increased 39% over Q1 2021 to $537.1 million.

Net cash provided by operating activities of $156.4 million; Free cash flow was $104.6 million.

Hours Engaged were 11.8 billion, an increase of 22% year over year.

Average Daily Active Users (DAUs) were 54.1 million, an increase of 28% year over year.

April 2022 Key Metric Estimates:

Revenue was between $189 million – $192 million, up 30% – 32% year over year.

Bookings were between $221 million and $224 million, down 8% – 10% year over year.

DAUs were 53.1 million, up 23% year over year.

Hours Engaged were 3.8 billion, up 18% year over year.

ABPDAU were between $4.16 – $4.22, down 25% – 26% year over year.


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