Mar 31, 2023

Roblox Q1 2023 Earnings Report

Roblox reported strong year-over-year growth in Daily Active Users, Hours Engaged, Revenue, and Bookings.

Key Takeaways

Roblox Corporation released its first quarter 2023 financial and operational results, demonstrating strong performance across core operating and financial metrics. Revenue was $655.3 million, up 22% year-over-year, and bookings were $773.8 million, up 23% year-over-year. The company is focusing on building a technology platform to enable creators and attract a global user base.

Revenue increased by 22% year-over-year to $655.3 million.

Bookings grew by 23% year-over-year to $773.8 million.

Daily Active Users (DAUs) reached 66.1 million, a 22% increase year-over-year.

Hours engaged totaled 14.5 billion, up 23% year-over-year.

Total Revenue
$774M
Previous year: $631M
+22.6%
EPS
-$0.44
Previous year: -$0.27
+63.0%
Bookings
$774M
Previous year: $631M
+22.6%
Daily Active Users
66.1M
Previous year: 54.1M
+22.2%
Hours Engaged
14.5B
Previous year: 11.8B
+22.9%
Gross Profit
$504M
Previous year: $402M
+25.4%
Cash and Equivalents
$828M
Previous year: $3.13B
-73.6%
Free Cash Flow
$82.4M
Previous year: $105M
-21.2%
Total Assets
$5.47B
Previous year: $4.72B
+16.0%

Roblox

Roblox

Forward Guidance

The company expects to moderate the rate of investment in headcount and infrastructure, generating operating leverage. More bookings are expected to be processed through credit cards and prepaid cards, positively impacting margins.