财务数据和关键指标变化 - 2024年第一季度营收(bookings)为9.1亿美元至9.4亿美元,同比增长19.4% [9] - 2024年第一季度净亏损272百万美元,相比去年同期基本持平 [10] - 2024年第一季度经营活动现金流为2.38亿美元,同比增长37% [10] - 2024年第一季度自由现金流为1.91亿美元,同比增长133% [10] 各条业务线数据和关键指标变化 - 日活跃用户(DAU)超过7700万,同比增长17% [8] - 13岁以上DAU同比增长22% [8] - 日本市场DAU同比增长50%,印度市场DAU同比增长58% [8] 各个市场数据和关键指标变化 - 美国和加拿大市场最近3周的DAU、小时数和营收增长均超过20% [15][16] 公司战略和发展方向及行业竞争 - 公司继续致力于连接全球10亿人,并提升平台的性能和安全性 [7][28] - 公司正在加强内容发现和分发,优化搜索算法,推出更多主题活动 [17][18][19][20] - 公司正在完善虚拟经济,推出动态价格下限等措施 [21][22] - 公司正在加强广告业务,与PubMatic合作,与沃尔玛进行实体商品销售测试 [25][26] - 公司正在利用自身的数据优势,开发AI辅助创作和内容审核等工具 [27] 管理层对经营环境和未来前景的评论 - 2024年全年营收指引下调约4%,主要由于2023年第四季度的强劲表现难以持续 [16] - 但公司的现金流和利润率指引保持不变,体现了公司的运营效率 [31][32][33][34] - 公司相信未来3-5年仍有20%左右的增长潜力 [49][50] 问答环节重要的提问和回答 问题1 **Bernie McTernan 提问** 是否看到内容创作和发布的速度和质量有变化 [38] **David Baszucki 回答** 公司正在优化内容分发,使新内容获得更多曝光,第一季度新内容进入前20的速度有所提升 [39] 公司计划每1-2个月举办一次主题活动,以突出平台内容的丰富性 [39] 问题2 **Omar Dessouky 提问** 公司此前提到2025-2027年有20%左右的增长潜力,是否仍然如此 [48][49] **Mike Guthrie 回答** 公司仍然相信未来3-5年有20%左右的增长潜力,广告业务将在2026-2027年逐步成为增长动力 [50][51][52] 问题3 **Cory Carpenter 提问** 第一季度用户参与度下滑的原因,以及第二季度营收指引下调的原因 [59][63] **David Baszucki 和 Mike Guthrie 回答** 第一季度用户参与度下滑主要是由于一些新功能在低端Android设备上的性能问题 [60][61][62] 第二季度营收指引下调是出于谨慎,因为最近3周的改善情况还需要更长时间验证 [63][64]

Pre-market futures are down a bit again this morning. We appear to be plateauing a bit this week, following a gallant fight back from near-term lows mid-April. But without heavy impacts from major economic reports or marquee names posting earnings, our sailboat is adrift, ebbing slightly lower. The Dow is down -80 points at this hour, the S&P 500 is -4 and the Nasdaq -6 points. The Dow tries to achieve a seventh-straight positive trading session, although with relatively minuscule gains of late.Initial Jobl ...

Guidance is one of Roblox's problems. A too-expensive valuation is another.Shares of online gaming platform Roblox Corporation (RBLX -21.98%) tumbled 21% through 10:35 a.m. ET Thursday despite beating on both sales and earnings this morning.Heading into the Q1 2024 report, analysts had forecast Roblox would lose $0.53 per share on $923 million in quarterly bookings. (A proxy for revenue, Roblox's bookings consist of sales of Robux, virtual currency that will eventually be spent and converted into revenue.) ...

To use a term that Roblox (NYSE:RBLX) users understand, it might be “game over” for RBLX stock. Throughout the past few years, the video game producer has risen to the top of the online gaming world and gained prominence as a metaverse stock. However, Roblox recently reported mixed earnings for the first quarter and revealed a troubling statistic that has sent RBLX stock plunging; it expects its bookings to decline significantly. This means that player spending within the digital Roblox universe is falling, ...

Key TakeawaysRoblox shares plummeted in intraday trading Thursday after its first-quarter results and guidance disappointed.Revenue and bookings narrowly missed estimates, with current-quarter and full-year guidance for bookings also below expectations.Despite revenue growing substantially year-over-year, Roblox reported a nearly identical net loss to the first quarter of last year. Shares of Roblox Corp. (RBLX) fell substantially in intraday trading Thursday following the release of the video game company' ...

Roblox (RBLX) reported $923.76 million in revenue for the quarter ended March 2024, representing a year-over-year increase of 19.4%. EPS of -$0.43 for the same period compares to -$0.44 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $931.05 million, representing a surprise of -0.78%. The company delivered an EPS surprise of +18.87%, with the consensus EPS estimate being -$0.53.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall S ...

关于作者和出版商 - 作者Emily Jarvie曾担任澳大利亚政治记者，后专注于报道新兴迷幻药领域的商业、法律和科学发展，并在2022年加入Proactive [1] - 作者的作品发表在澳大利亚、欧洲和北美的报纸、杂志和数字出版物上，包括The Examiner、The Advocate和The Canberra Times等 [1] - Proactive是一家提供快速、易获取、信息丰富且可操作的商业和金融新闻内容的出版商，其内容由经验丰富的新闻记者团队独立制作 [1] 公司覆盖范围和专业领域 - Proactive的新闻团队覆盖全球主要金融和投资中心，包括伦敦、纽约、多伦多、温哥华、悉尼和珀斯 [2] - 公司专注于中小市值市场，同时也涵盖蓝筹股公司、大宗商品和更广泛的投资故事 [3] - 团队提供多个领域的新闻和独特见解，包括生物技术、制药、矿业、自然资源、电池金属、石油和天然气、加密货币以及新兴数字和电动汽车技术 [4] 技术应用 - Proactive积极采用前瞻性技术，包括自动化和生成式AI工具，但所有内容均由人类编辑和撰写，遵循内容生产和搜索引擎优化的最佳实践 [5][7] - 公司的人类内容创作者拥有数十年的宝贵专业知识和经验，同时使用技术辅助和增强工作流程 [6]

Roblox (RBLX) came out with a quarterly loss of $0.43 per share versus the Zacks Consensus Estimate of a loss of $0.53. This compares to loss of $0.44 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 18.87%. A quarter ago, it was expected that this online gaming platform would post a loss of $0.57 per share when it actually produced a loss of $0.52, delivering a surprise of 8.77%.Over the last four quarters, the company has sur ...

Key PointsRoblox's good quarter is overshadowed by high expectations and weak guidance, resulting in a 30% stock implosion. The company is growing and building leverage, but the stock may not rebound soon. Expect analysts to provide a headwind for stock prices with downgrades and lowered price targets. 5 stocks we like better than RobloxThere were high hopes for Roblox NYSE: RBLX going into the Q1 release, and they were shattered on the rocks of reality. The reality is that the metaverse, as neat as it soun ...

The post-pandemic struggles and the overall slowdown in the gaming industry have significantly impacted many franchises, with Roblox (NYSE: RBLX) suffering the same fate after announcing Q1 earnings.After the announcement, RBLX stock plummeted by an astonishing 27.49%, effectively reducing the price of RBLX shares from $39.03 to $28.03 in the pre-market.RBLX stock 24-hour price chart. Source: Google FinanceBeating estimates wasn’t enough for RobloxRoblox exceeded Q1 earnings and revenue estimates but saw a ...