财务业绩概览 - 2024年第一季度营收为8.013亿美元，同比增长22% [8] - 归属于普通股股东的净亏损为2.706亿美元，合并净亏损为2.719亿美元，比公司预期亏损减少超过7000万美元 [5] - 经营活动提供的净现金及现金等价物为2.389亿美元，同比增长37% [9] - 自由现金流为1.911亿美元，较2023年第一季度增长133% [9] 用户指标与参与度 - 平均日活跃用户数为7770万，同比增长17% [8] - 2023年第一季度日活跃用户为6610万，同比增长22% [15] - 2023年第四季度日活跃用户为7150万，同比增长22% [15] 业绩与预期对比 - 第一季度营收8.013亿美元低于分析师预期的超过9亿美元 [8]，但高于公司自身指导的7.55亿至7.8亿美元 [8][11] - 实际合并净亏损2.719亿美元远好于公司预期的3.47亿至3.42亿美元亏损 [5][11] - 调整后税息折旧及摊销前利润亏损690万美元，远好于公司预期的5500万至5000万美元亏损 [9][12] 增长战略与潜力 - 公司计划拓展除青少年以外的其他年龄段用户群体和市场 [3] - 正在构建大规模社交和约会平台功能，可能意味着巨大的未开发潜力 [3] - 虚拟游戏货币Robux继续为公司带来巨大的游戏内购买收入流潜力 [4] 历史业绩比较 - 2023年第四季度营收为7.499亿美元，同比增长30%，净亏损为3.237亿美元 [15] - 2023年第一季度营收为6.553亿美元，同比增长22% [15] - 2023年第四季度预订量为11.268亿美元，同比增长25% [15]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from Commission File Number: 001-39763 Roblox Corporation (Exact Name of Registrant as Specified in its Charter) (State or other jurisdiction of incorporation or organization) Delaware 20-0991664 ...

Exhibit 99.1 Roblox Reports First Quarter 2024 Financial Results Strong net cash and cash equivalents provided by operating activities up 37% year-over-year and record free cash flow up 133% year-over-year 1 SAN MATEO, Calif., May 9, 2024 - Roblox Corporation (NYSE: RBLX), a global platform bringing millions of people together through shared experiences, released its first quarter 2024 financial and operational results and issued its second quarter and updated full year 2024 guidance today. Separately, Robl ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Roblox (RBLX) .Roblox currently has an average brokerage recommendation (A ...

Wall Street analysts forecast that Roblox (RBLX) will report quarterly loss of $0.53 per share in its upcoming release, pointing to a year-over-year decline of 20.5%. It is anticipated that revenues will amount to $931.05 million, exhibiting an increase of 20.3% compared to the year-ago quarter.The consensus EPS estimate for the quarter has been revised 2.1% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estima ...

Shares of Roblox (RBLX) have gained 0.4% over the past four weeks to close the last trading session at $36.58, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $49.05 indicates a potential upside of 34.1%.The average comprises 22 short-term price targets ranging from a low of $18 to a high of $60, with a standard deviation of $9.78. While the lowest estimate indicates a decline o ...

股价表现 - Roblox (RBLX) 最新收盘价为 $36.01，较前一天上涨了 +1.35% [1] - Roblox 的股价在过去一个月下跌了 6.94%，落后于消费者自由选择行业的损失 6.35% 和标普500指数的损失 3.15% [2] 财务表现 - Roblox 即将公布的财报显示，预计每股亏损为 -$0.53，同比下降 20.45%，预计营收为 $931.05 亿美元，同比增长 20.32% [3] - Zacks Consensus Estimates 预测 Roblox 全年每股亏损为 -$2.09，营收为 $4.23 十亿美元，较去年分别下降 11.76% 和增长 20.12% [4]

Key TakeawaysRoblox shares jumped nearly 4% Tuesday after JPMorgan analysts upgraded the online gaming platform's stock and raised its price target.The bank boosted its rating on Roblox to "overweight" from "neutral," and increased the price target by $7 to $48.JPMorgan analyst Cory Carpenter said that with investors hesitant to buy shares, Roblox was at a "compelling entry point."Despite Tuesday's gains, Roblox shares are down 21% so far this year. Shares of online gaming platform Roblox (RBLX) advanced Tu ...

广告推动收入增长 - Roblox公司计划通过广告来推动平台的收入增长[2] - Roblox与PubMatic合作，将在开发者创建的三维领域中推出沉浸式视频广告[3] - Roblox平台因用户参与度高而适合广告投放，平均每日活跃用户的平均会话时间为2.5小时[5] 收入目标和现金流 - 广告业务只需每位13岁以上用户每年产生2.50美元的收入，就能达到1亿美元的年度水平[10] - Roblox计划在2024年实现42亿美元的收入目标[9] - Roblox已经实现了现金流的正收益，公司在2023年从运营中获得了4.58亿美元[16] 股票投资机会 - Roblox股票在36美元以下是一个很好的买入机会，公司目前价值约为5.5倍EV/S目标[15] - Roblox股票的长期增长机会吸引投资者，尤其是在股价下跌时[18]

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Roblox. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...