RBLX Earnings Prediction
The chart below shows how RBLX performed 10 days before and after its earnings report, based on data from the past quarters. Typically, RBLX sees a -2.36% change in stock price 10 days leading up to the earnings, and a -0.31% change 10 days following the report. On the earnings day itself, the stock moves by +1.81%. This data can give you a slight idea of what to expect for the next quarter's release.
RBLX Key Earning Data
RBLX Earnings Analysis
Positive
Q1 Revenue Surge: Q1 revenue reached $1.035 billion, up 29% year-on-year, exceeding guidance of $990 million to $1.015 billion.
Strong Q1 Bookings Growth: Q1 bookings were $1.207 billion, up 31% year-on-year, surpassing the high end of guidance of $1.125 billion to $1.15 billion.
User Growth Surge: Daily Active Users (DAUs) reached 97.8 million, up 26% year-on-year, with significant growth in key regions: 22% in U.S. and Canada, 40% in APAC, 48% in Japan, and 77% in India.
Platform Engagement Growth: Total hours spent on the platform hit 21.7 billion, up 30% year-on-year, with notable increases in engagement across all regions.
Strong Cash Flow Growth: Cash from operations was $443 million, up 86% year-on-year, exceeding guidance by 17%.
Free Cash Flow Surge: Free cash flow in Q1 was $426 million, up 123% year-on-year, also exceeding guidance by 18%.
Creator Earnings Surge: Creator earnings (DevEx) increased by 39% year-on-year to $281 million, with creators on track to earn over $1 billion this year for the first time.
Creator Earnings Surge: The top 100 creators earned an average of $6.7 million in the last 12 months, up 35% from the previous year, indicating a thriving creator ecosystem.
Operational Efficiency Gains: Roblox's focus on operational efficiency has led to personnel costs growing slower than revenue and bookings, allowing for better leverage.
Advertising Partnership Expansion: The company is expanding its advertising partnerships, including a collaboration with Google to enhance ad formats and analytics.
AI Technology Investment: Roblox is actively investing in AI technology, with advancements in 3D and 4D generation capabilities, enhancing user experience and content creation.
Strong Liquidity Position: The balance sheet remains strong with $4.5 billion in gross cash and $3.5 billion in net cash, indicating robust liquidity.
Negative
Revenue Growth Analysis: Revenue growth of 29% year-on-year, but still below expectations in certain markets.
DAU Growth Challenges in Europe: DAUs in Europe growing more slowly than other regions, indicating potential market saturation or competition issues.
European Market Challenges: Despite overall growth, the company is still facing challenges in the European market, particularly with DAUs and hours of engagement.
Revenue Generation Concerns: Concerns about the reliance on a small number of experiences for revenue generation, despite efforts to diversify.
Turkey Offline Impact: The ongoing impact of Turkey being offline, which is affecting DAUs and hours in Europe, although bookings remain stable.
Creator Earnings Concerns: While creator earnings are up, the percentage of revenue going to creators is still a concern, indicating potential dissatisfaction among developers.
RBLX FAQs
How does RBLX typically perform around its earnings report dates?
RBLX's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a -2.36% change leading up to the report and a -0.31% change in the 10 days following the release.
Is Roblox Corp (RBLX) Q1 2025 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
RBLX Earning Call Sentiment
Roblox Corporation (RBLX) Q1 2025 Earnings Call Transcript
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