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 +1.01% change in stock price 10 days leading up to the earnings, and a +0.07% change 10 days following the report. On the earnings day itself, the stock moves by +1.73%. This data can give you a slight idea of what to expect for the next quarter's release.
RBLX Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
918.95M
28.84%
2.84%
Gross Margin
77.69%
0.82%
-0.12%
Operating Margin
-30.34%
-27.88%
13.85%
Net Margin
-26.17%
-33.05%
12.85%
EPS
-0.37
-17.78%
15.62%
No Data Available
RBLX Earnings Analysis
Roblox Corporation Corporation (RBLX.N) Earnings Conference Call
Positive
Q3 Revenue Surge: Revenue in Q3 was $919 million, up 29% year-on-year and ahead of guidance of between $860 million and $885 million.
Strong Q3 Bookings Growth: Q3 bookings were $1.129 billion, growing even faster at 34% year-on-year, ahead of guidance of $1 billion to $1.025 billion.
DAU Growth Surge: Record DAUs of 88.9 million, up 27% year-on-year, with significant improvements across all regions.
Regional Revenue Increases: We had huge improvements year-on-year in the US and Canada up 26% and in APAC up 37%.
Developer Exchange Fees Surge: Our developer exchange fees were $231.5 million, an all-time high, reflecting our commitment to creators, increasing 36% year-on-year.
Negative
Q3 Revenue Performance: Revenue in Q3 was $919 million, which was up 29% year-on-year but below the guidance of between $860 million and $885 million.
Q3 Bookings Performance: Our Q3 bookings were $1.129 billion, which grew even faster at 34% year-on-year, but this was below our guidance of $1 billion to $1.025 billion.
Developer Exchange Fee Surge: Our developer exchange fees were $231.5 million, an all-time high, reflecting a 36% increase year-on-year, indicating rising costs for creators.
Rising Operational Expenses: Our infra, trust and safety costs were up 4% year-on-year and 6% versus Q2, indicating increasing operational expenses.
Personnel Cost Analysis: Our personnel costs, excluding stock-based comp, were $202.2 million, which was 22% of revenue and 18% of bookings, showing a significant cost burden.
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RBLX Earning Call Sentiment
Roblox Corporation (RBLX) Q3 2024 Earnings Call Transcript
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RBLX.N
0.15%Positive
Roblox's earnings call indicates strong financial performance with a 29% revenue increase and 34% bookings growth. The company's focus on safety, user engagement, and AI integration is promising, despite some uncertainties in the Q&A. The optimistic guidance for revenue and free cash flow further supports a positive outlook. The lack of clear timelines for new content moderation tools and unclear impact of paid access games are concerns, but overall, the financial metrics and strategic initiatives suggest a likely positive stock price reaction.