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 -2.68% change in stock price 10 days leading up to the earnings, and a -2.29% change 10 days following the report. On the earnings day itself, the stock moves by +1.20%. 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.
RBLX FAQs
How does RBLX typically perform around its earnings report dates?
Is Roblox Corporation (RBLX) Q3 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
RBLX Earning Call Sentiment
Roblox Corporation (RBLX) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
RBLX.N
1.4%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.
