NYSE$RBLX

Roblox Corp. · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Roblox's revenue increased by 30% year over year, driven by strong growth in daily active users and hours engaged.

Roblox reported a 30% increase in revenue to $591.2 million, with bookings at $639.9 million. Daily Active Users (DAUs) increased by 21% to 52.2 million, and Hours Engaged grew by 16% to 11.3 billion.

  • Revenue increased by 30% year over year to $591.2 million.
  • Daily Active Users (DAUs) grew by 21% year over year to 52.2 million.
  • Hours Engaged increased by 16% year over year to 11.3 billion.
  • Bookings were $639.9 million, a decrease of 4% year over year.

Headline financials

Total Revenue

$591M

Previous: $454M+30.2%
EPS (adj)

-$0.30

Previous: -$0.25-20.0%
Average DAUs

52.2M

Previous: 43.1M+21.1%
Hours engaged

11.3B

Previous: 9.7B+16.5%
Bookings

$640M

Previous: $665M-3.8%
Capital Expenditures

-$136M

Previous: -$45.4M-198.9%
Free Cash Flow

-$312M

Previous: -$186M-68.2%
Net Income

-$176M

Previous: -$140M-25.9%
Operating Income

-$170M

Previous: -$143M-19.1%
Gross Profit

$448M

Previous: $337M+32.9%
Cash & Equivalents

$3.08B

Previous: $1.78B+72.8%
Total Assets

$4.92B

Previous: $3.07B+60.0%
Stock-Based Comp

$146M

Previous: $81.7M+79.3%

Revenue & EPS history

Roblox · Revenue · Quarterly

$591M

Q2 2022+30.2%vs Q2 2021
Beat estimate in 2 of 10 quarters(20%)
ActualEstimate

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+1.0%

Avg return

Earnings day

+2.0%

Avg return

5 days after

+4.2%

Avg return

30 days after

44%

11 / 25 earnings

Positive

+40.4%

Q3 2021

Best reaction

-21.2%

Q4 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.5%-21.7%-16.3%
Q4 2025+9.7%+13.9%+4.9%
Q3 2025-15.5%-22.1%-28.9%
Q2 2025-9.3%-2.6%-9.6%
Q1 2025+2.9%+5.5%+29.7%
Q4 2024-11.1%-12.5%-24.2%
Q3 2024+19.2%+18.6%+16.2%
Q2 2024-6.0%-9.3%+5.9%
Q1 2024-19.4%-18.9%-8.7%
Q4 2023+10.5%+7.7%-1.6%
Q3 2023+8.5%+10.5%+16.4%
Q2 2023-18.9%-19.1%-23.1%
Q1 2023+10.2%+7.7%+6.9%
Q4 2022+22.2%+14.6%+22.5%
Q3 2022-13.8%-9.0%-19.1%
Q2 2022-1.8%+4.6%-14.4%
Q1 2022-2.6%+34.0%+23.9%
Q4 2019+2.9%-3.3%-6.0%
Q4 2021-21.2%-27.2%-32.2%
Q3 2020+23.7%+39.7%+51.0%
Q3 2021+40.4%+37.9%+60.0%
Q2 2020-6.3%-1.4%-2.2%
Q2 2021-6.3%-1.4%-2.2%
Q4 2020-6.1%-0.7%+22.9%
Q1 2021+14.4%+4.5%+34.1%
Q1 2020
Q3 2019
Q2 2019
Q1 2019

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