NYSE$RBLX

Roblox Corp. · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Roblox reported strong growth across core financial and operating metrics.

Roblox reported a 31% increase in revenue year-over-year, reaching $893.5 million, and a 22% increase in bookings, totaling $955.2 million. The company's average daily active users (DAUs) also grew by 21% year-over-year, with hours engaged up by 24%.

  • Revenue increased by 31% year-over-year to $893.5 million.
  • Bookings increased by 22% year-over-year to $955.2 million.
  • DAUs increased by 21% year-over-year to 79.5 million.
  • Hours engaged increased by 24% year-over-year to 17.4 billion.

Headline financials

Total Revenue

$894M

Previous: $681M+31.3%
EPS

-$0.32

Previous: -$0.46+30.4%
Average DAUs

79.2M

Previous: 65.5M+20.9%
Hours engaged

17.3B

Previous: 14.0B+23.9%
Bookings

$955M

Previous: $781M+22.3%
Capital Expenditures

-$86.4M

Previous: -$202M+57.3%
Free Cash Flow

-$292M

Previous: -$485M+39.7%
Net Income

-$206M

Previous: -$283M+27.2%
Operating Income

-$238M

Previous: -$314M+24.2%
Gross Profit

$695M

Previous: $519M+34.0%
Cash & Equivalents

$966M

Previous: $520M+85.8%
Total Assets

$6.47B

Previous: $5.6B+15.6%
R&D Expense

$362M

No prior period
Stock-Based Comp

$252M

Previous: $212M+18.6%

Revenue & EPS history

Roblox · Revenue · Quarterly

$894M

Q2 2024+31.3%vs Q2 2023
Beat estimate in 2 of 15 quarters(13%)
ActualEstimate

Forward guidance

Roblox provided its third quarter and updated full year 2024 GAAP and non-GAAP guidance.

Tailwinds

  • Third Quarter 2024 Revenue between $860 million and $885 million.
  • Third Quarter 2024 Bookings between $1,000 million and $1,025 million.
  • Third Quarter 2024 Net cash and cash equivalents provided by operating activities between $147 million and $162 million.
  • Third Quarter 2024 Free cash flow between $105 million and $120 million.
  • Full Year 2024 Revenue between $3,490 million and $3,540 million.

Headwinds

  • Third Quarter 2024 Consolidated net loss between $(275) million and $(255) million.
  • Third Quarter 2024 Capital expenditures and purchases of intangible assets of $(42) million.
  • Full Year 2024 Consolidated net loss between $(1,089) million and $(1,049) million.
  • Full Year 2024 Capital expenditures and purchases of intangible assets of $(180) million.
  • Third Quarter 2024 Adjusted EBITDA between $22 million and $42 million.

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 2024

Historical avgQ2 2024

+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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