NYSE$RBLX

Roblox Corp. · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

Reported strong year-over-year growth in Daily Active Users, Hours Engaged, and Bookings.

Roblox Corporation reported its Q4 and Full Year 2022 financial results. Q4 revenue was $579.0 million, up 2% year-over-year, and bookings were $899.4 million, up 17% year-over-year. Average Daily Active Users (DAUs) were 58.8 million, up 19% year-over-year, and hours engaged were 12.8 billion, up 18% year-over-year.

  • Revenue was $579.0 million, up 2% year-over-year.
  • Bookings were $899.4 million, up 17% year-over-year.
  • Average Daily Active Users (DAUs) were 58.8 million, up 19% year-over-year.
  • Hours engaged were 12.8 billion, up 18% year-over-year.

Headline financials

Total Revenue

$899M

Previous: $770M+16.8%
EPS (adj)

-$0.48

Previous: -$0.25-92.0%
Average DAUs

58.8M

Previous: 49.4M+19.0%
Hours engaged

12.8B

Previous: 10.8B+18.5%
Capital Expenditures

$157M

Previous: $44.9M+249.8%
Free Cash Flow

-$38M

Previous: $77.3M-149.2%
Net Income

-$291M

Previous: -$143M-103.4%
Operating Income

-$302M

Previous: -$140M-116.2%
Gross Profit

$437M

Previous: $417M+4.7%
Cash & Equivalents

$2.98B

Previous: $3B-0.9%
Total Assets

$5.38B

Previous: $4.56B+17.9%
Stock-Based Comp

$169M

Previous: $120M+41.0%

Revenue & EPS history

Roblox · Revenue · Quarterly

$899M

Q4 2022+16.8%vs Q4 2021
Beat estimate in 2 of 15 quarters(13%)
ActualEstimate

Forward guidance

Roblox will cease publishing monthly metrics following the release of March 2023 monthly metrics in April 2023.

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 Q4 2022

Historical avgQ4 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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