Q4 2022 Supplemental Materials 1 Forward-Looking Statements The forward-looking statements included in this presentation represent our views as of the date of this presentation. We anticipate that subsequent events and developments will cause our views to change and all of our monthly financial results and operational metrics are subject to normal quarter end review and potential adjustments. We undertake no intention or obligation to update or revise any forward-looking statements, whether as a result of n ...

财务数据和关键指标变化 - 2022年第四季度营收899百万美元,同比增长17%,按固定汇率计算同比增长21% [2][3] - 2022年12月和1月营收同比分别增长20%和21% [2][3] - 2022年第四季度EBITDA为183百万美元,占营收的20.3% [6][7] - 2022年公司几乎没有现金流耗费,仅为负0.5% [3] 各条业务线数据和关键指标变化 - 公司正在向以用户创作内容为主的经济模式过渡,计划未来所有内容都由用户创作 [8][9] - 2022年第四季度活跃开发者数量同比增长33% [5] - 2022年底已有70个体验达到10亿次访问量 [5] 各个市场数据和关键指标变化 - 2022年第四季度,美国、加拿大和亚太地区的营收同比增长均达19% [2] - 2023年1月,欧洲和亚太地区营收同比增长29% [3] - 2023年1月,日本的日活跃用户和使用时长同比增长超过100% [20] 公司战略和发展方向及行业竞争 - 公司长期目标是发展到10亿日活跃用户 [14] - 公司正在加大对开发者社区的投入,希望开发者能创造出更多优质内容 [19][20] - 公司正在开发自动化的广告投放系统,未来广告收入有望成为新的增长点 [21][22] 管理层对经营环境和未来前景的评论 - 公司正在向更适合各年龄段用户的内容过渡,17-24岁用户的营收在1月同比增长39% [3][9] - 公司将继续保持谨慎的投资策略,但仍会大量投入研发和基础设施建设 [11][12][14] - 公司对未来发展前景充满信心,认为有巨大的增长空间 [3][14] 问答环节重要的提问和回答 问题1 **Omar Disuki 提问** ChatGPT对公司创作工具的发展有何影响 [7][8] **Dave 回答** 公司正在研究如何利用机器学习技术来加速创作工具的发展,包括代码、3D模型和头像创作等方面 [7][8] 问题2 **David Karnofsky 提问** 17-24岁用户的内容消费情况 [9][10] **Dave 回答** 公司正在推出更多适合年轻用户的内容,如恐怖题材的游戏体验受到欢迎 [9][10] 问题3 **Bernie McTernan 提问** 欧洲和亚太地区业务增长的原因 [15][16][17] **Dave 和 Mike 回答** 这些地区用户群体的年龄结构不同于美国,导致全年龄段用户同时快速增长;同时公司不断改善当地语言支持,提升用户体验 [15][16][17]

Roblox Corporation (NYSE:RBLX) Q3 2022 Earnings Conference Call November 9, 2022 8:30 AM ET Company Participants Stefanie Notaney - Director, Financial Communications David Baszucki - Founder and Chief Executive Officer Mike Guthrie - Chief Financial Officer Conference Call Participants David Karnovsky - JPMorgan Omar Dessouky - Bank of America Andrew Crum - Stifel Matthew Cost - Morgan Stanley Clark Lampen - BTIG Eric Sheridan - Goldman Sachs Matthew Thornton - Truist Securities Operator Good morning. My n ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR (I.R.S. Employer Identification No.) 970 Park Place San Mateo, California, 94403 (Address of principal executive offices and Zip Code) (888) 858-2569 (Registrant's telephone number, including area code) Securities registered pursuant to Section 12(b) of the Ac ...

Roblox Corporation (NYSE:RBLX) Q2 2022 Earnings Conference Call August 10, 2022 8:30 AM ET Company Participants Stefanie Notaney - Director of Financial Communications Dave Baszucki - Chief Executive Officer Mike Guthrie - Chief Financial Officer Hans Gunawan - Vice President, Finance Conference Call Participants Drew Crum - Stifel David Karnovsky - JPMorgan Clark Lampen - BTIG Matthew Cost - Morgan Stanley Omar Dessouky - Bank of America Bernie McTernan - Needham & Company Eric Sheridan - Goldman Sachs Bra ...

Q2 | 2022 1 Q2 2022 Supplemental Materials August 9, 2022 Forward-Looking Statements Q2 | 2022 2 This presentation contains "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995, including but not limited to, statements regarding our business, product strategy and user growth plans, our investment strategy, our continuation of improvements in growth rate, particularly bookings, the benefits of our product and operational initi ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from Commission File Number: 001-39763 Roblox Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 20-0991664 (State or other ...

Q1 | 2022 1 Q1 2022 Supplemental Materials May 10, 2022 Forward-Looking Statements Q1 | 2022 2 This presentation contains "forward-looking statements" within the meaning of the "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995, including but not limited to, statements regarding our estimated monthly metrics, product development, investment strategy, business strategy and plans. These forward-looking statements are made as of the date they were first issued and were based on cu ...

Roblox Corporation (NYSE:RBLX) Q1 2022 Earnings Conference Call May 11, 2022 8:30 AM ET Company Participants Stefanie Notaney - Director of Financial Communications David Baszucki - Chief Executive Officer Mike Guthrie - Chief Financial Officer Conference Call Participants Drew Crum - Stifel Bernie McTernan - Needham & Company Eric Sheridan - Goldman Sachs David Karnovsky - JPMorgan Brian Nowak - Morgan Stanley Omar Dessouky - Bank of America Brandon Ross - Lightshed Partners Clark Lampen - BTIG Operator Go ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from Commission File Number: 001-39763 Roblox Corporation (Exact Name of Registrant as Specified in its Charter) Delaware 20-0991664 (State or othe ...