Roblox(US:RBLX) 智通财经网·2026-02-06 01:50Group 1 - The core viewpoint of the article highlights Roblox's strong Q4 performance, with revenue exceeding expectations and a significant increase in daily active users [1][3] - Roblox reported Q4 revenue of $1.415 billion, a 43% year-over-year increase, while net loss widened to $316 million from $220 million, a nearly 44% increase [1] - The company achieved a bookings growth of 63% to $2.22 billion, surpassing market expectations of $2.05 billion [1] Group 2 - For Q1 2026, Roblox expects bookings to be between $1.69 billion and $1.74 billion, exceeding market expectations of $1.68 billion [3] - Due to inherent business volatility, Roblox will stop providing annual performance guidance starting in 2027 and will focus on quarterly guidance instead [3] - The company has faced criticism regarding the safety of underage users and has implemented mandatory age verification in certain markets, with 60% of daily users in those markets completing the verification [3] Group 3 - The implementation of age verification has had a "mid-single-digit percentage negative impact" on user engagement and a "low-single-digit percentage negative impact" on bookings growth [3] - Roblox's user demographic is younger than previously reported, with 38% of daily active users aged 13-17, 35% under 13, and 27% over 18 [3] - The company views its scale among younger users as a "valuable strategic asset" that can enhance safety and engagement through tailored features and content [3]