Roblox(US:RBLX) Zhi Tong Cai Jing·2026-02-06 02:26Group 1 - The core viewpoint of the article highlights Roblox's Q4 performance exceeding expectations, with a revenue of $1.415 billion, a 43% year-over-year increase, and a net loss of $316 million, which is a 44% increase compared to the previous year's loss of $220 million [1] - Roblox's bookings grew by 63% year-over-year to $2.22 billion, surpassing market expectations of $2.05 billion [1] - The average daily active users (DAUs) reached 144 million, a 69% increase year-over-year, exceeding market expectations of 138 million [1] Group 2 - For Q1 2026, Roblox expects bookings to be between $1.69 billion and $1.74 billion, higher than the market expectation of $1.68 billion [2] - The company announced it will no longer provide annual performance guidance starting in 2027 due to inherent business volatility, focusing instead on quarterly guidance [2] - Roblox has faced criticism regarding the safety of underage users, with lawsuits filed related to child exploitation on the platform; in response, the company has implemented mandatory age verification in certain markets [2] Group 3 - As of Q4, 60% of daily users in Australia, New Zealand, and the Netherlands have completed age verification, with a global completion rate of 45% [2] - 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 [2] - The age verification results indicate a younger user demographic, with 38% of daily active users aged 13-17, 35% under 13, and 27% over 18, which the company views as a valuable strategic asset [2]