Roblox Sees Big Gain in Users, Driving up Costs

Growth & User Engagement - Roblox's bookings growth increased by 70% year-on-year, reaching 19 billion [1] - Daily active users (DAU) surpassed 150 million, a 70% year-on-year increase [2] - The platform reached a peak of 45 million concurrent players [3] - Cumulative growth has averaged 37% over the last two years [3] Safety & Technology - Roblox is committed to establishing a gold standard for safety, utilizing AI for facial age estimation [4] - The platform employs text filtering and critical harms monitoring to prevent image sharing [5] - New technology aims to support diverse experiences, avatars, and competitive gaming [9] Financial Performance & Infrastructure - Roblox generated over 440 million in free cash flow in Q4 [3] - The company is investing in infrastructure to support growth, including cloud compute and safety measures [1] Market & Future Vision - Roblox aims to capture 10% of the global gaming content market, currently exceeding 3% [8] - The company envisions a future where AI enhances game development and accessibility [12] - The global gaming market is estimated to be between 180 and 200 billion [10]