盘后股价暴涨近20%！Roblox全年预订指引超出预期

Core Insights - The company reported a fourth-quarter booking of $2.22 billion, exceeding analyst consensus of $2.09 billion, with a year-over-year growth of 63% [2] - Revenue reached $1.42 billion, a 43% increase year-over-year, but slightly below the analyst expectation of $1.44 billion [2] - Roblox reported a loss of $0.45 per share, which was better than the expected loss of $0.48 per share [2] User Engagement Metrics - Daily active users (DAUs) reached 144 million, a 69% year-over-year increase, surpassing the analyst estimate of 140.39 million [2] - Total user engagement hours amounted to 35 billion hours, an 88% increase year-over-year, exceeding the expected 32.97 billion hours [2] Future Outlook - For fiscal year 2026, the company provided an optimistic outlook, expecting bookings between $8.28 billion and $8.55 billion, above the analyst consensus of $8.05 billion [2] - Revenue guidance is set between $6.02 billion and $6.29 billion, while analysts estimated $6.19 billion [2] First Quarter Projections - For the first quarter, the company expects bookings between $1.69 billion and $1.74 billion, aligning with the analyst estimate of $1.7 billion [3] - Revenue is projected to be between $1.37 billion and $1.42 billion, with analyst consensus at $1.41 billion [3] Cash Flow Performance - The company generated impressive cash flow in the fourth quarter, with operating cash flow of $607 million, a 229% year-over-year increase [3] - Free cash flow reached $307 million, a 155% increase year-over-year, significantly higher than the analyst estimate of $159.6 million [3]