Roblox(US:RBLX) 美股IPO·2026-02-06 03:52Financial Performance - Roblox reported Q4 revenue of $1.415 billion, a year-over-year increase of 43% [2] - The net loss was $316 million, widening nearly 44% from a net loss of $220 million in the same period last year [2] - Earnings per share loss was 45 cents, better than the market expectation of a 48 cents loss [2] - Bookings grew by 63% year-over-year to $2.22 billion, exceeding market expectations of $2.05 billion [2] - Average daily active users (DAUs) reached 144 million, a 69% increase year-over-year, surpassing market expectations of 138 million [2] Future Guidance - Roblox expects Q1 2026 bookings to be between $1.69 billion and $1.74 billion, higher than the market expectation of $1.68 billion [4] - The company announced it will no longer provide annual performance guidance starting in 2027 due to inherent business volatility, focusing instead on quarterly guidance [4] User Safety and Demographics - Roblox has faced criticism for placing underage users at risk, with multiple lawsuits filed regarding child exploitation on the platform [5] - As of Q4, the company implemented mandatory age verification for users wishing to use communication features in Australia, New Zealand, and the Netherlands, with 60% of daily users in these markets completing verification [5] - Globally, 45% of daily users have completed age verification [5] - 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 [5] - The company noted that accurate age data presents long-term opportunities to customize features and content, enhancing safety and civility, which could drive organic user engagement growth [5] - The age verification results indicated that the user base is younger than previously reported, with 38% of daily active users aged 13-17, 35% under 13, and 27% aged 18 and above [5] - The scale of the younger user demographic is considered a "valuable strategic asset" by the company [5]