Financial Data and Key Metrics Changes - In Q3 2025, revenue reached $1.36 billion, up 48% year-on-year, while bookings were $1.92 billion, up 70% year-on-year [7][8][16] - Daily Active Users (DAUs) hit 151.5 million, representing a 70% increase year-on-year, with significant growth across all regions [5][6] - Engagement hours totaled 39.6 billion, up 91% year-on-year, with notable increases in both U.S. and Canada (47%) and APAC (127%) [7][8] Business Line Data and Key Metrics Changes - The number of experiences with over 10 million DAUs reached 7 million, including five new experiences created in the last 12 months [4][5] - Developer Exchange (DevEx) earnings reached $427.9 million, up 85% year-on-year, and have grown 250% from two years ago [7][8][10] Market Data and Key Metrics Changes - Bookings in APAC increased by 110% year-on-year, with specific highlights including Japan (125%), India (146%), and Indonesia (804%) [7][8] - Monthly unique payers grew to 35.8 million, up 88% year-on-year, indicating strong market penetration [7][8] Company Strategy and Development Direction - The company aims to capture 10% of the global gaming content market, currently at 3.2%, up from 2.3% last year [4] - Investments in technology and infrastructure are focused on genre expansion, including competitive genres like shooters and sports [8][10] - The company is enhancing its discovery system to promote new creators and experiences, ensuring long-term ecosystem health [9][46] Management's Comments on Operating Environment and Future Outlook - Management acknowledges potential short-term friction from new safety policies but believes these will enhance long-term growth [20][21] - The company is optimistic about the adoption of new technologies and their impact on future growth, despite tough comparisons in 2026 [19][39] Other Important Information - The company has launched an IP platform to connect IP holders and creators, enhancing the creator ecosystem [10] - A partnership with the Attorney General's Alliance on child safety has been established, focusing on improving safety measures on the platform [11][12] Q&A Session Summary Question: AI Infrastructure and User Experience - The CEO discussed the potential of AI and GPU investments to enhance user experiences and real-time content generation [24][25] Question: Competition and Creator Economics - The CEO emphasized the importance of overall creator economics beyond just the DevEx rate, highlighting the platform's user base and creative tools [29][30] Question: Age Cohorts and Investment Priorities - Management noted the ability to attract older users through new game genres and emphasized aligning technical roadmaps with market trends [33][34] Question: Bookings Growth Guidance - The CFO clarified that specific guidance for 2026 is premature, citing both potential tailwinds and headwinds affecting growth expectations [39] Question: Advertising as a Growth Strategy - Management acknowledged the potential for advertising but emphasized the importance of organic growth and partnerships with creators for user acquisition [55][56] Question: Developer Growth and Investment Yield - The CEO highlighted the healthy growth of top developers and the expectation of immediate benefits from AI investments [61][62]

Roblox (NYSE:RBLX) Q3 2025 Earnings Call October 30, 2025 08:30 AM ET Speaker1Good morning, my name is Kate. Welcome to Roblox third quarter 2025 earnings conference call. Online's on mute. After the speakers' opening remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press star, that will be the number one on your telephone keypad. If you would like to withdraw your question, press star one again. Thank you. Stefanie Notaney, you may now begin ...

If you ever played OSRS you know *exactly* what I'm talking aboutthere's a reason dicing/flowers/55x2/sand casino/etc ate the entire UGC world for years.It's extremely sticky. short resolution time + real risk + inherently social ...

I have long said that one of the best early indicators that a project has an outsized success chance is unincentivized community tooling built up around the project...as that is indicative of extreme user interest and fanatical behavior.Fantasy Top was one of the more obvious recent examples...and I've seen a few others recently.- Proof of Play Arcade:We're seeing TONS of UGC, player-generated guides, and self-developed leaderboards and trackers. Things you love to see- Gigaverse:Self-playing AI agent frame ...