Group 1 - Roblox's Q4 revenue reached $1.415 billion, a 43% year-over-year increase, while net loss widened to $316 million from $220 million, a nearly 44% increase [1] - The company reported a bookings increase of 63% to $2.22 billion, exceeding market expectations of $2.05 billion [1] - Daily Active Users (DAUs) grew to 144 million, a 69% increase year-over-year, surpassing market expectations of 138 million [1] Group 2 - For Q1 2026, Roblox expects bookings to be between $1.69 billion and $1.74 billion, above market expectations of $1.68 billion [3] - The company will stop providing annual guidance starting in 2027 due to inherent business volatility, focusing instead on quarterly guidance [3] - Roblox has faced criticism regarding the safety of underage users and has implemented mandatory age verification in certain markets, with 60% of daily users in those markets completing verification [3] Group 3 - The implementation of age verification has had a "low single-digit percentage negative impact" on bookings growth, but the company sees significant long-term strategic opportunities from accurate age data [3] - Among daily active users, 38% are aged 13 to 17, 35% are under 13, and 27% are over 18, indicating a younger user base than previously reported [3] - The company considers its scale among younger users a "valuable strategic asset" [3]

格隆汇2月6日｜游戏开发商Roblox(RBLX.US)夜盘涨9.3%，报66.19美元。消息面上，Roblox公布去年 第四季度业绩，营收同比增长43%至14亿美元，净亏损3.16亿美元，合每股亏损0.45美元。期内，预订 量同比增长63%至22.2亿美元，超过分析师预期的20.9亿美元；日活跃用户数同比增长69%至1.44亿，超 过分析师预期的1.4亿。展望今年，Roblox预计预订量介乎82.8亿至85.5亿美元(增长22%至26%)，好于 分析师预期的80.5亿美元。(格隆汇) ...

Core Insights - Roblox is transitioning from a youth gaming platform to a more mature, cash-generating infrastructure aimed at competing in the global gaming economy [3] - The company reported significant growth in bookings and revenue, with Q4 2025 bookings reaching $2.2 billion, a 63% year-over-year increase, and revenue of $1.4 billion, up 43% [4][5] - The platform's daily active users (DAUs) increased to 144 million, a 69% rise, with international markets contributing to nearly 80% growth in DAUs [5] Financial Performance - Roblox's Q4 2025 bookings were $2.2 billion, exceeding analyst estimates, while revenue for the same period was $1.4 billion [4][5] - The average daily active users reached 144 million, with hours engaged climbing to 35 billion, an 88% year-over-year increase [5] - Developer exchange (DevEx) fees grew 70% year-over-year to $477 million, indicating strong platform growth and increased creator earnings [8] User Growth and Engagement - The company estimates that its user base aged 18 and over is growing at over 50%, with this cohort monetizing 40% higher than younger users [4] - Roblox added approximately 60 million daily active users in 2025, reflecting its expanding user base [9] Strategic Initiatives - Roblox is focusing on a "flywheel" strategy where user growth enhances creator earnings, leading to better content and deeper engagement [7] - The company has deployed over 400 AI models to enhance content creation, safety, and user interaction, aiming to lower barriers for sophisticated game development [11][12] Legal and Safety Concerns - Roblox is facing legal scrutiny with a federal Multidistrict Litigation (MDL) concerning its alleged failure to protect minors, prompting the company to accelerate safety feature rollouts [13][15] - The legal actions have drawn in other tech companies, indicating a broader inquiry into platform safety and user protection [14]

Heavy AI investment is expanding content and complexity, while mounting legal scrutiny over child safety is forcing faster safety reforms.The gaming platform Roblox has been there as its over 100 million active users grew up.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free ac ...

Market Performance - Market indexes experienced significant declines, with the Dow dropping 592 points (-1.20%), the S&P 500 down 84 points (-1.23%), the Nasdaq falling 363 points (-1.59%), and the Russell 2000 losing 46 points (-1.79%) [1] Amazon's Earnings Report - Amazon reported mixed Q4 results, with earnings of $1.95 per share, slightly below the Zacks consensus by 3 cents, but above the $1.86 per share from the previous year [2] - Revenues for the quarter were $213.4 billion, exceeding the anticipated $211.5 billion, and Amazon Web Services (AWS) also outperformed expectations with $35.6 billion compared to $34.9 billion [2] Investor Concerns - Despite the earnings beat, Amazon's shares fell 8% in after-hours trading due to a projected $200 billion in capital expenditures aimed at competing in the AI infrastructure sector, raising concerns among investors [3] - The company announced 16,000 layoffs this week, bringing the total to 30,000 since late last year, which raises questions about the sustainability of such high spending amid lower-than-expected operating income [4] Other Company Performances - Roblox shares increased by 20% following its Q4 earnings release, reporting a loss per share of -$0.45, which was better than expected, alongside a 69% year-over-year growth in Daily Active Users (DAUs) to 144 million [5] - Affirm exceeded estimates in its fiscal Q2 report with earnings of 37 cents, a 61% year-over-year increase, and revenues of $1.12 billion, surpassing expectations, but shares still fell 4% due to concerns over consumer credit deterioration [6]

Core Insights - Boyd Gaming reported revenue of $1.06 billion for the quarter ended December 2025, marking a 2% increase year-over-year and a surprise of +5.73% over the Zacks Consensus Estimate of $1 billion [1] - The company's EPS for the quarter was $2.21, up from $1.96 in the same quarter last year, resulting in an EPS surprise of +17.3% compared to the consensus estimate of $1.88 [1] Revenue by Segment - Managed & Other segment revenue was $38.69 million, exceeding the average estimate of $37.49 million by analysts, representing a +7.3% change year-over-year [4] - Downtown Las Vegas segment revenue was $62.97 million, below the average estimate of $65.21 million, reflecting a -3.9% change year-over-year [4] - Midwest and South segment revenue reached $533.08 million, surpassing the average estimate of $521.91 million, with a +2.8% change year-over-year [4] - Las Vegas Locals segment revenue was $227.23 million, slightly below the average estimate of $229.55 million, indicating a -2.1% change year-over-year [4] Adjusted EBITDAR Performance - Adjusted EBITDAR for the Online segment was $8.17 million, exceeding the average estimate of $5.46 million [4] - Adjusted EBITDAR for Managed & Other was $28.59 million, above the average estimate of $26.1 million [4] - Adjusted EBITDAR for Corporate expense was reported at -$24.7 million, slightly worse than the average estimate of -$23.86 million [4] - Adjusted EBITDAR for Downtown Las Vegas was $24.01 million, below the average estimate of $26.15 million [4] - Adjusted EBITDAR for Midwest and South was $191.43 million, slightly above the average estimate of $190.75 million [4] - Adjusted EBITDAR for Las Vegas Locals was $109.12 million, exceeding the average estimate of $107.59 million [4] Stock Performance - Boyd Gaming's shares have returned -1.5% over the past month, while the Zacks S&P 500 composite has changed by +0.5% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - MGM Resorts reported quarterly earnings of $1.6 per share, significantly exceeding the Zacks Consensus Estimate of $0.64 per share, and up from $0.45 per share a year ago, representing an earnings surprise of +151.14% [1] - The company generated revenues of $4.61 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 3.63% and increasing from $4.35 billion year-over-year [2] Earnings Performance - Over the last four quarters, MGM has surpassed consensus EPS estimates three times and topped revenue estimates four times [2] - The current consensus EPS estimate for the upcoming quarter is $0.72, with expected revenues of $4.37 billion, while the estimate for the current fiscal year is $2.11 on revenues of $17.66 billion [7] Market Position and Outlook - MGM shares have increased by approximately 1.2% since the beginning of the year, outperforming the S&P 500's gain of 0.5% [3] - The Zacks Rank for MGM is currently 4 (Sell), indicating expectations of underperformance in the near future due to unfavorable estimate revisions prior to the earnings release [6] Industry Context - The Gaming industry, to which MGM belongs, is currently ranked in the bottom 24% of over 250 Zacks industries, suggesting potential challenges ahead [8] - The performance of MGM's stock may be influenced by the overall outlook for the industry, as historical data shows that the top 50% of Zacks-ranked industries outperform the bottom 50% by more than 2 to 1 [8]

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]

Financial Data and Key Metrics Changes - In 2025, the company significantly exceeded its guidance with revenue growth of 36% and bookings growth of 55% year-on-year [4] - Q4 revenue was $1.4 billion, up 43% year-on-year, while Q4 bookings reached $2.2 billion, which is up 63% year-on-year [6] - The company reported a DevEx of $477 million in Q4, reflecting a 70% year-on-year increase [7] Business Line Data and Key Metrics Changes - The top 1,000 creators earned an average of $1.3 million, which is up over 50% compared to the previous year [8] - The company saw strong growth across all regions, with the US and Canada growing 41% year-on-year and APAC growing 96% year-on-year [7] Market Data and Key Metrics Changes - The company captured approximately 3.4% of the global gaming content market, with a goal of reaching 10% [5] - The 18 and over demographic is growing at over 50%, and this cohort monetizes 40% higher than younger cohorts [9] Company Strategy and Development Direction - The company aims to expand its genres and footprint to older audiences, focusing on high-monetizing genres such as shooters, RPGs, and sports [9] - The strategy includes vertical integration from cloud to engine to tooling, enhancing the platform's technical capabilities [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to grow bookings by 22%-26% in 2026, driven by user quality and content trends [23] - The company is optimistic about the potential of AI to enhance user engagement and expand beyond gaming into communication and commerce [21] Other Important Information - The company completed a global rollout of age verification for communication access, achieving 45% penetration of global DAUs by January 31, 2026 [16] - The company is investing in safety marketing to educate users and parents about online safety measures [24] Q&A Session Summary Question: Can you provide more color on the elements that inform your outlook for bookings? - Management highlighted internal leading indicators such as content diversity and user engagement as confidence-inspiring factors for bookings outlook [29][30] Question: Can you elaborate on the opportunity to target the 18-plus demographic? - Management noted that the 18 and over cohort is growing significantly and that the same technical advantages used for under 18 users apply to this demographic [62] Question: What have been the key lessons learned about discovery on the platform? - Management emphasized the importance of optimizing discovery for long-term user engagement and platform health rather than short-term gains [39] Question: How do you think about dilution and stock-based compensation in 2026? - Management stated that they model stock-based compensation and dilution over a long-term horizon, focusing on operating results to create shareholder value [50][52] Question: Can you provide an update on your advertising ambitions? - Management expects healthy growth in advertising in 2026, though it remains a modest contributor to the top line [58] Question: What is the company's approach to entering the Chinese market? - Management expressed optimism about the opportunity in China and plans to operate in an air-gapped manner if they go live [61]

Roblox (NYSE:RBLX) Q4 2025 Earnings call February 05, 2026 04:30 PM ET Company ParticipantsAndrew Rosivach - Managing DirectorBrian Pitz - Managing DirectorCory Carpenter - Executive DirectorDavid Baszucki - CEOEric Sheridan - Managing DirectorJaime Morris - Head of Investor RelationsJames Heaney - SVP of Equity ResearchKen Gawrelski - Managing DirectorMatthew Cost - Executive Director of Equity ResearchNaveen Chopra - CFOConference Call ParticipantsOmar Dessouky - Equity Research AnalystOperatorGood aftern ...