Roblox Q4 Revenue Tops $2.2 Billion as User Engagement Surges
Roblox reported Q4 revenue of $2.2 billion and a loss of $0.45 per share, both beating estimates of $2.09 billion and a $0.49 loss. Daily active users and hours engaged surpassed forecasts, driving an 8.5% share price jump.
1. Q4 Financial Performance
Roblox generated $2.2 billion in Q4 revenue, surpassing the $2.09 billion consensus, while reporting a loss of $0.45 per share against an expected $0.49 loss. Despite remaining unprofitable, both revenue and EPS outperformed Wall Street forecasts.
2. User Metrics Strength
Daily active users and total hours engaged on the platform exceeded projections, marking strong user engagement growth. These key metrics helped offset the wider loss and highlighted sustained platform traction.
3. Analyst Reactions
Seven brokerages trimmed their price targets, with Needham cutting from $159 to $105 but retaining a buy rating. The mixed revisions reflect confidence in longer-term upside despite near-term valuation resets.
4. Share Price and Support
Shares climbed 8.5% to trade near $65.71, rebounding from a nine-month low of $60.08. The $60 level has emerged as a technical support, though the stock remains down 19% year to date.