Roblox Corporation · NYSE:RBLX

Roblox — Investor Day (September 2022)

5 slides from Roblox's investor day presentation, Sep 15, 2022

  1. Slide 1: GAAP to Non-GAAP Reconciliation

    GAAP to Non-GAAP Reconciliation Reconciliation of revenue to bookings: ($ in thousands) 3 Months Ended 3/31/2019 6/30/2019 9/30/2019 12/31/2019 3/31/2020 6/30/2020 9/30/2020 12/31/2020 3/31/2021 6/30/2021 9/30/2021 12/31/2021 3/31/2022 6/30/2022 Revenue $110,457 $119,185 $131,139 $147,612 $161,570 $

  2. Slide 2: GAAP to Non-GAAP Reconciliation

    GAAP to Non-GAAP Reconciliation Reconciliation of consolidated net loss to adjusted EBITDA: ($ in thousands) 3 Months Ended 3/31/2019 6/30/2019 9/30/2019 12/31/2019 3/31/2020 6/30/2020 9/30/2020 12/31/2020 3/31/2021 6/30/2021 9/30/2021 12/31/2021 3/31/2022 6/30/2022 Consolidated net loss -$8,839 -$1

  3. Slide 3: GAAP to Non-GAAP Reconciliation

    GAAP to Non-GAAP Reconciliation Reconciliation of GAAP cost of revenue to Non-GAAP cost of revenue: ($ in thousands) 3 Months Ended 3/31/2019 6/30/2019 9/30/2019 12/31/2019 3/31/2020 6/30/2020 9/30/2020 12/31/2020 3/31/2021 6/30/2021 9/30/2021 12/31/2021 3/31/2022 6/30/2022 GAAP Cost of Revenue 25,8

  4. Slide 4: Note Regarding Operating Metrics

    Note Regarding Operating Metrics We manage our business by tracking several operating metrics, including those listed below. As a management team, we believe each of these operating metrics provides useful information to investors and others. While these metrics are based on what we believe to be re

  5. Slide 5: Note Regarding Operating Metrics

    Note Regarding Operating Metrics Hours engaged We define hours engaged as the time spent by our users on the platform, which includes time spent in experiences, which refer to the titles that have been created by developers, and within platform features such as chat and avatar personalization. Users

Roblox — Investor Day (September 2022) on 6ix