Roblox — Investor Day (November 2023)

4 slides from Roblox's investor day presentation, Nov 15, 2023

Slide 1: Non-GAAP Financial Measures
Non-GAAP Financial Measures This presentation contains the non-GAAP financial measure bookings. We use this non-GAAP financial information to evaluate our ongoing operations, for internal planning, and forecasting purposes. We believe that this non-GAAP financial information may be helpful to invest
Slide 2: 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. For information concerning these metrics as measured by u
Slide 3: Note Regarding Operating Metrics (continued)
Note Regarding Operating Metrics (continued) 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 personaliz
Slide 4: 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 Revenue $ 110,457 $ 119,185 $ 131,139 $ 147,612 $ 161,570 $ 200,392 $ 251,91