Roblox has been successful in drawing new users, increasing revenue as the game-oriented metaverse improves its user experience. Now, as the company prepares to announce Q1 results, the challenge is ...

In Q2 alone, Roblox paid out over $316 million to developers, which was 29% of revenue and 22% of bookings. That’s up big YoY, and it shows how central creators are to the model. In Q2, bookings hit ...

Roblox is benefitting from unit economies, with bookings growth outpacing the growth in fixed growth. I expect Roblox to exceed management’s full-year guidance for bookings and free cash flow.