Over-18 cohort: 26% of age-checked DAUs; U.S. over-18 DAUs and hours +40%+; 18–34 cohort +50%+; over-18 users spend 50% higher than under-18 (CEO)
Age check penetration: 51% global DAUs; U.S. 65%; Australia 70% (CEO)
Content diversity: Games outside top 10 saw +43% engagement growth and +41% spending growth, accounting for 65% of spending growth (CFO)
Novel games program: ~100 games being onboarded; DevEx rate for age-checked 18+ U.S. users to increase to 37.8% from 26.6% starting June 8 (CEO)
Official guidance (CFO):
Full-year revenue growth: 20%–25% (revised down)
Full-year bookings growth: 8%–12% (revised down)
DAUs expected to contract Q1→Q2, then return to sequential growth in Q3; no major viral hits assumed
Mgmt quotes:
"We continue to make progress towards our target of capturing 10% of the global gaming content market on our platform and an even greater share of the U.S. market." (CEO)
"We believe the strategic upside of everything we are doing is significant and the right thing to do for the long-term health of the platform." (CEO)
"We ultimately believe gaming is a much more complex space than the coding space, and we are driving to achieve iterative Wiggins-loop-style programming." (CEO)
"We have always viewed safety as a compounding moat for Roblox Corporation, and these features are an important ingredient to that." (CFO)
"Even more importantly, we are highly enthusiastic about what they can unlock in terms of long-term growth, which continues to be our North Star." (CFO)