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Roblox · conference-presentation

Roblox | Results Presentation Deck | 37 slides

37 pages · 4 arc beats · 2 loops

Conference-Presentation Download JSON
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Roblox | Results Presentation Deck | 37 slides

Roblox · 2023-11
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 36 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Market Size 5 slides 100% 5/5 slides 100% 5/5 slides · 25 hits
— 0/5 slides
— 0/5 slides
— 0/5 slides
100% 5/5 slides
— 0/5 slides
Financials 14 slides 100% 14/14 slides 100% 14/14 slides · 61 hits
— 0/14 slides
7.1% 1/14 slides
— 0/14 slides
100% 14/14 slides 100% 14/14 slides Product and Metrics 8 slides 100% 8/8 slides 100% 8/8 slides · 39 hits
— 0/8 slides
100% 8/8 slides · 10 hits
— 0/8 slides
100% 8/8 slides 100% 8/8 slides Team and Operations 9 slides 100% 9/9 slides 100% 9/9 slides · 33 hits
— 0/9 slides
55.6% 5/9 slides
— 0/9 slides
100% 9/9 slides
— 0/9 slides

Slide inventory

37
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Market Size
02
other
Open slide detailBeat · Market Size
03
Standard financial disclosure slide for Q3 2023 Roblox presentation.other
Open slide detailBeat · Market Size
04
This is a standard financial disclosure slide found in investor presentations, specifically defining how the company calculates its key performance indicators.other
Open slide detailBeat · Market Size
05
This slide provides technical definitions for metrics like Hours engaged, ABPDAU, and various payer-related metrics.other
Open slide detailBeat · Market Size
06
Explains the accounting treatment of deferred revenue over a 28-month user lifetime.analyze_data
Open slide detail
07
Includes a footnote regarding changes in estimated user life in 1Q22 and 3Q22.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
08
The slide includes a data table at the bottom summarizing YoY growth rates for each region and the total.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
09
The slide uses a simple circular layout to categorize expenses.present_framework
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
10
Includes a footnote regarding changes in estimated user life in 1Q22 and 3Q22.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
11
The chart combines a bar chart for absolute dollar values and a line chart for growth percentages, with a data table at the bottom.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
12
Includes a line chart overlay for year-over-year growth percentage.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
13
The chart displays a combination of absolute dollar values (bars) and growth rates (line).analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
14
Financial data in thousands, unaudited.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
15
transition
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
16
The slide provides a bridge between GAAP Revenue and non-GAAP Bookings.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
17
The chart displays both absolute dollar values (bars) and YoY growth rates (line).analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
18
Includes a footnote regarding one-time Direct Listing expenses for 4Q20 and 1Q21.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
19
The slide provides a standard financial reconciliation for Free Cash Flow, including year-over-year percentage changes.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
20
The slide includes a footnote explaining adjustments for one-time Direct Listing expenses in 4Q20 and 1Q21.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
21
The chart displays both absolute DAU numbers (in millions) and YoY growth percentages for each quarter.analyze_data
Open slide detailBeat · Product and MetricsLoop · Quick Win Big Bet
22
Data presented as stacked bar charts with corresponding YoY growth tables for each segment.analyze_data
Open slide detailBeat · Product and MetricsLoop · Quick Win Big Bet
23
The chart tracks user engagement metrics for Roblox over a 3-year period.analyze_data
Open slide detailBeat · Product and MetricsLoop · Quick Win Big Bet
24
Data presented in millions; includes YoY growth tables for both dimensions.analyze_data
Open slide detailBeat · Product and MetricsLoop · Quick Win Big Bet
25
Includes a disclaimer about non-GAAP measures and geographic attribution methodology.analyze_data
Open slide detailBeat · Product and MetricsLoop · Quick Win Big Bet
26
The chart displays both absolute dollar values per bar and percentage growth rates overlaid as a line.analyze_data
Open slide detailBeat · Product and MetricsLoop · Quick Win Big Bet
27
The slide uses a combination of bar charts for absolute values and line charts for year-over-year growth percentages.analyze_data
Open slide detailBeat · Product and MetricsLoop · Quick Win Big Bet
28
The slide tracks user monetization metrics over a 3-year period.analyze_data
Open slide detailBeat · Product and MetricsLoop · Quick Win Big Bet
29
appendix
Open slide detailBeat · Team and Operations
30
analyze_data
Open slide detailBeat · Team and Operations
31
Includes footnotes regarding stock options, RSUs, ESPP, and performance awards.analyze_data
Open slide detailBeat · Team and Operations
32
Data is in thousands and unaudited.analyze_data
Open slide detailBeat · Team and Operations
33
Data is in thousands and unaudited.analyze_data
Open slide detailBeat · Team and Operations
34
appendix
Open slide detailBeat · Team and Operations
35
The chart displays net liquidity by subtracting long-term debt from total cash, cash equivalents, and investments.analyze_data
Open slide detailBeat · Team and Operations
36
The slide includes a disclaimer regarding the non-GAAP nature of the metric.analyze_data
Open slide detailBeat · Team and Operations
37
Includes a disclaimer regarding the non-GAAP nature of the metric and its specific use in debt covenants.analyze_data
Open slide detailBeat · Team and Operations