Roblox | Results Presentation Deck | 48 slides

Roblox · 2025-02
arc beats above · slides in the middle · loops below · scroll → 1 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON

Slide inventory

48
every slide · same image gating as the playbook
01
Slide 1
The slide features stylized 3D character avatars in blue-lit containers, consistent with Roblox branding.front_matter
03
summarize
Open slide detailBeat · ProblemLoop · Cost Of Inaction
04
Includes footnote (A) regarding Adjusted EBITDA adjustments.summarize
Open slide detailBeat · ProblemLoop · Cost Of Inaction
05
transition
Open slide detailBeat · ProblemLoop · Cost Of Inaction
06
The chart displays both absolute DAU figures (bars) and YoY growth rates (line) for Roblox.analyze_data
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
07
The slide uses stacked bar charts to show composition and tables for YoY growth metrics.analyze_data
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
08
The chart tracks engagement volume and growth trends over two years.analyze_data
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
09
Includes YoY growth percentage tables for both segments.analyze_data
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
10
The chart displays revenue in millions and YoY growth percentages for 9 consecutive quarters.analyze_data
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
11
The slide uses a dark mode aesthetic typical of financial reporting decks. The data includes both absolute revenue figures and YoY growth rates.analyze_data
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
12
The slide uses a dual-axis style visualization (bars for absolute values, line for growth percentages) to show financial performance trends.analyze_data
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
13
The slide includes a legend, a stacked bar chart with total values, and a summary table for YoY growth.analyze_data
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
14
The chart displays both absolute dollar values for ABPDAU and the corresponding YoY growth percentage for each quarter.analyze_data
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
15
The slide uses a combination of bar charts for absolute values and line overlays for growth percentages.analyze_data
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
16
The top chart is a stacked bar chart with an overlaid line representing the repurchase rate.analyze_data
Open slide detailBeat · SolutionLoop · Cost Of Inaction
17
transition
Open slide detailBeat · SolutionLoop · Cost Of Inaction
18
The slide tracks financial performance metrics over a two-year period.analyze_data
Open slide detailBeat · SolutionLoop · Cost Of Inaction
19
The chart displays a dual-axis style visualization with bars for absolute dollar amounts and a line for YoY growth percentages.analyze_data
Open slide detailBeat · SolutionLoop · Cost Of Inaction
20
The chart displays a combination of absolute dollar values (bars) and growth rates (line) over a two-year period.analyze_data
Open slide detailBeat · SolutionLoop · Cost Of Inaction
21
The chart includes a line representing year-over-year growth percentage.analyze_data
Open slide detailBeat · SolutionLoop · Cost Of Inaction
22
transition
Open slide detailBeat · SolutionLoop · Cost Of Inaction
23
The chart displays three positive components (Long-term investments, Short-term investments, Cash and cash equivalents) stacked, with Long-term debt subtracted analyze_data
Open slide detailBeat · SolutionLoop · Cost Of Inaction
24
Data is in millions and unaudited.analyze_data
Open slide detailBeat · SolutionLoop · Cost Of Inaction
25
The slide includes a table below the chart showing 'Acquisition of property and equipment' and 'Purchases of intangible assets' for each quarter.analyze_data
Open slide detailBeat · SolutionLoop · Cost Of Inaction
26
Includes footnotes regarding stock options, RSUs, ESPP, PSUs, and warrants.analyze_data
Open slide detailLoop · Cost Of Inaction
27
transition
Open slide detailLoop · Cost Of Inaction
28
The table includes YoY percentage growth calculations for both low and high guidance ranges.analyze_data
Open slide detailLoop · Cost Of Inaction
29
The table includes metrics for Revenue, Bookings, Net Loss, Adjusted EBITDA, deferred revenue changes, and Free Cash Flow.analyze_data
Open slide detailLoop · Cost Of Inaction
30
The slide provides a bridge between GAAP Revenue and non-GAAP Bookings, including year-over-year growth percentages.analyze_data
31
Includes footnotes (1) and (8) referenced in the subtitle.analyze_data
32
Includes footnote (A) regarding RTO severance charges.analyze_data
33
Includes YoY percentage changes for low and high guidance ranges.analyze_data
34
Includes YoY percentage growth calculations for guidance ranges.analyze_data
35
Includes YoY percentage growth calculations for guidance ranges.analyze_data
37
Uses a hypothetical $30 transaction to explain the difference between bookings and recognized revenue.present_framework
38
Includes YoY growth percentages for key line items.analyze_data
39
Includes a specific footnote regarding RTO severance charges.analyze_data
40
The slide presents a standard financial reconciliation table for Free Cash Flow.analyze_data
41
Data is in thousands, unaudited.analyze_data
42
Data is in thousands and unaudited.analyze_data
43
Data is in thousands and unaudited.analyze_data
45
Standard corporate disclosure slide for financial reporting.other
46
This is a standard disclosure slide for financial/operating reporting.other
48
Includes a small table showing the impact of a reporting methodology change for Xbox users on DAUs, Hours Engaged, and ABPDAUs.appendix