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Roblox Corporation (RBLX) Q3 2024 Earnings Call Transcript Summary

Roblox Corporation (RBLX) Q3 2024 Earnings Call Transcript Summary

roblox公司(RBLX)2024财年第三季度业绩会交易摘要
moomoo AI ·  10/31 11:34  · 电话会议

The following is a summary of the Roblox Corporation (RBLX) Q3 2024 Earnings Call Transcript:

以下是roblox公司(RBLX)2024年第三季度业绩会成绩单:

Financial Performance:

金融业绩:

  • Q3 revenue was $919 million, an increase of 29% year over year, exceeding guidance.

  • Q3 bookings reached $1.129 billion, showing a 34% growth year over year, surpassing expectations.

  • Record daily active users (DAUs) hit 88.9 million, up 27% year-over-year.

  • Cash from operations in Q3 was $247.4 million, up 120% year over year.

  • 第三季度营业收入为$91900万,同比增长29%,超出预期。

  • 第三季度预订额达到$11.29亿,同比增长34%,超出预期。

  • 创纪录的日活跃用户数(DAUs)达到8890万,同比增长27%。

  • 第三季度经营活动现金流为$24740万,同比增长120%。

Business Progress:

业务进展:

  • Implemented AI-driven enhancements including dynamic price floors and in-experience price optimization.

  • Introduced new safety features such as improved nudging models for voice chat and enhanced agent training.

  • Advanced the infrastructure with significant investments in AI for safety and moderation systems.

  • 实施了包括动态底价和体验内价格优化在内的基于人工智能的增强功能。

  • 引入了新的安全功能,如改进的语音聊天提示模型和增强的代理培训。

  • 通过对安全和调解系统进行重大投资,推进了基础设施的高级人工智能。

Opportunities:

机会:

  • Strategy focused on capturing 10% of the world's gaming software market.

  • Broadening the range of experiences, particularly in underrepresented genres such as sports and racing, to drive growth.

  • 策略专注于占领全球游戏软件市场的10%。

  • 拓展体育和赛车等少数体裁的体验范围,以推动增长。

Risks:

风险:

  • Gradual growth anticipated in new AI services and other innovations, indicating potential delays in reaching full market potential.

  • 预计新的人工智能服务和其他创新将逐步增长,显示了达到完整市场潜力可能会出现延迟。

Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:本文由AI生成。文章内容的准确性无法完全保证。有关更全面的详细信息,请参阅IR网站。本文只是为投资者提供参考,没有任何指导或推荐建议。

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