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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年第三季度業績會交流摘要
富途資訊 ·  10/31 23:34  · 電話會議

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

以下是roblox公司(RBLX)2024年第三季度業績會成績單:

Financial Performance:

金融業績:

  • 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.

  • 第三季度營業收入爲$91900萬,同比增長29%,超出預期。

  • 第三季度預訂額達到$11.29億,同比增長34%,超出預期。

  • 創紀錄的日活躍用戶數(DAUs)達到8890萬,同比增長27%。

  • 第三季度經營活動現金流爲$24740萬,同比增長120%。

Business Progress:

業務進展:

  • 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.

  • 實施了包括動態底價和體驗內價格優化在內的基於人工智能的增強功能。

  • 引入了新的安全功能,如改進的語音聊天提示模型和增強的代理培訓。

  • 通過對安全和調解系統進行重大投資,推進了基礎設施的高級人工智能。

Opportunities:

機會:

  • 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.

  • 策略專注於佔領全球遊戲軟件市場的10%。

  • 拓展體育和賽車等少數體裁的體驗範圍,以推動增長。

Risks:

風險:

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

  • 預計新的人工智能服務和其他創新將逐步增長,顯示了達到完整市場潛力可能會出現延遲。

Tips: 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:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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