Roblox Q4 Earnings Preview: Can Gaming Company Beat Analyst Estimates With Shares At Three-Year Highs?

As Roblox Corporation (NYSE: RBLX) prepares to report its fourth-quarter and fiscal year 2024 financial results on February 6, 2025, investors are eager to see if the gaming company can maintain its momentum and beat analyst estimates. With shares trading at three-year highs, expectations are high for Roblox's performance.



Key metrics to watch for Roblox's Q4 performance include bookings, daily active users (DAUs), total hours engaged, and regional DAUs. Analysts expect bookings to reach $1.38 billion, up from $1.13 billion in the same quarter last year. DAUs are forecasted to reach 89.09 million, up from 71.5 million, while total hours engaged are expected to be 19.96 billion, up from 15.5 billion. Regional DAUs are also expected to grow, with ROW (Rest of World) reaching 24.16 million, APAC (Asia-Pacific) reaching 22.99 million, US & Canada reaching 18.88 million, and Europe reaching 23.07 million.



Analysts expect Roblox to report fourth-quarter revenue of $1.35 billion, up from $1.13 billion in last year's fourth quarter. The company is also expected to report a loss of 45 cents per share, an improvement from a loss of 52 cents per share in last year's fourth quarter. Roblox has beaten analyst estimates for revenue in two straight quarters and seven of the past 10 quarters overall. The company has also beaten analyst estimates for earnings per share in five straight quarters and six of the past 10 quarters overall.

Roblox's strong user growth and engagement trends have contributed to its stock price reaching three-year highs. The company's focus on expanding its user base, improving monetization efforts, and enhancing safety features has helped drive its success. However, future trends will depend on Roblox's ability to maintain user trust, attract new users, and effectively monetize its platform.

As Roblox reports its Q4 earnings, investors will be closely watching key metrics such as bookings, DAUs, total hours engaged, and regional DAUs to assess the company's progress towards its strategic goals. With shares trading at three-year highs, expectations are high for Roblox to beat analyst estimates and maintain its momentum in the gaming industry.