FMP
Feb 7, 2024 5:36 PM - Davit Kirakosyan
Roblox Corporation (NYSE:RBLX) shares experienced a more than 10% intra-day surge on Wednesday following the company's announcement that it exceeded fourth-quarter consensus forecasts.
The gaming platform recorded a Q4 loss of $0.52 per share, outperforming the predicted $0.55 loss per share. Quarterly bookings reached $1.13 billion, marking a 25% increase from the previous year and surpassing the $1.07 billion analyst consensus.
The company's revenue rose to $749.9 million, a 30% increase year-over-year. Daily active users (DAUs) stood at 71.5 million, representing a 22% year-over-year increase, and monthly unique payers reached 15.9 million, an 18% increase from the previous year. Additionally, the average booking per monthly unique payer rose by 6% year-over-year to $23.65.
For 2024, Roblox projects revenue to be in the range of $3.3 billion to $3.4 billion, with bookings expected to be between $4.14 billion and $4.28 billion. For the first quarter, the company anticipates revenue between $755 million and $780 million, and bookings between $910 million and $940 million.
Oct 31, 2023 8:03 AM - Parth Sanghvi
Free cash flow to the firm (FCFF) and free cash flow to equity (FCFE) are two of the most important metrics used in financial modeling. Both metrics measure the amount of cash that is available to a company's shareholders and creditors, but there is a key difference between the two. FCFF measures...
Nov 25, 2023 6:39 AM - Parth Sanghvi
Choosing the Right Valuation Method: DCF vs. Comparable Companies Analysis Introduction: Valuation methods play a pivotal role in determining the fair value of a company, aiding investors in making informed investment decisions. Two commonly used methods, DCF Valuation and Comparable Companies A...
Dec 23, 2023 2:19 AM - Parth Sanghvi
Introduction: Discounted Cash Flow (DCF) analysis stands as a cornerstone in valuing investments, yet its efficacy is contingent upon various assumptions and methodologies. While a powerful tool, DCF analysis comes with inherent limitations and challenges that investors must acknowledge to make i...