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Roblox consensus cuts FY24 bookings view to $4B-$4.1B from $4.14B-$4.28B

Consensus $4.19B. Sees FY24 revenue $3.45B-$3.53B. Sees FY24 adjusted EBITDA $95M-$147M. Sees FY24 free cash flow $350M-$420M. “We are operating more efficiently. Over the past three quarters we have reduced certain infrastructure and trust and safety expenditures, and we have reduced the growth rate of personnel costs (excluding stock-based compensation expense) by holding headcount flat. Capital expenditures are down nearly 50% in Q1 2024 compared to last year. As a result, this past quarter we produced record amounts of operating and free cash flow,” said Michael Guthrie, chief financial officer of Roblox.

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