Roblox Corp-A 2024年度报告

Thursday, May 29, 20258:00 AM (Pacific Time) Roblox’s mission is to connect a billionpeople with optimism and civility. $822.3MOperating Cash Flow $3.6BRevenue $4.4BBookings* OPERATIONAL 73.5BHours Engaged 14M+Active Experiences 82.9MAverage Daily Active Users HUMAN CAPITAL MANAGEMENT #16Best US OverallCompanies inBuilt-In Best Placesto Work2025 #9Best US LargeCompanies inBuilt-In Best Placesto Work2025 Named inForbes’Global 2000 list ofcompaniesfor 2024 Letter from the Founder and CEO Fellow Shareholders, Our vision is to reimagine how people come together and our mission is to connect one billion people with optimism and civility.Last year, for the first time in our journey, we announced an interim growth goal to have 10% of all global gaming content revenuesupported by the Roblox ecosystem and distributed within our creator community. Today, Roblox represents a small percent of thismarket (less than 3%) providing enormous headroom to expand its market share. The clarity of this goal has allowed our teams to map out the technology and systems we will need to get there. This work isparticularly important today because we know that Roblox brings people together, which can be a rare occurrence on the internet. Connection is a basic human need, but many people today struggle with a lack of it. All across the world, loneliness is leading to anew level of mental health challenges, particularly as people spend more and more time alone physically. But, being together inperson with the people who are most important to us may not always be possible. I’m optimistic that Roblox can help bridge thatgap. Spending time with our friends, parents or children makes us feel enriched and even energized. That’s true when we talk on thephone and can be even more so when we get together in a rich 3D environment like Roblox. That is why we are making connectionand communication on Roblox easier and more fun. For example, this last year we launched “Party” that enables users to joinexperiences together, and we’re working to add voice chat to Party for our 13 and older users. To reach our goal of having 10% of the gaming content market supported by the Roblox ecosystem, there are several company-wide operational and technical leaps we are taking. Perhaps our biggest ambition for 2025—though by no means a new one forus—is to lead the world in safety for online gaming. We want people to continue to feel safe on our platform. Last year we launched more than 40 safety features and policies including extensive updates to our parental controls making iteasier for parents to be part of their children’s digital lives. We also limited chat options for Roblox users under age 13 and addedage-gates to certain content. This year, we are planning to continue expanding those controls while also building out furthersupport for parents and making our communications features safer than ever. Supporting 10% of the gaming market also means supporting our growing ecosystem of creators. Last year we launched a priceoptimization tool that helps creators test and analyze pricing for in-experience items, helping our creators understand the supplyand demand dynamics in our marketplace and choose the best prices. We are also focused on helping creators find and engagemore users by moving beyond our traditional strengths and venturing into new top gaming genres with latent unmet demand. Artificial Intelligence is at the heart of everything we do at Roblox up and down our stack. Recently, we unveiled our 3D foundationalmodel, Cube 3D - making 3D creation more accessible to everyone. Cube 3D generates 3D models and environments directly fromtext and, in the future, image inputs. Since our inception, we have focused on innovation to make people’s time on Roblox better and to help improve their wellness andhappiness. At this year’s meeting, we are asking for your support for all of our management proposals, including a proposal to approve thereincorporation of Roblox from a Delaware corporation to a Nevada corporation. We believe that Nevada’s corporate law frameworkand statutory regime aligns with Roblox’s culture of innovation, values and mission to connect the world with civility and optimism.It also allows us to continue to build shareholder value, by providing a supportive, predictable environment. The proposal toreincorporate to a Nevada corporation was recommended following a rigorous and thoughtful analysis by our Nominating andCorporate Governance Committee and our Board of Directors. We are grateful to have our shareholders along for our journey. Your vote at our annual meeting is important and helps guide thefuture of our company. David Baszucki Founder, President, CEO and Chair of our Board of Directors Notice of 2025 AnnualMeeting of Stockholders 3150 South Delaware St.San Mateo, California 94403 To the Stockholders of Roblox Corporation: On behalf of our board of directors, it is our pleasure to invite you to attend th