Roblox Corp-A 2025年季度报告

(Mark One) ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIESEXCHANGE ACT OF 1934 For the quarterly period endedMarch31, 2025 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIESEXCHANGE ACT OF 1934 For the transition period fromCommission File Number:001-39763Roblox Corporation (Exact Name of Registrant as Specified in its Charter) 20-0991664(I.R.S. EmployerIdentification No.) 3150 South Delaware StreetSan Mateo,California,94403(Address of principal executive offices and Zip Code)(888)858-2569(Registrant’s telephone number, including area code)Securities registered pursuant to Section12(b) of the Act: Name of each exchangeon which registered The New York Stock Exchange ClassA Common Stock, $0.0001 parvalue Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and(2)has been subject to such filing requirements for the past 90 days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submittedpursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that theregistrant was required to submit such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, smaller reportingcompany, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,”and “emerging growth company” in Rule 12b-2 of the Exchange Act. Large accelerated filer☒Non-accelerated filer☐Emerginggrowthcompany☐ Acceleratedfiler Smallerreportingcompany If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act).Yes☐No☒ As of April15, 2025, the registrant had approximately629,990,658shares of ClassA common stock and48,293,658of ClassBcommon stock outstanding, each with a par value of $0.0001 per share. Table of Contents Table of Contents Special Note Regarding Forward-Looking StatementsSpecial Note Regarding Operating Metrics PART I.FINANCIAL INFORMATIONItem 1.Financial Statements (Unaudited)Condensed Consolidated Balance SheetsCondensed Consolidated Statements of OperationsCondensed Consolidated Statements of Comprehensive LossCondensed Consolidated Statements of Stockholders’ EquityCondensed Consolidated Statements of Cash FlowsNotes to Unaudited Condensed Consolidated Financial StatementsItem 2.Management’s Discussion and Analysis of Financial Condition and Results of OperationsItem 3.Quantitative and Qualitative Disclosures About Market RiskItem 4.Controls and ProceduresPARTII.OTHER INFORMATIONItem 1.Legal ProceedingsItem 1A.Risk FactorsItem 2.Unregistered Sales of Equity Securities and Use of ProceedsItem 3.Defaults Upon Senior SecuritiesItem 4.Mine Safety DisclosuresItem 5.Other InformationItem 6.ExhibitsSignatures SPECIAL NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of the federal securities laws, whichstatements involve substantial risks and uncertainties. Forward-looking statements generally relate to future events or our future financial oroperating performance. In some cases, you can identify forward-looking statements because they contain words such as “expect,”“anticipate,” “should,” “believe,” “hope,” “target,” “project,” “plan,” “goals,” “estimate,” “potential,” “predict,” “may,” “will,” “might,”“could,” “would,” “intend,” “shall,” “contemplate,” “opportunity,” or “continue” or the negative of these words or other similar terms orexpressions that concern our expectations, strategy, plans, or intentions. Forward-looking statements contained in this Quarterly Report onForm 10-Q include, but are not limited to, statements about: •our expectations regarding future financial performance, including but not limited to our expectations regarding revenue, cost ofrevenue, changes in the estimated average lifetime of a paying user, operating expenses, operating losses, operating leverage, andour key metrics, and our ability to achieve and maintain future profitability; •our ability to successfully execute our business and growth strategy, including our potential to scale and grow our advertisingbusiness, our international users, developers, and creators and our ability to create new revenue opportunities and capture a greaterpercentage of global gaming revenue;•the sufficiency of our cash and cash equivalents to