In isolation, Roblox's numbers were good. Q4 revenue of $988 million was up a whopping 32% year over year and ahead of its guidance of $935 million to $960 million. And other metrics, such as bookings ...

Roblox didn't add as many new users as investors had hoped, and existing users aren't increasing their average spend. The company expects to have bigger losses in 2025 than it had in 2024. This is ...