Roblox(RBLX.US)Q4业绩与用户增长双超预期用户低龄化趋势凸显长期战略布局

智通财经02-06

智通财经APP获悉，得益于2025年第四季度业绩超出预期，Roblox(RBLX.US)周四美股盘后一度暴涨20%。财报显示，Roblox Q4营收为14.15亿美元，同比增长43%。净亏损为3.16亿美元，较上年同期的净亏损2.20亿美元扩大近44%;每股亏损为45美分，好于市场预期的每股亏损48美分。预订额同比增长63%至22.2亿美元，好于市场预期的20.5亿美元。平均每日活跃用户数(...

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The trend of younger users highlights the long-term strategic layout","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"RBLX":1.5},"content_text":"智通财经APP获悉，得益于2025年第四季度业绩超出预期，Roblox(RBLX.US)周四美股盘后一度暴涨20%。财报显示，Roblox Q4营收为14.15亿美元，同比增长43%。净亏损为3.16亿美元，较上年同期的净亏损2.20亿美元扩大近44%;每股亏损为45美分，好于市场预期的每股亏损48美分。预订额同比增长63%至22.2亿美元，好于市场预期的20.5亿美元。平均每日活跃用户数(DAUs)为1.44亿，同比增长69%，高于市场预期的1.38亿。截至发稿，Roblox周四美股盘后涨近9%。Roblox预计，2026年第一季度的预订额将在16.9亿美元至17.4亿美元之间，高于市场预期的16.8亿美元。此外，该公司宣布，由于公司业务存在“固有的波动性”，自2027年起将不再提供年度业绩指引。取而代之的是，该公司表示将专注于提供季度指引。Roblox一直面临外界批评，被指将未成年用户置于风险之中，目前已有多起代表在游戏平台上遭受性剥削的儿童提起的诉讼。Roblox表示，在第四季度末，其已在澳大利亚、新西兰和荷兰对希望使用通信功能的用户开始实施强制性年龄验证。该公司称，这些市场中已有60%的每日用户完成了年龄验证，而全球范围内完成年龄验证的每日用户比例为45%。Roblox表示，年龄验证的推广(已于1月在全球范围内完成)对用户参与度增长造成了“中个位数百分点的负面影响”，对预订额增长则造成了“低个位数百分点的负面影响”。但公司补充称，“其战略层面的上行空间十分显著”。公司在声明中写道：“准确的年龄数据释放了长期机会，使我们能够定制功能和内容，提高安全性和文明度，从而推动有机的用户参与度增长。”Roblox表示，年龄验证结果显示，其用户群体比此前基于用户自报数据所显示的更为年轻。在每日活跃用户中，38%年龄在13至17岁之间，35%未满13岁，27%年龄在18岁以上。公司称，其在年轻用户群体中的规模是一项“宝贵的战略资产”。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2609531462","isCrawlerRequest":true}

Roblox(RBLX.US)Q4业绩与用户增长双超预期 用户低龄化趋势凸显长期战略布局

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Roblox(RBLX.US)Q4业绩与用户增长双超预期用户低龄化趋势凸显长期战略布局