Roblox Corporation's (RBLX) CEO David Baszucki on Q3 2021 Results - Earnings Call Transcript

Nov. 09, 2021 12:27 PM ETRoblox Corporation (RBLX)
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Roblox Corporation (NYSE:RBLX) Q3 2021 Earnings Conference Call November 9, 2021 8:30 AM ET

Company Participants

Anna Yen – Head of Investor Relations

David Baszucki – CEO

Mike Guthrie – CFO

Conference Call Participants

David Karnovsky – JPMorgan

Mike Ng – Goldman Sachs

Thomas Reiner - Altimeter Capital Management

Brandon Ross – LightShed Partners

Matthew Cost – Morgan Stanley

Drew Crum – Stifel

Matthew Thornton – Truist Securities

Clark Lampkin – Piecyk BTIG

Thomas Sawyer – Virtual Listener

Francisco Olivera – Arevilo Capital


Ladies and gentlemen, thank you for standing by, and welcome to the Roblox Q3 2021 Earnings Q&A. At this time, all participants are in a listen-only mode. Please be advised that today's conference is being recorded. After the speakers’ presentation, there will be a question-and-answer session. [Operator Instructions].

I will now hand the conference over to your speaker today, Anna Yen, Head of Investor Relations. Thank you. Please go ahead, ma’am.

Anna Yen

Good morning, everyone, and thank you for joining our Q&A session to discuss Roblox’s third quarter 2021 results. With me today is Roblox CEO, David Baszucki; and CFO, Mike Guthrie.

Before we start, I want to remind everyone that yesterday aftermarket close, we published a shareholder letter and earnings results on our Investor Relations website at Since the letter provides a lot of details, we will make some brief opening remarks and reserve the rest of the time for your questions. For our webcast participants, please note the question icon at the bottom of your screen where you can type in your questions. We'll do our best to take as many questions as possible.

On today's call, we may be making forward-looking statements, including but not limited to, statements regarding our future financial performance, business strategy, plans, and new platform features; development of new technologies and developer tools; investment in

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