David Baszucki

“We all get a little excited when RDC comes on, as we just saw. I've met a lot of you. A lot of you want to shake my hand. So thank you for coming up here. But we'll do that later in the developer session.”

“Today, I'll start with a few remarks about the quarter, and then I'll turn it over to Naveen to discuss results and guidance, and then I'll conclude with some important updates about how we plan to achieve our long-term goals.”

“We continue to make progress towards our target of capturing 10% of the global gaming content market on our platform and an even greater share of the U.S. market.”

“One year ago, we shared our goal of growing year-on-year bookings at 19% to 21%, and we talked about our goal of capturing 10% of the $200 billion global gaming content market on Roblox.”

“A year ago, at RDC, we shared the goal of capturing 10% of the global gaming content market. it, we'd like to report that we've made tremendous progress. We estimate now that 3.2% of global gaming bookings or revenue is going through Roblox, and that's up from 2.3% last year.”