Shame on me I came within a whisker of selling REKR two times over the past week or so.
GBA's "2021 Stock Phantasma"
- Thread starter stonedinvestor
- Start date
My antenna was up but I was hoping for contracts.
Damn -! This ruins my whole qtr.
MYT Netherlands Parent B.V. (MYTE)- Best Idea Now.
But nobody cares.
$28.19+0.11 (+0.39%)
Sprouts Farmers Market, Inc. (SFM)-
$26.99+1.18 (+4.57%)<-----
MYT Netherlands Parent B.V. (MYTE)- Best Idea Now.
But nobody cares.
$28.19+0.11 (+0.39%)
Sprouts Farmers Market, Inc. (SFM)-
$26.99+1.18 (+4.57%)<-----
Yeah right.
Lots of action on HydroFarm (HYFM) $65 calls, all buys.
Your DriveShack is down another 5%.
Cathie might have sold that too.
SAN MATEO, Calif.--(BUSINESS WIRE)-- Roblox Corporation(RBLX) , a global platform bringing millions of people together through shared experiences, released its first quarter 2021 financial results today and separately posted a letter to shareholders and supplemental materials on the Roblox(RBLX) investor relations website at ir.roblox.com.
First Quarter 2021 Financial Highlights
Revenue increased 140% over Q1 2020 to $387.0 million
Net Loss for Q1 2020 was $134.2 million
Net cash provided by operating activities increased nearly 4x over Q1 2020 to $164.5 million (including one-time direct listing expenses of $51.9 million). Exclusive of one-time expenses related to our direct listing, net cash provided by operating activities would have been $216.4 million.
Bookings increased 161% over Q1 2020 to $652.3 million
Free Cash Flow increased 4.1x over Q1 2020 to $142.1 million
Average Daily Active Users (DAUs) were 42.1 million, an increase of 79% year over year driven by:
87% growth in DAUs outside of the US/Canada
111% growth in DAUs over the age of 13
Hours Engaged were 9.7 billion, an increase of 98% year over year primarily driven by:
104% growth in engagement in markets outside of the US/Canada
128% growth from users over the age of 13
Average Bookings per DAU (ABPDAU) was $15.48, an increase of 46% year over year
April 2021 Key Metric Estimates
Daily active users were 43.3 million, up 37% from April of last year and up sequentially from 42.3 million in March 2021
Hours engaged were 3.2 billion, up 18% year over year and flat sequentially from March 2021
Bookings were between $242 million and $245 million, up 59% - 61% year over year and up sequentially 7% - 9% from March 2021 when bookings were $225.3 million
Average bookings per DAU were between $5.59 - $5.66, up 16% - 17% year over year and 5% - 6% sequentially from March 2021
Revenue was $143 million - $145 million, up 136% - 140% year over year and 5% - 7% sequentially from March 2021
“A fundamental part of being human is connecting with others, and we’re inspired by the way in which the Roblox(RBLX) community creates and shares experiences to play, work and even learn together,” said David Baszucki, Roblox(RBLX) CEO. “The opportunity of what we’re building at Roblox(RBLX) is massive, and we will continue to make long-term investments as we build a human co-experience platform that enables shared experiences among billions of users.”
“Our first quarter 2021 results enabled us to continue investing aggressively in the key areas that we believe will drive long term growth and value, specifically hiring talented engineering and product professionals and growing the earnings for our developer community,” said Michael Guthrie, Chief Financial Officer of Roblox(RBLX). “We believe we must continue to innovate and so remain focused on building great technology to make progress on our key growth vectors, primarily international expansion and expanding the age demographic of our users.”
Earnings Q&A Session
Roblox (RBLX) will host a live Q&A session to answer questions regarding their first quarter 2021 results on Tuesday, May 11, 2021 at 5:30 a.m. Pacific Time. The webcast will be open to the public at ir.roblox.com.
First Quarter 2021 Financial Highlights
Revenue increased 140% over Q1 2020 to $387.0 million
Net Loss for Q1 2020 was $134.2 million
Net cash provided by operating activities increased nearly 4x over Q1 2020 to $164.5 million (including one-time direct listing expenses of $51.9 million). Exclusive of one-time expenses related to our direct listing, net cash provided by operating activities would have been $216.4 million.
Bookings increased 161% over Q1 2020 to $652.3 million
Free Cash Flow increased 4.1x over Q1 2020 to $142.1 million
Average Daily Active Users (DAUs) were 42.1 million, an increase of 79% year over year driven by:
87% growth in DAUs outside of the US/Canada
111% growth in DAUs over the age of 13
Hours Engaged were 9.7 billion, an increase of 98% year over year primarily driven by:
104% growth in engagement in markets outside of the US/Canada
128% growth from users over the age of 13
Average Bookings per DAU (ABPDAU) was $15.48, an increase of 46% year over year
April 2021 Key Metric Estimates
Daily active users were 43.3 million, up 37% from April of last year and up sequentially from 42.3 million in March 2021
Hours engaged were 3.2 billion, up 18% year over year and flat sequentially from March 2021
Bookings were between $242 million and $245 million, up 59% - 61% year over year and up sequentially 7% - 9% from March 2021 when bookings were $225.3 million
Average bookings per DAU were between $5.59 - $5.66, up 16% - 17% year over year and 5% - 6% sequentially from March 2021
Revenue was $143 million - $145 million, up 136% - 140% year over year and 5% - 7% sequentially from March 2021
“A fundamental part of being human is connecting with others, and we’re inspired by the way in which the Roblox(RBLX) community creates and shares experiences to play, work and even learn together,” said David Baszucki, Roblox(RBLX) CEO. “The opportunity of what we’re building at Roblox(RBLX) is massive, and we will continue to make long-term investments as we build a human co-experience platform that enables shared experiences among billions of users.”
“Our first quarter 2021 results enabled us to continue investing aggressively in the key areas that we believe will drive long term growth and value, specifically hiring talented engineering and product professionals and growing the earnings for our developer community,” said Michael Guthrie, Chief Financial Officer of Roblox(RBLX). “We believe we must continue to innovate and so remain focused on building great technology to make progress on our key growth vectors, primarily international expansion and expanding the age demographic of our users.”
Earnings Q&A Session
Roblox (RBLX) will host a live Q&A session to answer questions regarding their first quarter 2021 results on Tuesday, May 11, 2021 at 5:30 a.m. Pacific Time. The webcast will be open to the public at ir.roblox.com.
Good AM:
Rumors were swirling yesterday that there was some forced liquidation by a fund was it Cathy Wood's? Or someone else.. the second shoe to drop after the first fund blow up appears to have happened.
Portfolio Position MIME reports-
Mimecast sees FY22 revenue $569.7M-$579.7M, consensus $563.56M
Rumors were swirling yesterday that there was some forced liquidation by a fund was it Cathy Wood's? Or someone else.. the second shoe to drop after the first fund blow up appears to have happened.
Portfolio Position MIME reports-
Mimecast sees FY22 revenue $569.7M-$579.7M, consensus $563.56M
Mimecast sees FY22 revenue $569.7M-$579.7M, consensus $563.56M
L Brands to split off Victoria's Secret instead of sell it, NY Times reports »
Portfolio Position PLTR reports-
Palantir sees FY21 adjusted free cash flow over $150M
Palantir sees Q2 revenue $360M, consensus $344.31M »
L Brands to split off Victoria's Secret instead of sell it, NY Times reports »
Portfolio Position PLTR reports-
Palantir sees FY21 adjusted free cash flow over $150M
Palantir sees Q2 revenue $360M, consensus $344.31M »