Roblox just reported a very strong set of results for 2023 and Yon and Matthew are back to break it down. We also had to dive into Epic and Disney’s new partnership.

For those that missed it, Disney is investing $1.5 billion for an undisclosed equity stake in Epic. They will partner to build immersive experiences around Disney’s iconic IPs like Star Wars, Marvel and Pixar.

Chapters:

Key Highlights from Roblox’s Earnings (01:22)

Aging Up of the Roblox Platform (06:18)

Roblox Cash Flow & Financial Numbers (07:10)

Upcoming Initiatives for Roblox (08:38)

AI Deployment on the Roblox Platform (11:05)

Roblox Wrap Up (13:45)

Epic x Disney First Reactions (14:20)

Disney’s Gaming Strategy (20:37)

Epic’s 3rd Party Partner Strategy (22:05)

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EP.89: Yon & Matthew Break Down Roblox’s 2023 Results and the Epic x Disney Deal