Bloomberg Talks ROBLOX CEO David Baszucki Talks Earnings
Oct 30, 2025
David Baszucki, the visionary CEO and Founder of Roblox, discusses the platform's record growth and impressive metrics, including daily active users and bookings. He highlights the company's focus on building a robust creator economy and investing in infrastructure despite lower unit costs. Baszucki addresses how they balance safety technology with user growth, revealing innovative age verification methods. He also explores the dynamic gaming landscape, positioning Roblox at the forefront of social and AI-driven experiences, promising exciting future developments.
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Rapid Growth With Strong Cash Generation
- Roblox grew bookings 70% year-over-year to $1.9B and daily active users passed 150 million, up 70% year-over-year.
- The company generated over $440M free cash flow in Q4 despite increased infrastructure spending.
Deliberate Infra Spend To Support Scale
- Roblox is deliberately increasing infrastructure spend to support sustained user growth and safety measures.
- Management expects to slow the pace of cost reductions to invest in platform capacity and performance.
Use AI For Age Verification And Safety
- Implement facial age estimation and advanced AI tools to gate communications and reduce harms on social platforms.
- Accept short-term friction for long-term safety and shareholder value.