This is admittedly a complicated story and market reaction. In isolation, Roblox's numbers were good. Q4 revenue of $988 million was up a whopping 32% year over year and ahead of its guidance of $935 ...

In isolation, Roblox's numbers were good. Q4 revenue of $988 million was up a whopping 32% year over year and ahead of its guidance of $935 million to $960 million. And other metrics, such as bookings ...