Roblox Corporation's First Quarter 2025 Earnings Call was held on May 1, 2025, at 1:30 PM GMT. Key executives in attendance included Founder, President, CEO & Chairman of the Board David Baszucki, Chief Financial Officer Michael Guthrie, and Senior Director of Financial & Corporate Communications Stefanie Notaney. Analysts and stakeholders joined the call to discuss the company's Q1 2025 financial results. During the call, CEO David Baszucki highlighted the company's goal of achieving full 3D scene creation and 4D generation capabilities. He stated, "Our goal is full 3D scene creation, describe the environment you would like, describe the objects in it and generate that whole thing coupled with 4D generation, nonstatic objects, interactive things, cars, humans, animals." Baszucki also expressed optimism for future creative experiences on Roblox, saying, "We're going to see generative 3D fashion experiences, for example, where people can describe what they would like to wear." CFO Michael Guthrie noted the positive trend in the company's gift card business, emphasizing that consumers receive more value through gift cards compared to mobile native payments. He stated, "Our gift card business is very, very healthy. And consumers are becoming more aware that with gift cards, they do get 25% more Robux." The full transcript can be accessed through the link below.
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