Roblox now ties Call of Duty to one of the most important indicators of interactive entertainment.
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Roblox recently released third-quarter earnings results, showing strong revenue of $713 million on net bookings of $840 million. Apart from its profit figures, Roblox also broke new ground in terms of its KPIs (key performance indicators), namely the number of people who used Roblox on a daily basis.
According to the report, Roblox had more than 70 million DAUs (daily active users) during the three-month period ending September 30, 2023. This puts Roblox squarely against Call of Duty, one of the biggest gaming franchises.
In the third quarter of 2023, we achieved record results across many of our key operating metrics:
- Average daily active users (DAU) reached a new high of 70.2 million, up 20% from last year;
- Hours exceeded 16 billion, up 20% from last year;
- Average monthly unique payers (MUP) were 14.7 million, up 14% year over year, and average bookings per MUP were $19.02, up 5% year over year year. The average number of returning unique payers per month and new unique payers per month reached all-time highs.
Regarding Call of Duty’s DAU, during the FTC lawsuit against Microsoft, Activision Blizzard King CEO Bobby Kotick Confirmed Call of Duty has 70 million daily users across premium and free-to-play games.
question How many daily active users have COD games?
Kitty: 70 million.
The majority of players play on phones. Then you probably have 25% of players on PC, and then probably 15-16% play on PlayStation, 7-8% play on Xbox.
Roblox confirms that its current growth trajectory has allowed the company to reduce capital expenditures and that its infrastructure-related capex could be below $100 million through 2024. For reference, Roblox spent $218 million on this segment in the third quarter of 2023.