Roblox shares plummet 18% as child safety measures weigh on bookings
Roblox shares plummet 18% as child safety measures weigh on bookings
Roblox 股价暴跌 18%，儿童安全措施拖累预订量
Roblox shares tanked on Friday after the company slashed its full-year guidance. 周五，由于 Roblox 下调了全年业绩指引，其股价大幅下挫。
The gaming company said its new child safety features are weighing on its bookings numbers. 这家游戏公司表示，其新推出的儿童安全功能正在对预订量产生负面影响。
Roblox is facing over 140 lawsuits in the U.S. Federal Court accusing it of failing to prevent child exploitation. Roblox 目前在美国联邦法院面临 140 多起诉讼，指控其未能有效防止儿童剥削。
Roblox shares plummeted 18% on Friday after the company reported first-quarter earnings as its new child safety measures weighed on bookings. 周五，在 Roblox 发布第一季度财报后，由于新的儿童安全措施拖累了预订量，公司股价暴跌 18%。
“Part of what we’re rolling out with age check, we believe, is the real, right long-term way to build this platform,” CEO David Baszucki said Friday on CNBC’s “Squawk Box.” 首席执行官大卫·巴祖基（David Baszucki）周五在 CNBC 的《Squawk Box》节目中表示：“我们认为，我们正在推出的年龄验证功能，是构建该平台真正且正确的长期方式。”
In a letter to shareholders, the gaming company wrote that its new age-check feature “restricted on-platform communication for non-age checked users, diluted communication for age-checked users, and slowed new user acquisition,” causing greater-than-expected headwinds. 在致股东的信中，这家游戏公司写道，其新的年龄验证功能“限制了未进行年龄验证用户的平台内交流，稀释了已验证用户的交流体验，并减缓了新用户的获取速度”，从而造成了超出预期的阻力。
In January, the company restricted its chat feature to users who completed its age-check verification. According to the company, 73% of age-checked daily active users on Roblox were under 18, with 35% under 13 as of Jan. 31. 今年 1 月，该公司限制了聊天功能，仅允许完成年龄验证的用户使用。据该公司统计，截至 1 月 31 日，Roblox 上已完成年龄验证的日活跃用户中，73% 为 18 岁以下，其中 35% 为 13 岁以下。
To account for the slowed growth, Roblox slashed its full-year 2026 guidance. The company updated its full-year 2026 bookings to fall between $7.33 billion and $7.6 billion. It forecasted 2026 bookings to be almost $1 billion higher last quarter, falling between $8.28 billion and $8.55 billion. 为了应对增长放缓，Roblox 下调了 2026 年的全年业绩指引。公司将 2026 年全年预订量预期更新为 73.3 亿至 76 亿美元之间。而在上一季度，其预测的 2026 年预订量还高出近 10 亿美元，预计在 82.8 亿至 85.5 亿美元之间。
“While our aggressive push to enhance safety lowers our expectations for topline growth in 2026, it makes our platform fundamentally better and amplifies the long-term growth potential of Roblox through more effective content targeting, tailored communication experiences, and improved community sentiment,” the company wrote in its letter to shareholders. 公司在致股东的信中写道：“虽然我们为加强安全性所采取的积极举措降低了对 2026 年营收增长的预期，但它从根本上改善了我们的平台，并通过更有效的内容定位、定制化的交流体验以及改善的社区氛围，放大了 Roblox 的长期增长潜力。”
Roblox’s first-quarter results beat Wall Street’s estimates, with a loss of 35 cents per share beating the estimated loss of 41 cents per share. It reported $1.73 billion in revenue for the quarter, narrowly beating analysts’ estimates of $1.72 billion. Roblox 第一季度的业绩超过了华尔街的预期，每股亏损 35 美分，好于预期的每股亏损 41 美分。该季度营收为 17.3 亿美元，略高于分析师预期的 17.2 亿美元。
Roblox is facing over 140 lawsuits in U.S. Federal Court accusing the company of failing to protect children from sexual exploitation, according to Reuters. Last month, the company reached settlements with Alabama and West Virginia, agreeing to pay out a combined $23.2 million. 据路透社报道，Roblox 在美国联邦法院面临 140 多起诉讼，指控其未能保护儿童免受性剥削。上个月，该公司与阿拉巴马州和西弗吉尼亚州达成和解，同意支付总计 2320 万美元的赔偿金。
The company announced new account types for younger age groups last month, as well as expanded parental controls. 上个月，该公司宣布针对低龄群体推出新的账户类型，并扩大了家长控制功能。