David Baszucki

We've highlighted our vision of getting to 10% of all the global gaming content market running on Roblox.

In this quarter, we passed 3%, so there's a lot of room to go.

We have an enormous amount of new technology coming to support more diverse experiences, to support different types of avatars, to support competitive gaming in genres like racing or sports.

to support role-playing games and other types.

And we really do have a vision for genre expansion, but in a really future-looking way, in that when creators make experiences on Roblox, they run well either on low-end Android devices, like a two-gigabyte Android phone, or on high-end gaming PCs, and they run around the world.

So we're optimistic with the new technology, our economics and discovery.

We're going to see a diversification

of the types of experiences we see on our platform.

Well, people estimate the global gaming market somewhere between 180 and 200 billion.

What we've seen on Roblox is really a future-forward optimistic look at gaming.

We've seen new types of genres given the Roblox platform, the ability to play with friends on different devices.

Dressed to impress last year,

was a whole new type of experience.

People competing in a fashion show.

Grow a Garden I'm really proud of because hitting those top numbers, making new records for over 20 million concurrence is literally a game you can play either while you're there

Or when you're not there, your garden keeps growing when you're not playing.

So I think the way to think about this is not just protecting against the history of gaming, but looking at a whole new types of games that are going to be built on platforms like Roblox and accelerated with AI as every game starts to have access to AI as well.