Find XO: Studios on Roblox Could Not Determine Their Own Revenue This Quarter (reuters.com)

- Roblox's stock price dropped 26.9% in one day on July 31, erasing 9 billion dollars in market capitalization. - The change in April from a 7-day retention benchmark to a 28-day retention benchmark caused this, and even though daily users increased by 10%, the third quarter's booked revenue outlook decreased by 14-18%. - If you're a studio operating on the platform, remember there is a one-quarter delay between the day the distribution rules change and the day the invoice arrives.