Roblox just sent me some key data from Q4 2022 for the metaverse platform:
58.8 million average daily active users in Q4 2022.
Year-over-year growth in DAUs: Europe up 24%, APAC up 21%, and US/Canada up 19%.
Year-over-year growth across all age groups. Highest growth reportedly among users 17-24 year olds, "who comprise 31% who accounted for 22% of all DAUs in the quarter."
In other words, overall growth in daily active Roblox users in key regions is now up over 20% from 2021. That's quite decent. Also, average DAU last month (according to this summary on the Roblox site) is 65 million.
As I just wrote, rumors of the Metaverse's death are greatly exaggerated.
There's also growth among adult-age users, which remains Roblox's crucial challenge -- or what I call "the Metaverse Age Cliff":
Of that 58.8M DAU in Q4 2022 (if I understand Roblox corporate's wording), about 4 million daily Roblox users are in that sweet spot (for advertisers) of very young adults between 17-24. While Roblox is still dominated by kids, a quite decent number of highly active users are young adults.
Roblox the company doesn't officially report monthly active users, but I'm told by a very reliable source that it's currently over 250 million monthly active users.
If MAU rates roughly track with DAU numbers, that suggests Roblox has about 17 million monthly active users in the 17-24 category. (I'm speculating here, but I'd call with a safe estimate, give or take.)
More 4th quarter 2022 data via Roblox:
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12.8 billion hours engaged in Q4 2022
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Hours engaged totaled 12.8 billion in 2022, up 18% over Q4 2021
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32mm+ user-generated experiences on the platform; dozens have 1 billion+ visits
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"Over 12 million+ developers and creators on the platform. Developers earned $623.9 million in fiscal year 2022, an increase of 16% over earnings of $538.3 million in fiscal year 2021."
That's a pretty decent cut of revenue for the user creators, though keep in mind that community developers only take about 25% of that $624M as cash after platform fees, i.e. $124.6 million. (Double-checking that number with Roblox now.)
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