Roblox corporation9/18/2023 ![]() But backing all this is what we like to think of as a 3D interactive cloud. So as you're all aware, we have about 66 million daily active users across the globe in a number of languages. There's another element to this behind the scenes which is kind of our scale. And it's not just studio but we have very rich and powerful back end that enable things that would normally be very hard to be done very easily again on the service of the idea that the easier we make things for creators, the more great content they'll produce, the more that will be attractive to users and that drives Roblox success. And we have a very large team that focuses on these tools. And we do that because giving great tools to our creators which enables them to create great experiences. Not shown here also is the entire coding environment that set up for both individuals and teams to be able to build and code in the system. You can see the ship, you can see the terrain. You can see fairly rich 3D manipulation techniques for building. So we have here kind of an animated screenshot out of Roblox studio. So with that, we have always invested in making creators lives easier, so they can create content better, faster with as low a skill level as is possible and is reasonable. All our content is created by the community. Roblox has always been focused on its creator community. So with that, I just want to talk a little bit about our creators because this is the back story to all of this. I have even one demo that's a little bit lengthy but it's about 3 minutes that I'll show you folks that's very, early concept but it helps illustrate where things are happening. I'm also going to touch a little bit on the history of AI and why we're having this discussion now and what's going on that have kind of led to now being the time we're having all this excitement as opposed to years from now or a few years ago.Īnd then I'm going to give you some examples of things we are doing and where we intend to go. I'm assuming most folks here kind of know what we do but I'm going to highlight the elements that I think are most material to where the technology can take us just so that we're all on the same page. We'll touch a little bit on some key elements about Roblox’s business. As I do this, there is first a fair amount of history to give context to where we're going because I think it makes it much more understandable both on where we're at, what we're doing today and where we will go in the future. What I'm going to take you through today is kind of the Roblox's view of where the - how and where the current trends and excitement around generative AI and large language models are impacting us. I'm the Chief Technology Officer at Roblox. And then after that, we'll move to an open Q&A. That should be visible both in the room and on the webcast. So I mean, as a programming note, the way that we're going to do this is Dan is going to run through a presentation. I am thrilled today to be joined by Dan Sturman and Mike Guthrie, the CTO and CFO of Roblox. My name is Matt Cost from the Morgan Stanley U.S. Thank you, everyone, in the room and on the webcast for joining us. Users can purchase Robux, as one-time purchases or through monthly subscriptions through mobile payments, credit cards, or prepaid cards.Roblox Corporation ( NYSE: RBLX) AI Discussion with Morgan Stanley Conference Call J12:00 PM ETĪll right. Any user can be a developer or creator on the Company’s platform using Roblox’s studio of software tools. Users are then free to immerse themselves in experiences on Roblox and can acquire experience-specific enhancements or avatar items in the Company’s avatar marketplace using the virtual currency (Robux). Upon signing up for Roblox, a user personalizes their Roblox identity, or avatar. Its platform is powered by user-generated content that draws inspiration from gaming, entertainment, social media and even toys. The Company operates the Roblox Platform as live services that allow users to play and socialize with others for free. ![]() The Company operates a human co-experience platform or Roblox Platform, where users interact with each other to explore and develop, user-generated and 3D experiences. Roblox Corporation is a technology company. Other points of data to note are a P/E ratio of -, revenue per share of 3.91 and a -13.03% return on assets. The company is not paying dividends at this time. You can now share this on Stocktwits, just click the logo below and add the ticker in the text to be seen.
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