Roblox Corporation (RBLX-N)

EPS of -48c was worse than -45c expected; sales were $899M, 2.7% better than expected. 
EBITDA of $183M was 88% better than expected. 
Roblox's inflection in bookings growth, driven by an expanding user base and increased engagement, bodes well for its sales, with the company lapping tough Covid-19 year over year comparisons. 
User gains continue to be aided by content advantage, which seems to be driven by enlargement beyond its core 9-13 year old user group as well as geographic expansion outside the US. 
The company may see positive revisions for its Ebitda and free cash flow amid an acceleration in the top line through 2023, though higher developer fees aimed at boosting content could be an offsetting factor. 
Bookings growth advanced to 22-24%, while hours engaged and daily active users both rose 19% in January, helping drive the number of unique payers on its platform. 
These were surprisingly decent results, with investors focused more on EBITDA and bookings than the earnings miss. 
The 8% short interest is likely covering some today, and we are seeing a fairly big shift in sentiment towards last year's losers right now.  
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Likes it. Earnings are coming and the street wants to know their daily active users number. In December, they had 65 million, up 18%, but the average booking for daily users is $7. These shares range between $30-40, so she sells calls close to $40, then closes it out closer to $30. They have cash flow and revenues, but remain in the growth stage.