๐น Bookings: $1.21B (est. $1.14B) ๐ข (โฒ 31% YoY)
๐น Adj EPS: -$0.40 (Est. $0.32) ๐ข
๐น Revenue: $1.04B (โฒ 29% YoY)
๐น Adj EBITDA: $58M (ex-deferral adj. of +$147M)
User & Engagement Metrics
๐น DAUs: 97.8M (โฒ 26% YoY)
๐น Hours Engaged: 21.7B (โฒ 30% YoY)
๐น Avg Bookings per DAU (ABPDAU): $12.34 (โฒ 4% YoY)
๐น Monthly Unique Payers: 20.2M (โฒ 29% YoY)
๐น Avg Bookings per Monthly Unique Payer: $19.92
Other Key Metrics:
๐น Free Cash Flow: $426.5M (โฒ 123% YoY)
๐น Operating Cash Flow: $443.9M (โฒ 86% YoY)
๐ธ Creator earnings hit a quarterly record $281.6M
๐ธ Over 100 devs earned $1M+ in last 12 months
๐น Total Cash & Investments: $4.51B
๐น Net Liquidity: $3.50B
Q2'25 Guidance
๐น Revenue: $1.02Bโ$1.045B
๐น Bookings: $1.165Bโ$1.19B
๐น Adj EBITDA: $25Mโ$45M
๐น FCF: $105Mโ$120M
๐ธ Includes $30M payout delayed from Q1
๐ธ Adjusted for timing, FCF guide would be $135Mโ$150M (โฒ 21โ34% YoY)
FY25 Outlook (Updated)
๐น Revenue: $4.29Bโ$4.365B
๐น Bookings: $5.285Bโ$5.36B
๐น Adj EBITDA: $205Mโ$265M
๐น Free Cash Flow: $885Mโ$930M
๐น CapEx: $285M