Roblox (RBLX) shares swooned Thursday after the company reported fewer-than-expected users in the fourth quarter. The online game platform had 85.3 million average daily active users in the period, up 19% year-over-year but below the analyst consensus of 88.

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In other words, not as many people are joining Roblox as hoped. And spending per user is stagnating, a combination that troubles investors. On top of this concern, Roblox's management provided financial guidance for 2025,