Bloomberg Audio Studios, podcasts, radio news, grow regard ninety nine Nights in the Forest, Steal a Brain, rot, three games, propelling Roadblocks to its highest level of daily active users. The company also posting nearly two billion dollars in bookings in the third quarter. Still shares of the company trading
lower after the earnings. Let's talk all through all of this with Daveazuki found a CEO of Roadblocks, and Dave, this growth, this is real playing commitment comes at a cost and infrastructure cost, and we see costs go up because of safety that you're enacting, but also the cloud compute. How do you start to monetize to make up for some of those costs.
Yeah, thanks for noting the amazing quarter we just had. Both bookings growth was up seventy percent year on year at one point nine billion, and as you noted, our daily active users passed one hundred and fifty million, which is up seventy percent year on year. In addition to those three games you mentioned, we had seven games on Roadblocks in the last quarter, past ten million daily active
users and a really healthy content ecosystem. Five of those seven experiences were created in the last year We've hit some really peak numbers. We had forty five million concurrent players all at the same time. What we said on the earnings call is with all of this growth, which is cumulatively averaging thirty seven percent over the last two years, we are going to be spending on infra. What we said is the continued decreases in costs for infra. We
may slow that down a bit as we spend. But the final thing I want to generate is the cash flow that we generated on the platform. We generated over four hundred and forty million of free cash flow in Q four.
DAVE. Looking forward, then how are you managing out some of the technology plays that you made age verification technology in a way that doesn't impact or slow the growth of both active users in the bookings.
We've made a commitment a while back to what we believe will be the cold standard for safety on platforms like Roadblocks and throughout the industry. With new advances in AI, we're going to use facial age estimation to estimate the age of everyone on our platform. And in addition to the text filtering we do the critical harms monitoring the prevention of any image sharing. We're going to use that to help gate who communicates and who they communicate with.
I was just in an executive staff meeting on Tuesday playing with the role out of this product. It's really elegant, and we of course want to highlight there may be some friction, but I'm really optimistic this is the long term good play for Roadblocks, which is really establishing the standard of how we believe safety and civility is going to run in the future, and that.
Your CFO made the point that's going to have long term value for shareholders. You make it again, Dave, talk to us there for about the new technology, not just in safety, but also in how you build games and high fidelity feeling of a game. But some of these big winners that we've had, we just them at the top. They are kind of more old school feeling in many ways, but they're the ones breaking records, grow a garden, more classic and blockie. How do you compromise on that.
We've highlighted our vision of getting the ten percent of all the global gaming content market running on Roadblocks. In this quarter we pass three percent, so there's a lot of room to go. We have an enormous amount of new technology coming to support more diverse experiences, to support different types of avatars, to support competitive gaming and genres like racing or sports, to support role playing games and
other types. And we really do have a vision for genre expansion, but in a really future looking way, and that when creators make experiences on Roadblocks, they run well, either on low end Android devices like a two gigabyte Android phone or on high end gaming pieces, and they run around the world. So we're optimistic with the new technology, our economics and discovery, we're going to see a diversification of the types of experiences we see on our platform.
Dave, you want ten percent of the gaming content market? That changed in the quarter. I saw layoffs at Amazon and Microsoft's gaming divisions, Electronic Arts elected to go private. The big publicly traded peer that you have private with the SAUDIS reacts with your interpretation of what that signals for the market you're trying to grow in well.
People estimate the global gaming market somewhere between one eighty and two hundred billion. What we've seen on Roadblocks is really a future forward optimistic look at gaming. We've seen new types of genres given the the Roadblocks platform, the ability to play with friends on different devices. Addressed to Impress last year was a whole new type of experience.
People competing in a fashion show grow a garden. I'm really proud of because hitting those top numbers, making new records for over twenty million Concurrence is literally a game you can play either while you're there or when you're not there. Your garden keeps growing when you're not playing.
So I think the way to think about this is not just protecting abunst the history of gaming, but looking at whole new types of games that are going to be built on platforms like Roadblocks and accelerated with AI as every game starts to have access to AI as well.
David Zooki, Roebooks CEO, thank you very much