Daily Active Users

Roblox shares fell 15% after the company projected higher capital expenditures, raising margin concerns. While Q3 revenue surged 48% to $1.36B and bookings jumped 70% to $1.92B, exceeding expectations, increased DevEx costs and safety investments contributed to the revised outlook. Roblox raised its full-year bookings guidance but average bookings per DAU missed estimates. The company is also facing pressure to improve child safety and is involved in related lawsuits, prompting investments in safety measures and collaboration with safety organizations.

On August 11th, the Chinese AI model DeepSeek experienced a widespread service outage, impacting its API, website, and mobile app. The incident sparked widespread complaints on Weibo under the hashtag #DeepSeekDown. DeepSeek reported the issue was identified and resolved between 21:55 and 23:39. DeepSeek gained popularity in early 2025, surpassing ChatGPT in US app downloads and reaching 30 million daily active users faster than any other app.