First, Roblox is in the process of going public and had to release their financials. So we actually know what their real numbers are, and they don’t line up very well with the analyst guesstimates. For the first 9 months of 2020, the Roblox bookings were $1.2B. It seems quite unlikely that they would have added another $1.1B on top of that in the last quarter.
Second, Roblox has the problem that they’re not selling content but they’re selling virtual currency that can be spent later. They can’t recognize the unspent virtual currency as revenue, so their actual revenue was just half the bookings.
Third, their business model is kind of odd since the thing you’d do with the virtual currency is buy mods made by users. They basically pay the mod developers a third of their revenue (not sure whether it’s a third before or after the App Store / Play Store cut).