We came across a bullish thesis on Roblox Corporation (RBLX) on SuperJoost’s Substack In this article, we will summarize the ...

For one, Roblox remains a money loser despite its business model. Indeed, in Q1, its revenue of more than $1 billion rose 29% year over year. However, because of non-cash charges, operating losses ...

The Roblox logo is displayed on a banner, to celebrate the company's IPO, on the front facade of the New York Stock Exchange (NYSE) in New York, U.S., March 10, 2021.

Roblox Corporation (NYSE:RBLX) has thrived since I last wrote about the company, with robust growth and improving cash flows driving the stock over 80% higher.Most of this has come in the past six ...

Warner Bros., Roblox and Fandango have teamed up to launch a virtual box office for Tim Burton’s upcoming “Beetlejuice” sequel inside of the online gaming platform. Beginning Monday, Roblox ...

Roblox's growth narrative is strong, with rising DAUs, engagement, and revenue, but I question its long-term sustainability due to industry cyclicality. Valuation is stretched after a 160% rally ...

During the Roblox Developers Conference 2024 keynote, CEO David Baszucki revealed Roblox's future plans, including a big push in the area of generative AI, support for Parties, and an updated ...

The game’s success also speaks to Roblox’s unique business model. The company relies on independent developers who make games using its tools and publish them on the platform.

So, while there are still lingering issues -- for example, Roblox remained in the red in the first quarter of 2025 -- investors are getting more comfortable with the company's business model and ...

Most notably, Roblox is adding more ways for creators to earn money through their experiences, and the company is unveiling a project that will power generative AI creation on the platform.

Dave Baszucki, CEO of Roblox, said his company’s goal is to reach 10% of the global gaming market’s revenue and a billion daily active users.. To do that, Roblox will focus on three key areas ...

Roblox has built a compelling ecosystem and revenue model around user-created games. The stock has risen more than 160% over the last year. Roblox's millionaire-maker status may come down to its ...