Roblox is benefitting from unit economies, with bookings growth outpacing the growth in fixed growth. I expect Roblox to exceed management’s full-year guidance for bookings and free cash flow.

I see Roblox as more than just a gaming company—its expanding ecosystem and monetization strategies position it for long-term success. With $1.4 billion in net cash and a growing free cash flow ...

Roblox has been successful in drawing new users, increasing revenue as the game-oriented metaverse improves its user experience. Now, as the company prepares to announce Q1 results, the challenge is ...

Roblox investors are focusing on a path to profitability after the metaverse pioneer reported a wider-than-expected Q1 loss Wednesday morning. But the company reported an unexpected beat of free cash ...