Roblox again reported mixed results. The second quarter (like the first) saw strong revenue growth but also expanding operating losses due to elevated spending. Despite strong underlying metrics, the ...

Roblox (RBLX) has emerged as one of 2025’s standout stories, capturing the attention of investors with an extraordinary surge of nearly 130% year-to-date (YTD). The online gaming platform has ...

Roblox shares fell after it reported weaker-than-expected Q1 bookings and lowered its full-year bookings guidance. The company also has a stock-based compensation expense problem. Despite the sell-off ...

Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here. In the second quarter, the ...

Roblox Corporation delivered accelerating bookings growth in 2025, raising full-year guidance to $6.566–$6.616 billion, but valuation remains stretched. RBLX's user base is aging up rapidly, expanding ...

We think Roblox is making good progress on profitability after a period of heavy investment and likely bloated spending resulting from the surge in demand during the COVID-19 pandemic. Infrastructure, ...