Core Viewpoint - Roblox (RBLX) has shown significant revenue growth but faces challenges in maintaining profitability due to high spending on AI technology, making it uncertain whether the stock can sustain a price above $150 by 2030 [1]. Financial Performance - In Q4 2025, Roblox's revenue increased by 43% year-over-year to $1.415 billion, up from $988 million in Q4 2024 [1]. - The company reported a net loss of $318.107 million in Q4 2025, widening from a loss of $221.052 million in the same quarter the previous year [1]. - Roblox expects Q1 2026 revenue to be between $1.37 billion and $1.42 billion, and full-year 2026 revenue guidance is set at $6.019 billion to $6.29 billion [1]. User Engagement - Roblox's daily active users (DAUs) grew by 69% year-over-year to 144 million in Q4 2025 [1]. - The total hours spent on the platform increased by 88% year-over-year to 35 billion [1]. Investment Considerations - The stock price of Roblox has previously reached $150, indicating a significant resistance level, but currently trades below $70, which may be seen as a discount [1]. - The lack of a price-to-earnings (P/E) ratio due to unprofitability complicates the assessment of the stock's value [1]. - The company's heavy investment in AI and infrastructure raises concerns about sustainability and future profitability [1].

🚨 A @Roblox game built by the Canadian mass shooter was a mall mass shooting simulator. This brings up a couple questions:1) Why does Roblox allow this on their platform?2) Why do parents let their kids play this game?https://t.co/tmkoobUhl1 ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ______________________________ (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission file number 001-04321 ______________________________ Roblox Corporation (Exact name of registrant ...

2025年第四季度财报发布：2026年2月5日，Roblox公布2025年Q4业绩，营收14.15亿美元(同比增长 43%)，预订额22.2亿美元(同比增长63%)，日均活跃用户1.44亿(同比增长69%)，多项指标超市场预期。 2026年第一季度展望：公司预计2026年Q1预订额在16.9亿至17.4亿美元之间，高于市场共识，但净亏损 扩大至3.16亿美元。指引策略调整：自2027年起，Roblox将不再提供年度业绩指引，转为聚焦季度指 引，以应对业务波动性。 行业与风险分析 投行评级变化：2026年2月10日，花旗、Piper Sandler和瑞银等机构下调目标价，原因包括对AI竞争平台 的担忧，但多数维持"买入"或"增持"评级。年龄验证影响：全球年龄验证于2026年1月完成，对用户参 与度造成短期负面影响(中个位数百分比)，但公司认为长期将提升安全性与内容定制能力。监管与诉讼 风险：中东多国以儿童安全为由封禁平台，公司面临相关诉讼，可能影响区域业务拓展。 以上内容基于公开资料整理，不构成投资建议。 经济观察网Roblox近期发布2025年第四季度财报，营收及预订额等多项指标超市场预期，同时公司调整 了业 ...

Core Insights - Roblox reported strong fourth-quarter results despite a stock decline of over 25% prior to earnings, with a notable negative metric still affecting the company [1] Group 1: Financial Performance - Roblox's bookings surged 63% year over year in Q4 to $2.22 billion, indicating strong user spending on the platform [3] - Overall revenue jumped 43% year over year to $1.42 billion, although adjusted EBITDA fell significantly from $65.6 million to $2.7 million [5] - The company recorded $298.4 million in stock-based compensation expenses for the quarter, raising concerns about its financial metrics [5] Group 2: User Engagement - Daily active users (DAUs) increased by 69% to 144 million, while monthly unique payers (MUPs) rose 94% to 36.7 million, with significant growth driven by international markets [4] - U.S. and Canadian DAUs grew by 32%, and MUPs increased by 34%, reflecting a solid user base expansion [4] Group 3: Future Guidance - Roblox forecasts revenue growth of 23% to 29%, projecting a range of $6.02 billion to $6.29 billion, and bookings to rise by 22% to 26%, targeting $8.28 billion to $8.55 billion [6] - For the first quarter, the company anticipates bookings between $1.69 billion and $1.74 billion, representing growth of 40% to 44%, with revenue expected to grow by 32% to 37% [7]

Cathie Wood isn’t one to wait around for the tech debate to settle. Continuing her tech-buying spree, she dropped nearly $10 million on Roblox (RBLX) stock as the tech sector snaps back and the gaming platform impresses with a robust Q4 showing. In classic ARK Invest style, Wood has been shopping in the rubble of the recent tech selloff. However, Monday, Feb. 9, delivered a sharp snapback in tech and AI names, looking more like a pressure release after last week’s air pocket. What the numbers said (Feb. ...

Core Insights - Roblox is enhancing its commitment to user safety by introducing new safety partnerships and age-appropriate communication strategies on Safer Internet Day [1] Group 1: Safety Initiatives - Roblox reports strong early adoption of its age-check requirement, with over 45% of its 144 million daily active users completing the check since its introduction [1] - The company has launched a new Youth Guide to Community Standards, co-created with the Roblox Teen Council, to make safety policies more accessible to younger users [1] - Roblox has partnered with the Mental Health Coalition to develop resources focused on civility, mental health, and well-being in gaming, joining the Thrive program to share signals about harmful content [1] Group 2: Age-Appropriate Communication - The age-check requirement is a significant step for Roblox, making it the first large online gaming platform to enforce such a measure for chat access [2] - The company emphasizes the importance of clear communication regarding community standards to deter inappropriate behavior among users [1] - Roblox is implementing measures for users to update their age if mistakes occur during the age-check process, including options for parents to correct their child's age [1]

Group 1 - Roblox has experienced a significant decline, losing over 50% of its value since reaching a 52-week high of $150.59 per share in late July of the previous year [1]

Core Insights - Roblox reported a total revenue of $4.9 billion for the fiscal year ending December 31, 2025, representing a 36% year-over-year increase [1] - The fourth quarter revenue reached $1.4 billion, showing a 43% year-over-year growth [1] Group 1: Financial Performance - The company described 2025 as a "banner year," with significant growth in revenue and bookings, exceeding expectations and long-term goals [3] - Daily Active Users (DAU) increased by 69% year-over-year to 144 million, while user engagement hours grew by 88% to 35 billion hours [3] - The average monthly unique paying users rose by 94% year-over-year to 36.7 million, with players spending an average of $20.18 per month [3] - In-game currency Robux consumption increased by 53% [3] Group 2: Market Position and Future Outlook - As of the end of the fiscal year, Roblox held a 3.4% share of the global gaming content market [3] - The company forecasts annual revenue growth between $6 billion and $6.2 billion, with bookings expected to be between $8.2 billion and $8.5 billion [3]

Core Viewpoint - Despite Roblox's (RBLX.US) better-than-expected Q4 2025 results, multiple investment banks have downgraded the company's ratings and target prices [1][2] Group 1: Financial Performance - Roblox expects Q1 2026 bookings to be between $1.69 billion and $1.74 billion, exceeding market expectations of $1.68 billion [1] - The company reported a 63% year-over-year increase in bookings, which outperformed previous concerns and expectations [1] - However, the growth rate has slowed compared to the previous quarter's 70% year-over-year increase [1] Group 2: Analyst Ratings and Target Price Adjustments - Citigroup analyst Jason Bazinet lowered Roblox's target price from $152 to $119 while maintaining a "Buy" rating, reflecting updates to the financial model post-Q4 2025 earnings [1] - Piper Sandler reduced Roblox's target price from $125 to $100, keeping an "Overweight" rating, noting the stock's outperformance despite the growth rate slowdown [1] - UBS cut Roblox's target price from $103 to $74, assigning a "Neutral" rating, citing strong Q4 2025 performance but concerns over competition and emerging AI platforms [2]