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 ...

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.

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 exhibits ultra-high-quality business traits: rapid growth, strong brand equity, minimal marketing needs, low CAPEX, and potential for attractive future capital distributions. The company’s ...