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 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 ...

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.

When Roblox went public, it was a free-cash-flow generating machine. For three straight quarters, though, its free cash flow performance has deteriorated. Q1's free cash flow was better than Q4's -- ...

Founded in 2024, the studio builds Roblox titles with AI-driven workflows and next-gen ecosystems. In soft launch, SuperbulletAI generated $3,650 from 1,110 users in three weeks with zero marketing.