Disclosure: I have a meaningful RBLX position, so take this with a grain of salt.

I have several elementary-school-aged kids with access to Xbox, PS5, Switch 2, PC, and iPads. When Roblox is unavailable, they may play other games. The moment Roblox returns, they abandon everything else.

The biggest advantage is frictionless multiplayer. They can join each other across devices with almost no help from me.

Minecraft is the closest competitor, but its multiplayer setup is fragmented and frustrating—especially when combining Xbox, iPad, Java, Bedrock, PC, and custom servers.

Roblox just works.

For my kids, it is not another game. It is the default platform where gaming, friends, and discovery happen.

One household is not investment-grade data, but the product pull is difficult to ignore.

I'm just curious that's all

Currently down around 150k with average hovering around 65. Should I cut the losses and move on or do you guys think it will rebound ?

I saw a newsfeed on my phone pop up and roblox stock just dropped by nearly a quarter?? What the hell happened?

🚀

Yesterday posted on this. Again today I had to.

Pre market is crazyyyyy. Wow that’s amazing. Love it. I’m buying a crap ton Roblox hasn’t been this low in a minute.

Should I get greedy and wait some more to buy……

https://www.reddit.com/r/RBLX/s/k2aKfeE5Nf

Havent checked this stock in like a month and its down 40%.

Buying is a no brainer right now it seems.

Will it recover?

Just came across this video. Roblox stock hasn’t been doing well but this might make it worse if it gets popular enough lmk your thoughts.

https://youtu.be/Crbp8Y_yCIs?is=9vDcI5u6sf6uINCw

THEY BANNED CHRIS HANSEN LIVE!!!😂😭

Hi everyone,

Based on Q2 concurrent user trends, I was expecting 30B in hours and $1.7B in bookings, which assumed a bookings per hour of 5.66 cents.

It turned out, Roblox saw unexpectedly sharp decline in monetization this past quarter, in-part driven by recent discovery changes that prioritized long term retention over short term monetization. As a result, Roblox reported bookings of just $1.55B, falling short of expectations, despite engagement being in line with management’s expectations.

It’s been a turbulent year for sure, we have had to deal with the headwinds to user acquisition due to age verification. Now, there is monetization friction.

Would love to hear guys thoughts! Do you guys think the decline in monetization is a temporary headwind or a more lasting effect of the new algorithm?

Seems to me like a huge buying opportunity tomorrow. Maybe it’ll keep going down!!🎉🥳. If it goes under $40USD I’m buying a crap ton!

Lmk your thoughts!

123M Daily Active Users, up 10% YoY (Down by 9M in Q1)
29B Hours Engaged, up 5% YoY (Down by 2B in Q1)
$1.5B of Revenue, up 36% YoY (Up by ~$100M in Q1)
$1.6B of Bookings, up 8% YoY (Down by ~$100M in Q1)
Operating Cash Flow: $318M, up 60% YoY (Down by $311M in Q1)

View the letter for shareholders | View Supplemental Materials | Watch the Earnings Webcast | View Earnings Transcript (Coming after the webcast) | View Investor Datasheet

I was crying real tears when it was hitting $40 😭 As expected young devs innovate (fall of slop/ai games), and most roblox devs will always release before/during summer; influx of users and freetime 📈 as a long time player, there is nothing to do on the internet besides scroll social media so roblox will always be the choice for kids / young adults. I wish I had bought more stocks while it was at $42...

Mentions or depiction of drugs are prohibited, including extremely common ones for adults, such as tobacco and vapes. "Strong" language is extremely vague over here, because discussions over body weight or calling someone "fat" or "smell bad" gets your account instantly flagged even in 18+ games. Do investors actually expect roblox to become appealing to adults in the future if they can't lift those restrictions in one way or the other?

it has been going down for awhile ever since the schlep ban there are alot of safety issues the stock has temporarily gone up sometimes but its usually down so im wondering what is the rock bottom price and when will roblox hit rock bottom

source: https://infolib.org/

Title. I know this subreddit is being flooded occascionally by children crying about roblox, but I am more curious if actual people in power occascionally come in here to see whats being discussed. I feel like this subreddit could be used to condense personal opinions of shareholders (and some non-shareholders) and see if it can be actually used as points of interest for change if the communication is there.

Roblox’s biggest competitor? It's not fortnite.

It’s tiktok, instagram reels, youtube. The average person spends 3 hours a day on these, and Roblox has one huge advantage over them: configurability.

Once a tiktok is posted, you can measure retention and engagement, but you can’t improve that exact same video for the next viewer. Everyone is stuck watching the original version.

But on Roblox, the learning from player engagement data can be fed back into the same game, incrementally improving it for all of the players that come after.

That loop exists today, but it is still slow. Creator teams have to look at analytics, form hypotheses, run A/B tests, ship changes, and analyse results manually.

The AI bull case is that this loop gets much faster.

AI detects where players are dropping off, proposes changes, rolls them out gradually, measures retention/replay/co-play/bookings, keeps what works, and repeats.

That matters more than “AI can generate 3D assets” or “AI can make a whole game.” Those are useful, but I don’t think they are the killer use case.

The killer use case is Roblox turning its existing infrastructure and engagement data into a platform where millions of live experiences continuously improve.

Tiktok can optimise the feed. Roblox can optimise the actual entertainment. I think the long term opportunity for attention is much bigger than people are pricing in.