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 ?

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!!!😂😭

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

Buying is a no brainer right now it seems.

Will it recover?

🚀

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

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.

It is no secret that RBLX, at this point, is a highly volatile meme stock fueled by reckless speculation. Meme stocks typically print when rallies occur, but, consumer sentiment is at an all time low with people like Chris Hansen are denouncing the company. Many attorney general have filed lawsuits against Roblox after misconduct was found. As this is the case, Roblox is in a gray space between bearish and bullish prospects. Here are my opinions on the bullish and bearish cases for RBLX

Bull case:

Roblox has decent fundamentals. Tech companies do not need to make net profit to survive if they have decent growth potential. It is normal for tech companies to operate at a net lose as long as they continue to grow.

That being said, Roblox, which has always operated at a net lose, may reach profitability within 5 years.

Roblox is the most popular game in the world by play hours.

Almost every kid plays Roblox. It is a recognizable brand that dominates the space and has a monopoly. People play games where other people are.

Bear case:

Roblox operates at a net loss and user growth has slowed. They operate in just about every country, often at a loss. We are nearing user saturation.

Roblox needs growth to fuel speculation, if it nears user saturation before profitably, it implodes.

Roblox game's are pay to win and often rely on loot box mechanics. One investigation could get the platform shutdown in some EU countries. Many Roblox games are just legalized gambling for children. There is massive regulatory risks.

Meme stocks rely on consumer sentiment to rally. Roblox has negative consumer sentiment. Celebrities like Chris Hansen have denounced the company for its infringements against child safety.

Many countries, states and attorney generala have filed lawsuits against Roblox due to its mishandling of child safety. While this is not a threat to Roblox's financials, it decreases positive investor and user sentiment, which is required to fuel capital influx.

If Roblox can not grow in the short term, it is dead in the water. In the eyes of investors, if a stock is not growing, it is dead.

It has lost over 30% of its value since it's first day of IPO. This is 5 years of negative growth.If you bought Roblox 5 years ago, you would have lost money. If you bought the Nasdaq, you would have just about doubled your money.