Roblox posts strong Q3 with engagement, 48% revenue growth, FCF, softer Q4 guidance, higher CAPEX, APAC gains, and regulatory ...

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.

Wondering if Roblox is really a bargain, or just riding the hype train? You’re not alone; a lot of investors are asking just how much value is left in this fast-moving stock. Despite dropping 12.7% in ...