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 is planning to introduce premium games to its platform, alongside revenue sharing of up to 70% for developers. Announced at the 10th annual Roblox Developers Conference in San Francisco, CEO ...

I see Roblox as more than just a gaming company—its expanding ecosystem and monetization strategies position it for long-term success. With $1.4 billion in net cash and a growing free cash flow ...