The market expects Roblox (RBLX) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended December 2023. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on February 7, 2024, might help the stock move higher if these key numbers are be ...

Investors are about to learn a lot more about Roblox's (RBLX -2.20%) momentum heading into 2024. The online gaming platform is due to report its fourth-quarter results on Feb. 7 in an announcement that will also feature management's official outlook for the new year, a first for the company.The stock has been volatile recently. Roblox shares are 69% below the all-time high they set when the pandemic was fueling fantastic growth for the company, but they surged 85% in the last two months of 2023 before givin ...

核心观点 - Roblox推出全新的创作者商店 取代原有的创作者市场 旨在构建一个安全、实用且能为创作者提供盈利机会的生态系统 以加速平台内容创作 [2][3] 安全措施 - 公司致力于确保创作者商店成为寻找资源的安全场所 通过人工与自动化系统结合 快速应对生态内问题 [4] - 已实施多项安全改进 包括上传频率限制、恶意代码自动检测、对覆盖超50%商店插入量的热门及新资源进行人工评估、默认仅显示身份/手机验证创作者的内容、禁止主要用于恶意行为的编码模式/API 以及对恶意内容的系统审核与违规者追责 [5] - 自2022年以来 已移除4700万个恶意及复制资源 实施月度提交限制后 垃圾内容减少超90% [5] - 2023年 确认99.99%插入到Studio的创作者商店资源是安全的 未来数月将有更多更新以提升系统安全性与透明度 [6] 实用性与发现体验 - 公司在资源发现方面进行了重大改进 以帮助开发者快速高效地找到所需资源 [7] - 关键改进包括：语义搜索使各类资源的唯一插入量提升高达20% 主页新增子类别和趋势板块 推出可信评级和评论以获取更好的社区反馈 [8] - 富媒体功能允许更丰富的资源描述 包含额外图片、链接及“创作者更多作品”板块 今年计划进一步扩充描述内容 让开发者更深入了解资源 [9] - 即将推出基于场景的上下文推荐功能 [10] 盈利机会 - 公司开始推行基于美元定价的创作者商店 开发者销售插件和模型（即将推出）可获得100%的收入（扣除销售税和支付处理费） 相关资源销售不再受开发者兑换费用约束 [11] - 未来几周 有意销售插件的创作者可设置卖家账户并为其资源配置美元价格 为确保所有开发者有充足时间过渡并为销售做好准备 资源在三月下旬之前暂无法以美元价格购买 新的美元商店上线后 将无法再使用Robux买卖资源 模型销售支持将在之后添加 [12] 行业与公司背景 - Roblox是一个用户生成内容平台 去年向用户生成内容开发者支付了约7.35亿美元 [3][4]

Roblox (RBLX) ended the recent trading session at $40.78, demonstrating a +0.74% swing from the preceding day's closing price. This move outpaced the S&P 500's daily gain of 0.29%. On the other hand, the Dow registered a loss of 0.25%, and the technology-centric Nasdaq increased by 0.43%.Shares of the online gaming platform have depreciated by 11.94% over the course of the past month, underperforming the Consumer Discretionary sector's loss of 0.69% and the S&P 500's gain of 2.08%.The investment community w ...

Roblox (RBLX) closed at $38.68 in the latest trading session, marking a -1.7% move from the prior day. This change lagged the S&P 500's daily loss of 0.56%. Elsewhere, the Dow saw a downswing of 0.25%, while the tech-heavy Nasdaq depreciated by 0.59%.The online gaming platform's stock has dropped by 12.03% in the past month, falling short of the Consumer Discretionary sector's loss of 2.54% and the S&P 500's gain of 1.2%.The investment community will be paying close attention to the earnings performance of ...

SAN MATEO, Calif.--(BUSINESS WIRE)--Roblox Corporation (NYSE: RBLX) today announced that it will report the company’s fourth quarter and full year 2023 financial results before the opening of the U.S. markets on Wednesday, February 7, 2024. Roblox will host a conference call to answer questions regarding its financial results on the same date. Conference Call Details The conference call will begin at 5:30 am PT / 8:30 am ET on Wednesday, February 7, 2024. The live webcast of the conference call can be acc ...

There's no doubt about it, the rise of artificial intelligence (AI) stole the spotlight from the metaverse on Wall Street. But it would be a mistake to think of these two trends as being mutually exclusive.Some companies with the potential to score explosive wins in AI are also betting big on the future of the metaverse. If you're an investor seeking promising opportunities at the intersection of these influential trends, read on to see why Roblox (RBLX 0.40%) stands out as a top play.Roblox has a fantastic ...

The metaverse is here to stay, and no matter how difficult it is for companies to adapt it or make it usable, it is a tool that will contribute to our future and technology. Companies are developing incredible things and working tirelessly for the metaverse, here you have these three best metaverse stocks to take a look at.Snap (SNAP)     Source: BigTunaOnline / ShutterstockSnap (NYSE:SNAP) is making waves in the tech world with its popular platform, Snapchat. The company just reported its Q3 2023 financial ...

Fool.com contributor Parkev Tatevosian discusses why he thinks this artificial intelligence (AI) stock would make an excellent addition to your portfolio in 2024.*Stock prices used were the afternoon prices of Dec. 27, 2023. The video was published on Dec. 29, 2023. ...

财务数据和关键指标变化 - 第三季度总营收为7.13亿美元,同比增长38% [1][2] - 第三季度现金流量为1.12亿美元,自由现金流为5900万美元 [2] - 第三季度日活跃用户(DAU)达到7000万,同比增长20% [2] - 第三季度总参与时长达160亿小时,同比增长20% [2] - 第三季度经调整EBITDA为8100万美元 [2] - 公司拥有超过20亿美元的净流动性,现金及等价物总额为31亿美元 [2] 各条业务线数据和关键指标变化 - 日本市场DAU增长66%,参与时长增长64%,现金流增长174% [3] - 德国市场DAU增长27%,参与时长增长30%,现金流增长75% [3] - 巴西市场DAU增长23%,参与时长增长23%,现金流增长62% [3] - 印度市场DAU增长53%,参与时长增长49%,现金流增长76% [3] - 13-16岁用户DAU增长22%,17-24岁增长27%,25岁及以上增长25% [3] - 13-16岁用户参与时长增长23%,17-24岁增长29%,25岁及以上增长28% [3] 各个市场数据和关键指标变化 - 公司正在加速拓展全球市场,尤其是西欧和东亚地区 [9][10] - 这些地区用户付费转化率和参与度持续提升,是公司重点发展区域 [9][10] - 公司正在不断提升产品质量和本地化,以满足不同市场需求 [11] 公司战略和发展方向及行业竞争 - 公司的战略重点包括:连接全球用户、面向所有年龄段、Roblox无处不在、繁荣的虚拟经济 [2][3][4] - 公司正在不断创新,推出订阅、广告等新的变现模式,为开发者提供更多工具和支持 [4][5][7] - 公司正在加大对人工智能、语音、头像等技术的投入,提升平台能力 [5][6] - 公司正在优化内部运营效率,通过提高自动化和基础设施利用率来提升利润率 [6][11][12] 管理层对经营环境和未来前景的评论 - 管理层对公司的发展前景持乐观态度,认为公司有望持续增长 [2][6][7] - 管理层表示将在2024年开始提供财务指引,提高公司的透明度 [6][7] - 管理层认为公司有足够的现金流和基础设施支持未来的增长 [6][12] 问答环节重要的提问和回答 问题1 **Jason Tilshen 提问** 开发者分成占现金流的比例有所下降,是否有一些临时性因素影响? [8][9] **管理层回答** 开发者分成下降主要是由于之前存在一些渠道可以以折扣购买Robux,这种情况已经得到解决。公司未来仍将继续大力支持开发者社区,提供更多机会帮助他们增加收入。 [8][9] 问题2 **Bernard McTernan 提问** 公司在提升运营效率方面还有哪些计划? [11][12] **管理层回答** 公司正在通过提高自动化和基础设施利用率来持续提升运营效率,未来几年这将是主要的利润率改善来源。同时,公司也在优化安全和内容审核流程,提高效率的同时也提升了质量。 [11][12] 问题3 **Omar Dasuki 提问** 基础设施成本大幅下降的原因是什么,未来是否能保持这种趋势? [12][13] **管理层回答** 主要原因是公司之前大量投资建设了数据中心基础设施,现在已经具备了足够的产能,未来几年不需要大规模资本支出。同时,公司也在持续优化工程效率,未来基础设施成本占营收或现金流的比重将进一步下降。 [12][13]