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Roblox Corp (RBLX.N): RoMonitor Week25 Update: Weekly CCU Growth Remains Negative-20260622
花旗· 2026-06-22 23:07
Vi e w p o i n t | 22 Jun 2026 10:17:18 ET │ 19 pages Roblox Corp (RBLX.N) Week 25 CCU Growth — During week 25 (June 15th to June 21st 2026), RoMonitor's average peak CCUs were 15.3 million, down 5% over the year-ago period. QTD CCUs are still positive, up ~7%. Bookings Implications — There are two key assumptions required to link CCUs to bookings: i) Payers per CCU and ii) Bookings per Payer. Based on historical averages, we believe the QTD CCU trends are consistent with 2Q26 bookings of $1.57 billion. Thi ...