Latest news with #CreatorRewards
Yahoo
6 days ago
- Business
- Yahoo
Roblox's DAU Momentum Builds: Is Monetization the Next Step?
Roblox Corporation RBLX continues to show strong traction in its user base, reinforcing the position as a leading immersive platform. In the second quarter of 2025, daily active users (DAU) surged 41% year over year to 111.8 million, while total engagement hours jumped 58% to 27.4 billion. Growth was broad-based across geographies and age groups, with particularly strong momentum in APAC (up 76% DAUs) and in users aged over 13 years (up 54%), who now make up more than 64% of the platform's user the monetization front, second-quarter bookings climbed 51% year over year to $1.4 billion, driven by both increased engagement and higher spend per user. Monthly unique payers hit a record 23.4 million (up 42% year over year), with a record 4.6 million new payers. Average bookings per payer rose 6%. Premium subscriptions continued to expand, contributing to recurring revenues, while immersive advertising — boosted by initiatives like Rewarded Video ads — gained traction as more brands used Roblox's 3D environments for marketing. In-experience purchases remained a core revenue driver, with both the number of paying users and average spend profitability remains constrained as Roblox continues to reinvest heavily in its creator ecosystem. Developer Exchange (DevEx) payouts hit a record $316.4 million in the second quarter, up 52% year over year, reflecting higher engagement and the company's commitment to its Creator Rewards program. While this strengthens the long-term content pipeline, it also keeps near-term margins under company's strategy hinges on converting its expanding DAU base into stronger monetization without sacrificing engagement quality. With continued innovation in ad formats, subscription offerings and virtual goods — plus rising traction in high-monetizing genres among older users — Roblox is building the infrastructure to scale monetization over time. The balance between user growth and monetization efficiency will be key in determining whether today's DAU momentum translates into meaningful earnings growth in the years ahead. RBLX's Price Performance, Valuation and Estimates RBLX's shares have gained 103.5% in the past six months compared with the industry's increase of 17%. In the same time frame, shares of other industry players, such as Take-Two Interactive Software, Inc. TTWO and Electronic Arts Inc. EA, have gained 9.2% and 34%, respectively. Image Source: Zacks Investment Research With the recent gain, RBLX is priced at a premium relative to its industry. Its forward 12-month price-to-sales ratio of 12.57 is well above the industry average. Meanwhile, Take-Two Interactive and Electronic Arts' forward 12-month price-to-sales ratios are 5.64 and 5.5, respectively. Image Source: Zacks Investment Research The Zacks Consensus Estimate for 2025 loss per share has widened to $1.71 in the past seven days. In 2024, the company reported adjusted loss per share of $1.44. Meanwhile, Take-Two Interactive and Electronic Arts' earnings in fiscal 2026 are likely to witness growth of 33.7% and 21.1%, respectively. Image Source: Zacks Investment Research RBLX currently carries a Zacks Rank #4 (Sell). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Take-Two Interactive Software, Inc. (TTWO) : Free Stock Analysis Report Electronic Arts Inc. (EA) : Free Stock Analysis Report Roblox Corporation (RBLX) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research 登入存取你的投資組合
Globe and Mail
07-08-2025
- Business
- Globe and Mail
Roblox's Bottom Line Still in the Red: When Will Profitability Arrive?
Despite explosive top-line growth and record-breaking user engagement, Roblox Corporation RBLX continues to grapple with an unprofitable business model. In second-quarter 2025, the company reported a loss per share of 41 cents, marking yet another quarter in the red, even as revenues soared 50% year over year to $1.44 billion and bookings jumped 51% to $1.4 billion. The company is firing on all cylinders in terms of platform activity. Daily Active Users surged 41% to 111.8 million, hours engaged climbed 58% and monthly unique payers hit an all-time high. Viral hits like 'Grow a Garden' attracted users and more than 75% of its DAUs interacted with at least one other experience on the same day, signaling healthy cross-platform engagement. But monetizing that engagement remains a challenge. Roblox continues to prioritize reinvestment in its creator ecosystem, spending a record $316 million on DevEx payouts during the quarter. The new Creator Rewards program also signals a commitment to sharing revenues, further delaying the path to profit. While CFO Naveen Chopra highlighted strong free cash flow and a $4 billion liquidity cushion, he also acknowledged that translating viral momentum into sustained, platform-wide monetization is still a work in progress. Roblox may be building the infrastructure for long-term growth, but for investors, the lingering question remains: when will scale finally translate to sustainable profitability? Until then, the company's bottom line is likely to remain a weak link in an otherwise compelling growth story. RBLX's Price Performance, Valuation and Estimates RBLX's shares have gained 106.2% in the past six months compared with the industry's increase of 18%. In the same time frame, shares of other industry players, such as Take-Two Interactive Software, Inc. TTWO and Electronic Arts Inc. EA, have gained 6.9% and 23.4%, respectively. Price Performance With the recent gain, RBLX is priced at a premium relative to its industry. Its forward 12-month price-to-sales ratio of 13.17 is well above the industry average. Meanwhile, Take-Two Interactive and Electronic Arts' forward 12-month price-to-sales ratios are 5.8 and 5.12, respectively. P/S (F12M) Image Source: Zacks Investment Research The Zacks Consensus Estimate for 2025 loss per share has widened to $1.68 in the past seven days. In 2024, the company reported adjusted loss per share of $1.44. Meanwhile, Take-Two Interactive and Electronic Arts' earnings in fiscal 2026 are likely to witness growth of 33.2% and 21.1%, respectively. Image Source: Zacks Investment Research RBLX currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Beyond Nvidia: AI's Second Wave Is Here The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years. See "2nd Wave" AI stocks now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Take-Two Interactive Software, Inc. (TTWO): Free Stock Analysis Report Electronic Arts Inc. (EA): Free Stock Analysis Report
Perth Now
15-07-2025
- Entertainment
- Perth Now
‘We're done': Reason Aussie influencers are moving overseas
Australia has become known to many as the 'lucky country', but Aussie influencers are leaving the country in droves to pursue opportunities overseas. Successful Queensland-based digital nomads and influencers Brent and Molly — who gained popularity through travelling around Australia in a caravan for two-and-a-half years with their two children — announced this week that they are leaving the country. 'We're leaving Australia. For good. Not for a holiday. Not for a break. Not for a visa run. We're done.' They captioned their social media post. The reasons they listed for leaving included: sky-high taxes, insane cost of living and shrinking opportunities for entrepreneurs. The pair didn't reveal where they were headed, instead asking their followers to guess which country they were jetting off to. 'Easy. Bali' one person commented. 'Great move. I would think it could be Thailand' another guessed. 'USA' was a repeated guess from many, perhaps due to the fact that the family of four have just returned from a trip to America and Mexico. The pair dismissed some of the guesses in an Instagram story, without revealing where they were moving. 'Is it Bali or Thailand? No definitely not . . .lots of people do but definitely not for us,' they clarified. The announcement comes just months after Gold-Coast based TikTok star Kat Clark announced her move to the US. Many were surprised despite her husband and 14-year-old daughter Deja joining her, she was leaving behind her 22-year-old daughter Latisha. A teary farewell hug at Brisbane Airport as Kat, Jonathan and Deja say goodbye to Latisha before starting their new life in LA. Credit: Instagram The family-focused content creator with 7.4m followers claimed the reason that she was leaving was due to the career opportunities available in the US—particularly TikTok's Creator Rewards program— which is not available in Australia. 'We've had some opportunities come up in America and we're going to give it a go,' the Courier Mail claims Clark said. While some welcomed the news of Clark's move, many were quick to question her relocation to the US given the current political climate. 'I'm sorry, no opportunity could convince me to move to America (right now) it's literally turning into a hell hole,' one person said. 'Why on earth anyone would want to move to America from Australia is beyond me' another commented.
The Verge
24-06-2025
- Entertainment
- The Verge
Roblox wants to better reward creators for bringing players back
Roblox is introducing two new systems that are designed to further encourage creators to bring players onto the social games platform on a regular basis. The systems, part of what Roblox is calling Creator Rewards, will roll out beginning July 24th. One is the Daily Engagement Reward program, which gives Roblox creators 5 Robux for an 'active spender' on the platform who spends at least 10 minutes in their experience in one day. 5 Robux isn't a lot on its own — depending on where you buy Robux, that can translate to about five cents — but if an experience brings back thousands or millions of people every day, that could add up quickly. Roblox may also change the payout in the future, it says in a blog post. To be eligible for the reward, a creator's experience must also be one of the first three experiences an active spender (which the platform defines as a user who has spent at least $9.99 in the last 60 days) launches each day. The choice to offer these payouts after the first three experiences isn't an exact science, Roblox CPO Manuel Bronstein tells The Verge. It's more that those first three experiences are why you may come to the platform in a given day, he says, while you might visit experiences after those first three because you found something new through recommendations or because of a friend's suggestion. Bronstein doesn't think creators will change their experiences to optimize just for that 10-minute threshold. 'Continue to build a great product, continue to build a great game, continue to build a great experience, and you will benefit from this reward,' he says. He also points out that these engagement-based rewards aren't the sole mechanism for Roblox creators to make money. The 'vast' majority of transactions for Roblox developers come from transactions that they generate on the platform, according to Bronstein, and creators can also monetize with things like ads, subscriptions, and even selling physical goods. This new reward system will replace the current engagement-based payouts program, which pays out Robux based on playtime from people who are subscribers to Roblox Premium. Bronstein says that program didn't reward user acquisition or user reactivation, and wasn't as transparent as Roblox wanted it to be. (He also says this new program isn't a response to Epic Games' engagement-based payouts system for Fortnite.) The second program Roblox is adding is the Audience Expansion Reward, which pays creators a revenue share of purchases from Roblox users who join or return to the platform because of them. Roblox will apply the credit if a player joins the platform through a creator's link or if a player searches for a creator's experience on Roblox by name and plays for at least 10 minutes. This new system will eventually take over for Roblox's current Creator Affiliate program. This program will offer a 35 percent revenue share to creators on up to the first $100 those new or returning users spend in their first two months on Roblox. Roblox says it's on track to pay out $1 billion to creators this year. Last year, it paid out more than $922 million, which far exceeds the $352 million Epic paid to Fortnite creators.
Cosmopolitan
17-06-2025
- Entertainment
- Cosmopolitan
Nara Smith and Lucky Blue Smith's net worths couldn't be more different
If you've ever wondered how much you could potentially make if you quit your job and started making Cinnamon Toast Crunch from scratch while dressed in couture, the answer is a lot. At least based on Nara Smith, who - despite being labeled as a "tradwife" - is undeniably the breadwinner (and breadmaker, obviously) in her marriage to Lucky Blue Smith. Though, to be clear, they're both insanely rich. Time to dig in. Much like I want to dig into Nara's homemade boba recipe. At least according to Celebrity Net Worth, who accurately notes that Lucky's been modeling for literal years - and has worked on some major brand campaigns. Celebrity Net Worth reports that Nara has $6 million (£4.4 million) in the bank - largely amassed from her TikTok earnings and influencing career. In other words, her net worth is six times Lucky's. So, how does Nara make her money? Per Yahoo, TikTok pays $0.50-$1.00 per 1,000 views on videos over 1 minute through their Creator Rewards program. Which definitely adds up when you have millions of followers and your videos are near-constantly going viral. The outlet estimates that Nara makes around $200,000 (£147,000) a month from TikTok based on her following and the popularity of her videos (which is 11.8 million as of now). This intel also falls in line with a deep dive that a fellow TikToker did into her earnings last March (though they note that $200k a month is conservative and it's possible Nara is making double that): Either way, TikTok isn't Nara's only revenue stream. She also works with multiple high end brands at the moment - including Chanel and Burberry. But her most creative ad to-date has to be for Marc Jacobs - where she "made" a handbag in her signature recipe style. Vogue did a deep dive on the ad's impact, noting that it "generated $966,000 in media impact value (MIV) on TikTok, and $285,000 on Instagram" in just the first 48 hours of publishing. Apparently this is a "MIV 149 times that of an average Marc Jacobs influencer TikTok post; and 44 times the Instagram average." In other words, the ad was hugely impactful—and it's fair to say Nara got paid accordingly. FYI, Nara (who's currently pregnant with her fourth child) spoke to Who What Wear about her career and why she's pushing back about the "tradwife" label—especially as she and Lucky split responsibilities around their home. "I'm a working mom. I take care of kids," she said. "I split the responsibility with Lucky. Our household is very 50/50. We try to figure out the kids while both of us work. It's very much this jigsaw puzzle that we're trying to work through every single day. Being labeled as [a tradwife], that just didn't fit. I didn't want this narrative out there that I'm just at home slaving away. I'm not a tradwife. I'm a working mom, and I love cooking, and I have a passion for cooking for my husband, for my kids. Cooking is my love language. I love taking care of people in that way."
