Latest news with #RobloxCorporation
Yahoo
29-05-2025
- Business
- Yahoo
Here's Sands Capital Technology Innovators Fund's Select Engagement Report on Roblox (RBLX)
Sands Capital, an investment management company, released its 'Sands Capital Technology Innovators Fund' Q1 2025 investor letter. A copy of the letter can be downloaded here. Technology Innovators focus on pioneering businesses worldwide that serve as key drivers or beneficiaries of significant long-term changes driven by technology. The fund returned -10.4% (net) in the first quarter compared to a 9.4% return for the benchmark, MSCI ACWI Info Tech and Communication Services Index. The choice of securities in the software sector was the primary factor negatively impacting relative performance. You can check the fund's top 5 holdings to know more about its best picks for 2025. In its first-quarter 2025 investor letter, Sands Capital Technology Innovators Fund highlighted stocks such as Roblox Corporation (NYSE:RBLX). Roblox Corporation (NYSE:RBLX) develops and operates an immersive platform for connection and communication. The one-month return of Roblox Corporation (NYSE:RBLX) was 22.67%, and its shares have appreciated by 155.32% over the past 52 weeks. On May 28, 2025, Roblox Corporation (NYSE:RBLX) closed at $84.64 per share, with a market capitalization of $57.41 billion. Sands Capital Technology Innovators Fund stated the following regarding Roblox Corporation (NYSE:RBLX) in its Q1 2025 investor letter: "Business: Roblox Corporation (NYSE:RBLX) is a leading gaming development and distribution platform. Key issues: Product safety and impact and health and safety. A person taking lessons through Roblox Education, expanding their knowledge and skills. Roblox Corporation (NYSE:RBLX) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 68 hedge fund portfolios held Roblox Corporation (NYSE:RBLX) at the end of the first quarter, which was 61 in the previous quarter. In Q1 2025, Roblox Corporation (NYSE:RBLX) reported revenue of $1.035 billion, that was up 29% year-on-year. While we acknowledge the potential of Roblox Corporation (NYSE:RBLX) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Roblox Corporation (NYSE:RBLX) and shared billionaire Mason Morfit's stock picks with highest upside potential. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
29-05-2025
- Business
- Yahoo
Here's Sands Capital Technology Innovators Fund's Select Engagement Report on Roblox (RBLX)
Sands Capital, an investment management company, released its 'Sands Capital Technology Innovators Fund' Q1 2025 investor letter. A copy of the letter can be downloaded here. Technology Innovators focus on pioneering businesses worldwide that serve as key drivers or beneficiaries of significant long-term changes driven by technology. The fund returned -10.4% (net) in the first quarter compared to a 9.4% return for the benchmark, MSCI ACWI Info Tech and Communication Services Index. The choice of securities in the software sector was the primary factor negatively impacting relative performance. You can check the fund's top 5 holdings to know more about its best picks for 2025. In its first-quarter 2025 investor letter, Sands Capital Technology Innovators Fund highlighted stocks such as Roblox Corporation (NYSE:RBLX). Roblox Corporation (NYSE:RBLX) develops and operates an immersive platform for connection and communication. The one-month return of Roblox Corporation (NYSE:RBLX) was 22.67%, and its shares have appreciated by 155.32% over the past 52 weeks. On May 28, 2025, Roblox Corporation (NYSE:RBLX) closed at $84.64 per share, with a market capitalization of $57.41 billion. Sands Capital Technology Innovators Fund stated the following regarding Roblox Corporation (NYSE:RBLX) in its Q1 2025 investor letter: "Business: Roblox Corporation (NYSE:RBLX) is a leading gaming development and distribution platform. Key issues: Product safety and impact and health and safety. A person taking lessons through Roblox Education, expanding their knowledge and skills. Roblox Corporation (NYSE:RBLX) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 68 hedge fund portfolios held Roblox Corporation (NYSE:RBLX) at the end of the first quarter, which was 61 in the previous quarter. In Q1 2025, Roblox Corporation (NYSE:RBLX) reported revenue of $1.035 billion, that was up 29% year-on-year. While we acknowledge the potential of Roblox Corporation (NYSE:RBLX) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Roblox Corporation (NYSE:RBLX) and shared billionaire Mason Morfit's stock picks with highest upside potential. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
24-05-2025
- Business
- Yahoo
3 Reasons to Buy Roblox Stock Like There's No Tomorrow
Shares of Roblox have soared to their highest level since 2022 amid strong growth. The company is benefiting from efforts to diversify its revenue beyond in-game virtual items. The stock has more upside as the company makes progress toward sustained profitability. 10 stocks we like better than Roblox › Shares of Roblox (NYSE: RBLX) have soared by 42% year to date and are currently trading at a three-year high as of this writing. The gaming platform is more popular than ever, leveraging its category leadership and global expansion into strong growth. Simply put, users are spending more time and money on its platform. With a path to more consistent profitability and an ongoing effort to diversify its revenue streams, Roblox should see its business continue to grow in the years ahead. Here are three reasons I believe the stock is a buy right now. Roblox is more than just a video game -- it's a platform that combines social interaction, user-created content, and community development. For Roblox, its business model centers on the Robux digital currency, which users purchase to acquire virtual items, accessories, and in-game enhancements through a robust marketplace. This model incentivizes creators to develop high-quality content, as they earn a share of Robux spending, driving a self-reinforcing cycle of engagement and monetization. In the first quarter, Roblox reported 97.8 million daily active users (DAUs), a 26% year-over-year increase, marking an acceleration from the growth in recent years. More encouraging are the signs that users are spending more time and money on the platform. Hours engaged climbed by 30%, while bookings of $1.2 billion increased by 31% from the prior-year quarter, underscoring the healthy ecosystem and Roblox's success in scaling its user base. Management expects these trends to continue, citing recent initiatives such as artificial intelligence tools available to gamers and creators proving highly popular. Metric Q1 2023 Q1 2024 Q1 2025 DAUs (in millions) 66.1 77.7 97.8 DAUs growth (YOY) 22% 17% 26% Bookings (in millions) $774 $924 $1,207 Bookings growth (YOY) 23% 19% 31% Data source: Roblox. YOY = year over year. An important development this year is Roblox's ongoing diversification of its revenue streams beyond Robux transactions, positioning itself for sustainable growth. The company has launched strategic advertising partnerships, such as with Alphabet's Google Ads, to build a robust ad ecosystem that allows brands to engage users through immersive ads without disrupting the in-game experience. Roblox is also working with Shopify to enable creators to sell physical merchandise directly within the platform, expanding the business beyond virtual goods. While still a relatively small part of the overall business, this strategy is already supporting improved margins and higher quality cash flows. International momentum is another key diversification driver, with strong growth in regions like Asia-Pacific benefiting from the availability of new languages. Roblox's focus on localized content and platform accessibility has fueled this expansion. Additionally, the platform is attracting older demographics, with 64% of engagement hours in Q1 coming from users aged 13 and up, up 40% from last year. This shift broadens Roblox's appeal beyond its traditional younger audience and positions the company for sustained long-term growth as a global leader in the metaverse space. Roblox has struggled to reach profitability since its 2021 initial public offering, prioritizing growth and its global expansion with heavy investments in research and development. Yet, it now appears the company is on the right track as the expanding business scale drives operating and financial efficiency. First-quarter adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $58 million reversed the $7 million loss in the prior-year quarter. Free cash flow of $427 million more than doubled from $191 million in the first quarter of 2024. For all of 2025, the company is targeting free cash flow between $885 million and $930 million, sharply higher than the $641 million result last year. As long as the Roblox ecosystem remains vibrant with gamers and creators, there's a clear path to profitability, making Roblox well-positioned to reward shareholders. Trading at 15 times sales and a price-to-free-cash-flow ratio of 61, Roblox is undeniably a pricey stock. Nevertheless, the market tends to appreciate companies generating hypergrowth, justifying their premium valuation. Roblox's self-reinforcing ecosystem, innovative monetization strategies, and new growth initiatives highlight what remains a significant long-term opportunity. I'm bullish and view Roblox as a great option for investors to gain exposure to an industry leader with a bright future in digital entertainment. Before you buy stock in Roblox, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Roblox wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $640,662!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $814,127!* Now, it's worth noting Stock Advisor's total average return is 963% — a market-crushing outperformance compared to 168% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 19, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Dan Victor has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Roblox, and Shopify. The Motley Fool has a disclosure policy. 3 Reasons to Buy Roblox Stock Like There's No Tomorrow was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
09-05-2025
- Entertainment
- Yahoo
Kanye West Explodes After Son Saint West Exposed to Kim Kardashian's Sex Tape in Roblox Horror
Kanye West, now legally known as Ye, is speaking out with fury and heartbreak after a controversial old clip from The Kardashians resurfaced online. In the scene, Ye's young son, Saint West, innocently stumbles across a reference to Kim Kardashian's infamous sex tape while playing the popular children's game Roblox. Ye did not hold back his emotions, stating:'I don't believe in my child being used to speak about porn. Porn is adult content.' His reaction has sparked renewed conversations about parenting in the digital age and the devastating ways children's innocence can be shattered without warning. The clip in question aired during Season 1 of The Kardashians in April 2022. Saint West, who was only six years old at the time, rushed to his mother excitedly while playing Roblox, pointing to a game that showed a cartoon version of Kim Kardashian along with a caption that mocked her past scandal with Ray J. Kim, horrified, immediately broke down in tears during the episode, expressing fear and rage that her son might be exposed to explicit discussions about her past. 'I almost died inside,' Kim said through tears. 'I'm just going to protect him from this as much as I can.' This moment broadcast to millions, showcased a profoundly personal and painful parenting moment that many believed should never have been made public in the first place. Roblox Corporation quickly responded by banning the user responsible and removing the inappropriate content. They insisted that only a limited number of players saw the offensive material before it was taken down. Still, the damage had been done. One of the world's most famous children, born into fame but still just a child, had encountered the darkest parts of adult life while playing what was supposed to be a safe, innocent game. Ye's anger is not just about Roblox but about a system he believes is rigged to exploit celebrities' children for entertainment and headlines. He sees this as an unacceptable invasion of childhood. Ye has made it crystal clear. He will not tolerate his children being used as pawns to reignite old scandals. 'This is not funny. This is not entertainment. This is real life,' Ye said passionately.'My son was playing a game for children, and he got dragged into adult filth. This isn't about fame. This is about protecting kids.' Ye's rage is not just directed at the media but also at the larger culture that he argues normalizes exposing children to adult themes too soon. For Ye, the boundaries between childhood innocence and adult exploitation must be fiercely guarded, with no exceptions. Ye and Kim Kardashian share four children: North, Saint, Chicago, and Psalm. Over the years, both parents have spoken about their deep desire to shield their kids from the uglier sides of fame. But incidents like this show just how difficult and sometimes impossible it is to keep children safe when your life has been turned into a media spectacle. While Kim's emotional reaction showed genuine maternal heartbreak, Ye's new comments bring an even sharper edge to the conversation. How much exposure is too much, and when does reality TV cross the line from entertainment to exploitation? This incident is a chilling reminder. No amount of fame or money can fully protect a child from the harsh realities of the adult world. What should have been a typical day of gaming for Saint West turned into a lesson in betrayal, embarrassment, and the dangers of how the internet can strip away innocence. Ye's message to the world is clear. Protect the children at all costs. And he is not asking anymore. He is demanding it. The post Kanye West Explodes After Son Saint West Exposed to Kim Kardashian's Sex Tape in Roblox Horror appeared first on Where Is The Buzz | Breaking News, Entertainment, Exclusive Interviews & More.
Yahoo
09-05-2025
- Business
- Yahoo
Roblox Corporation (RBLX): A Bull Case Theory
We came across a bullish thesis on Roblox Corporation (RBLX) on Substack by SuperJoost. In this article, we will summarize the bulls' thesis on RBLX. Roblox Corporation (RBLX)'s share was trading at $70.77 as of May 6th. A person taking lessons through Roblox Education, expanding their knowledge and skills. Roblox reported a strong first quarter for 2025, outperforming guidance across all key metrics and showcasing the strength of its platform and strategic direction. Revenue surged to $1.03 billion, reflecting 29% year-over-year growth, while bookings rose 31% to $1.21 billion. User engagement also showed impressive momentum, with daily active users reaching 97.8 million (up 26%) and total hours engaged hitting 21.7 billion (up 30%), indicating deepening platform stickiness. Although the company reported a net loss of $216.3 million, its underlying fundamentals tell a different story, as Roblox delivered record-setting cash performance, generating $443.9 million in operating cash flow (up 86%) and $426.5 million in free cash flow (up 123%). Management credits these results to a combination of strategic platform investments—particularly in monetization, the virtual economy, and search/discovery features—while successfully managing infrastructure and headcount expenses to drive margin improvements. Roblox continues to expand monetization through newer channels such as advertising, recently partnering with Google to introduce rewarded video ads, and is scaling its user-generated content (UGC) program. The platform's economy is thriving, as creator earnings reached an all-time high of $281.6 million. More than 100 developers earned over $1 million in the last year, and the top 100 averaged $6.7 million in earnings, a 35% year-over-year increase. The top 10 creators earned an average of $36 million, up 28% from the prior year. These figures highlight the growing economic opportunity within Roblox's ecosystem, reinforcing its position not just as a gaming platform but as a full-fledged digital economy. With accelerating top-line growth, record free cash flow, rising creator income, and expanding monetization levers, Roblox appears well-positioned to sustain its momentum. Roblox Corporation (RBLX) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 61 hedge fund portfolios held RBLX at the end of the fourth quarter which was 52 in the previous quarter. While we acknowledge the risk and potential of RBLX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than RBLX but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Sign in to access your portfolio
