Roblox（RBLX.US）美东时间2月5日美股盘前发布了2025财年第四季度业绩。整体业绩Q4业绩整体看偏积极，虽然称不上炸裂，但主要使得压抑了许久的市场情绪，借机得到了一些释放。 1.最大亮点——Bookings超预期：Q4流水增幅63%，虽相比巅峰的Q3有放缓，但超出市场预期。与此同时，公司对Q1（+50%～54%）以及2026全年的指引（+22%～26%）也都超了一致预期。 对Roblo ...

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Roblox has become one of the most popular online gaming platforms for kids, but in recent months, parents and safety ...

A humorous and relatable skit featuring a comical scenario of 100 guys facing off against one gorilla.

Roblox recently came under fire after it announced a major change to its avatar faces. Now, there’s a fear that the same will happen to their clothing.

Penelope Sokolowski was just 16 years old when she took her own life last February. Her father, Jason, believes her suicide ...

Roblox, a popular online gaming website where users can create their own games, has brought up concerns of internet safety and child exploitation.

Roblox, a popular online platform for millions of kids, allows users to play and create games, but its social features raise safety concerns. Parents worry about interactions with strangers and ...

Looking ahead, Roblox has forecast full year revenue growth of between $6 billion to $6.2 billion, with bookings between $8.2 billion to $8.5 billion. "Roblox's success is rooted in the boundless ...

In Knockout! on Roblox, the aim is to be the last penguin standing. Each round, you'll play as a little penguin, attempting ...

2. 担忧缓解——用户生态健康： 引发 Roblox 从 11 月至 Genie 影响之前跌跌不休的主要原因，就是 Q2-Q3 的几个爆款，随着开学季学生回校，热度快速下滑。第三方监测平台显示 Q4 用户参与度（同时在线人数）环比下滑了近 ...

这恰如我们此前所说，对Roblox的闭环生态长期看好，但短期仍存在好公司与好估值矛盾的问题。而当Genie造成的游戏股乱杀之后（至于Genie影响，可回顾海豚君的点评《血洗游戏股，谷歌打出“灭霸响指”》），从中期视角看，海豚君认为此时的估值（昨日收盘425亿市值对应26年业绩18x EV/Convenant ...