Roblox is benefitting from unit economies, with bookings growth outpacing the growth in fixed growth. I expect Roblox to exceed management’s full-year guidance for bookings and free cash flow.
Roblox has seen accelerating growth in both revenue and users recently. The gaming platform specialist generated about $443 million in free cash flow in Q3 alone. The company continues to generate ...
Roblox exhibits ultra-high-quality business traits: rapid growth, strong brand equity, minimal marketing needs, low CAPEX, and potential for attractive future capital distributions. The company’s ...