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The following are the minutes of the FY25Q3 earnings call for $Roblox(RBLX.US) organized by Dolphin Research. For an interpretation of the earnings report, please refer to &#34;Roblox: Record-breaking Ecosystem Prosperity, Why is the Market Not Buying It?&#34; 1. Review of Core Financial Information a. Analysis of Ecosystem Health: a. Diversification of Content Ecosystem (&#34;Long Tail Effect&#34; is significant): The user engagement growth rate for games outside the top ten (long-tail content) accelerated from 47% in Q2 to 58% in Q3. The consumption growth rate for this segment also remained above 40%...

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Roblox (Minutes): Will prudently invest in AI and share profits with developers

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Hello everyone, I am Dolphin Research! $Roblox(RBLX.US) released its Q3 FY2025 earnings report before the U.S. market opened on October 30th. The overall performance exceeded expectations across the board, but the market might be dissatisfied with the higher-than-expected loss in Q4 and the implied growth trend (slowing down too quickly) in the guidance. Dolphin Research believes that the underlying reason is essentially a fear of heights, with high valuations exacerbating concerns about the sustainability of subsequent high growth (especially considering the weakening user stickiness of the blockbuster game Grow a Garden in Q2), leading to the choice to cash in on the good news and exit. However, in the medium to long term...

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Roblox: Record-breaking Ecosystem Prosperity, Why is the Market Unimpressed?

The following is compiled by Dolphin Research, regarding the $Roblox(RBLX.US) Q2 2025 earnings call minutes. For earnings interpretation, please refer to &#34;Roblox: Blockbuster Assist, Returning to Ecosystem Breakthrough.&#34; 1. Review of Core Financial Information: 2. Detailed Content of the Earnings Call 2.1, Executive Statements of Core Information: 1. Overview of Financial Data: (1) Key Performance: ◦ Revenue reached $1.1 billion, a year-on-year increase of 21%. ◦ Bookings reached $1.4 billion, a year-on-year increase of 51%, setting a historical record...

Roblox (Minutes): Incentive video ads have been launched, and adoption rate continues to grow

Financial Analysis

Hello everyone, I am Dolphin Research! $Roblox(RBLX.US) released its Q2 FY2025 earnings before the U.S. market opened on July 31st. Overall, the performance was robust, and despite significant upward revisions in market expectations prior to the earnings report, the core growth metrics exceeded optimistic forecasts. Roblox, already benefiting from favorable logic, soared with the help of an unexpected hit. Specifically, the core information is as follows: 1. Guidance met optimistic expectations: In the second quarter, Roblox's simulation game &#34;Grow a Garden&#34; became a sensation, once again invigorating the ecosystem...

Roblox: A Blockbuster Assist, Returning to the Ecosystem Breakthrough

Roblox 2Q25 Earnings Quick Interpretation: The second quarter performance was robust, with overall results exceeding expectations driven by blockbuster hits, confirming Roblox's high growth potential. Although buy-side expectations for some core metrics were much more optimistic than sell-side, Roblox's actual performance was still superior. The following BBG consensus expectations are relatively outdated, and the beat/miss reference is not very meaningful.1. Most Impressive: Bookings Guidance. The expected Q3 growth rate is 41-45%, and the full year is 34%-37%, showing very strong growth. This is mainly driven by two blockbuster hits in the first half, &#34;Grow a Garden&#34; and &#34;Steal a Brainbot,&#34; which not only brought an incremental revenue increase in the hundreds of millions (estimated 100-200 million) but also significantly boosted platform user activity:Consequently, it increased player engagement and willingness to pay for other games on the platform—excluding &#34;Grow a Garden,&#34; total spending by users on other games in the second quarter increased by 36% year-on-year, and 75% of &#34;GG&#34; users played at least one other game on the same day, leading to a record high repurchase rate across the platform.Although buy-side expectations were also high, with Q3 and full-year growth rates both over 35%, Roblox's guidance is evidently more aggressive.2. Platform Ecosystem Expansion: Breaking the Circle of Non-Child Users + Enhanced Stickiness. The second quarter DAU exceeded 110 million, with a net increase of 14 million players quarter-on-quarter, 75% of whom were over 13 years old. However, &#34;Grow a Garden&#34; significantly boosted user time, with average time per user increasing by 12% year-on-year. If estimated by a DAU/MAU stickiness ratio of 20%, it implies that overall traffic in the second quarter may have approached 600 million, suggesting that the management's goal of 1 billion is no longer a fantasy.3. Profit Sacrifice for Developers: Short-term Profit Sacrifice. The second quarter continued to foster a healthy economic ecosystem by providing more development tools while increasing revenue sharing for developers, especially high-quality game developers.In July, the platform launched a new creator incentive program, allocating 35% of the revenue from users purchasing Robux to developers participating in the incentive program, whereas normally it is just over 20%.However, this also slowed the pace of short-term loss reduction, with GAAP operating losses expanding to over 300 million in the second quarter, and the loss rate approaching 30%. Nonetheless, the current strategy of sacrificing profits to developers to improve a healthy ecosystem is very correct, as it is conducive to driving longer-term endogenous growth, and thus the market's tolerance for short-term losses is relatively high. $Roblox(RBLX.US)

Today’s Key News Recap

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0717 ｜Dolphin Research Key Focus: 🐬 Stocks 1. $Taiwan Semiconductor(TSM.US) The world's largest chip foundry, TSMC, reported record high revenue and net profit for the second quarter, with revenue reaching $30 billion. Dolphin Research's afternoon earnings quick interpretation has summarized the core information: The company's growth this quarter was still mainly driven by high-performance computing, which increased its share to 60%, maintaining the full capacity utilization of the company's advanced processes below 7nm. With the increase in mass production of the GB series, the release of Apple's new devices, and the subsequent launch of 2nm...

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Tesla Model Y L Debuts in Autumn; TSMC's Q2 Performance Strong｜Today's Important News Recap

Hello everyone, I'm Dolphin Research! $Roblox(RBLX.US) released its Q1 2025 earnings before the U.S. market opened on May 1st EST. Overall, the performance was good, with our key tracked growth metrics and profitability indicators exceeding expectations, reflecting the company's healthy trend of stable internal operational efficiency improvement while maintaining ecosystem activity. Here are the key details: 1. User activity recovered as expected: Last quarter's slowdown in DAU growth raised market concerns and was the main reason for the post-earnings plunge...

Roblox: Can it turn the tables in the metaverse and become a safe haven?

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Roblox Quick Interpretation: Q1 performance was good, with both key growth metrics and profitability indicators exceeding expectations, reflecting the company's healthy trend of stable improvement in internal operational efficiency while maintaining ecosystem activity.1. DAU growth has resumed accelerated expansion. The slowdown in user growth in Q4 last year raised market concerns and was the main reason for the post-earnings plunge. During the earnings call, the company explained—the high base effect from the PlayStation version launch the previous year and temporary bans on Roblox in regions like Turkey were contributing factors. Additionally, the introduction of enhanced parental controls also impacted the activity of users under 13.The company hinted at improved data in January, and third-party data platforms have shown accelerated user penetration since March. Coupled with the catalyst of the Google ad partnership, the adjusted stock price has quickly recovered. Q1 results indeed stood out, with the most significant growth seen among users aged 13+ and in regions like Asia-Pacific.2. Revenue growth rebounded to 30%. Currently, average spending per user remains stable, so revenue changes primarily follow DAU trends.3. Gross margin improved by 1 pct sequentially. Roblox's main costs are channel fees, such as Apple and Google's app store taxes. Since last quarter, the company has actively guided users to top up directly on its official website (with extra Robux incentives), and positive effects are already visible within just one quarter.4. Developer payout ratio increased by 3 pct. Roblox's standard 20% revenue share isn't competitive in the gaming industry, passively filtering out many high-quality developers. Although management has long discussed raising payouts, this quarter finally showed tangible changes. Developer fees now account for 23% of revenue. While this may slow short-term loss reduction, it’s a critical step for long-term ecosystem health.5. Q2 guidance slightly exceeded expectations, and full-year guidance was raised following Q1's outperformance, aligning with management's long-term target of maintaining over 20% revenue growth.$Roblox(RBLX.US)

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0402 | Dolphin Research focuses on: 🐬 Macro/Industry 1. March new energy vehicle sales were announced, with BYD leading with a sales volume of 370,000, and BYD's total sales in the first quarter exceeded one million; Leapmotor topped the delivery list of new car-making forces for the first time, with a delivery volume of 37,095 vehicles in March, a year-on-year increase of 154.65%; Li Auto and XPeng both exceeded 30,000 in deliveries, while Nio gradually fell behind. Leapmotor rose nearly 13% today. The highly popular Xiaomi Automobile had a delivery volume of over 29,000 in March, just one step away from crossing the &#34;30,000 monthly delivery threshold&#34;...

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Closely focus the implementation of tariffs tonight; Leapmotor strongly "leads" | Today's important news review

The following is the transcript of the Q4 2024 earnings call for $Roblox(RBLX.US). For an interpretation of the earnings report, please refer to &#34;Sliding Knees: Is the Ultimate Flagbearer of the Metaverse Falling?&#34; 1. Overview of Key Financial Indicators 1. Decline in revenue and user metrics: primarily due to the loss of console users and the impact of the ban in Turkey. The PlayStation version was launched in the same period last year, and significant updates were made to the Xbox version. In November, there was a large-scale purchase of prepaid cards, which inflated the base. In Q4...

Roblox (Minutes): Give benefits to developers and expand the ecosystem

Kaspersky Discovers New Cryptocurrency Attack Malware Stealka

Swiss bank gives Roblox neutral rating

Roblox CEO David Baszucki Sells Company's Common Stock

Roblox and Universal Music Group Reach Strategic Agreement

ROBLOX experiencing faults

Roblox Plans to Modify Platform Functions to Lift Russian Ban

Roblox reaches agreement with Russian regulators to adjust features

Caxton Associates LLP Increased Holdings of Roblox Stock in Q2

Public Protests Erupt Over Russia's Ban on Roblox

JPMorgan Downgrades Roblox's Stock Rating to Neutral

Roblox Faces Lawsuit Over Child Safety Measures Mishap

Jasper Ridge Partners L.P. Increases Stake in Roblox Corporation

B. Riley Securities Gives Roblox a 'Buy' Rating with a $125.00 Price Target

Russia Blocks Roblox Platform

UBS announces Roblox target price

Swiss Bank Analyst Initiates Roblox Hold Rating

Okabena Investment Services Inc. Reduced Holdings in Roblox Corporation

Skandinaviska Enskilda Banken Increases Holdings in Roblox

Evolutionary Tree Capital Management LLC Reduces Holdings in Roblox

Inceptionr LLC Acquires Roblox Corporation Shares

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