RBLX has an attractive fly-wheel business model. Its ability to "age-up" its user base and draw in international users is a good sign. However, the stock's valuation is way ahead of itself. RBLX ...

How Roblox chased down and fixed the flaws in its HashiCorp-powered distributed infrastructure that caused a three-day worldwide outage. In late October Roblox’s global online game network went down, ...

We think Roblox is making good progress on profitability after a period of heavy investment and likely bloated spending resulting from the surge in demand during the COVID-19 pandemic. Infrastructure, ...

Roblox's stock has risen significantly in 2022, with the company returning to growth and DAUs remaining strong. The current business model is limiting the company's growth and profitability potential, ...

Roblox again reported mixed results. The second quarter (like the first) saw strong revenue growth but also expanding operating losses due to elevated spending. Despite strong underlying metrics, the ...