I see Roblox as more than just a gaming company—its expanding ecosystem and monetization strategies position it for long-term success. With $1.4 billion in net cash and a growing free cash flow ...

It’s all about getting the right crops! Arguably, one of the greatest ironies in gaming is that one of the most popular genres out there isn’t action, adventure, horror, fighting games, or even racing ...

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.