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2022-02-07
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Roblox Stock: Don't Miss The Chance To Buy, With 1 Caveat<blockquote>Roblox股票：不要错过购买机会，但有1个警告</blockquote>
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Roblox also suffered from revelations of child pornography and sexual grooming.</li><li>We discuss why we think Roblox stock is still a buy, but with a caveat.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/206190681150a5af30b3c692daeff67d\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"/><span>tolgart/E+ via Getty Images</span></p><p><blockquote><ul><li>Roblox是领先的用户生成游戏元宇宙平台，每月活跃用户超过2.2亿。</li><li>Roblox仍在大力投资以进一步实现其元宇宙雄心。</li><li>然而，RBLX股票遭受了技术调整。Roblox还遭受了儿童色情和性修饰的曝光。</li><li>我们讨论了为什么我们认为Roblox股票仍然值得买入，但有一个警告。</li></ul><p class=\"t-img-caption\"><span>托尔加特/E+来自盖蒂图片社</span></p></blockquote></p><p><b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p>The gaming metaverse for younger gamers, Roblox Corporation (RBLX), recently saw its stock hit its all-time lows. It came after the stock staged a sharp momentum spike on its way to its all-time highs in November. But, we knew that the spike was not sustainable and needed to be digested eventually. The recent growth stocks correction was the perfect opportunity for sellers to burst its bubble and sent RBLX stock tumbling to its lowest levels since its listing in Mar'21.</p><p><blockquote>面向年轻游戏玩家的游戏元宇宙Roblox Corporation(RBLX)的股价最近触及历史低点。此前，该股在11月份创下历史新高的过程中大幅上涨。但是，我们知道这种激增是不可持续的，最终需要被消化。最近的成长型股票调整是卖家打破泡沫的绝佳机会，并导致RBLX股票跌至21年3月上市以来的最低水平。</blockquote></p><p>The consensus price targets have also been revised downwards, reflecting the multiples compressions across growth stocks. Moreover, its China metaverse initiative has also hit a snag in January, as its partnership with Tencent (OTCPK:TCEHY) looks to have been paused.</p><p><blockquote>共识价格目标也被下调，反映出成长型股票的倍数压缩。此外，其China metaverse计划在1月份也遇到了障碍，因为其与腾讯控股（OTCPK：TCEHY）的合作似乎已暂停。</blockquote></p><p>Moreover, it was also hit by a recent report from The Bear Cave, discussing issues relating to child pornography and sexual grooming in the platform. Even though Roblox attempted to address the matter speedily, the damage has been done.</p><p><blockquote>此外，它还受到了熊洞最近一份报告的打击，该报告讨论了平台中与儿童色情和性修饰有关的问题。尽管Roblox试图迅速解决此事，但损害已经造成。</blockquote></p><p>Nonetheless, we believe that the Roblox platform remains a critical entry point to the multi-trillion dollar metaverse opportunity. We have also covered its underlying thesis and key financial metrics in a previous article.</p><p><blockquote>尽管如此，我们认为Roblox平台仍然是数万亿美元元宇宙机会的关键切入点。我们还在之前的文章中介绍了其基本论点和关键财务指标。</blockquote></p><p>We discuss why investors can now seize the opportunity from the recent pessimism and add RBLX stock.</p><p><blockquote>我们讨论为什么投资者现在可以从最近的悲观情绪中抓住机会并添加RBLX股票。</blockquote></p><p><b>Gaming Leadership and User-Generated Content is Roblox's Key Competitive Advantage</b></p><p><blockquote><b>游戏领先地位和用户生成内容是Roblox的关键竞争优势</b></blockquote></p><p>VP of Metaverse Content at Meta Platforms (FB) Jason Rubin emphasized at a recent conference (edited):</p><p><blockquote>Meta Platforms(FB)元宇宙内容副总裁Jason Rubin在最近的一次会议上强调（编辑）：</blockquote></p><p>Gaming is definitely a core part of the metaverse. Gaming created the game engine, right? For a long time, the game engine was the only major tool for real-time 3D graphics. Obviously, there was simulation and other things universities were doing, but for consumers, for the most part, it was gaming.<i>People like to play. We were born as children and we love to play. We never give it up</i>.<i>So, gaming becomes a great way to get people to spend a significant amount of time together</i>. And it gives people a way to build an identity system and do other things and invest in things together. And then I think adjacencies start forming because the people are there, and the possibilities are there. (VentureBeat)Roblox is arguably the largest user-generated gaming platform with over 220M monthly active users (MAU) (as of October 2021 according to R-Track) and almost 50M daily active users (DAU). While Epic Games has 194M users on PC, its December MAU peaked at 62M, way below Roblox's numbers. Therefore, Roblox is undoubtedly closer than Epic, its metaverse gaming arch-rival in reaching its proverbial target of 1B users.</p><p><blockquote>游戏绝对是元宇宙的核心部分。游戏创造了游戏引擎，对吗？在很长一段时间里，游戏引擎是实时3D图形的唯一主要工具。显然，大学在做模拟和其他事情，但对消费者来说，在很大程度上，这是游戏。<i>人们喜欢玩。我们生来就是孩子，我们喜欢玩耍。我们从不放弃</i>.<i>因此，游戏成为让人们花大量时间在一起的好方法</i>.它给了人们一种建立身份系统的方法，可以一起做其他事情，一起投资。然后我认为邻接开始形成，因为人在那里，可能性也在那里。(VentureBeat)Roblox可以说是最大的用户生成游戏平台，每月活跃用户(MAU)超过2.2亿（根据R-Track的数据截至2021年10月）和近5000万日活跃用户(DAU)。虽然Epic Games在PC上拥有1.94亿用户，但其12月份的MAU峰值为6200万，远低于Roblox的数字。因此，Roblox无疑比其元宇宙游戏主要竞争对手Epic更接近实现其众所周知的1B用户目标。</blockquote></p><p>Moreover, Roblox continues to be at the top of the global mobile gaming charts by MAU, downloads, and revenue. App Annie data confirmed Roblox as the #3 gaming platform by MAU in the AMER region in 2021.Sensor Tower rated Roblox as #5 in overall downloads and #3 by App Store downloads in December 2021. Furthermore, it rated Roblox as #3 in overall revenue in the same month. Therefore, we wish to impress upon our readers that Roblox is a massive global platform that's far from falling over the cliff. It may have been listed for less than a year, but it has been building its gaming metaverse experiences over the last seventeen years. Roblox CEO David Baszucki, a.k.a. Builderman, emphasized:</p><p><blockquote>此外，Roblox在MAU、下载量和收入方面继续位居全球移动游戏排行榜榜首。App Annie数据证实Roblox是2021年美国MAU排名第三的游戏平台。2021年12月，Sensor Tower将Roblox评为整体下载量第五名，App Store下载量第三名。此外，它将Roblox评为同月总收入第三名。因此，我们希望给读者留下这样的印象：Roblox是一个巨大的全球平台，还远未跌落悬崖。它可能上市还不到一年，但在过去的十七年里，它一直在构建其游戏元宇宙体验。Roblox首席执行官David Baszucki（又名Builderman）强调：</blockquote></p><p>When Erik Cassel and I started Roblox, we envisioned a new category of human co-experience where people could play, learn, and work together in digital worlds.<i>Seventeen years later, Roblox is increasingly an essential part of people's lives.</i>With tens of millions of daily active users and billions of monthly engagement hours,<i>we are moving closer toward our mission of connecting a billion people on our platform</i>. (Roblox)Moreover, in January, Roblox shared a gamut of meaningful data points that showed that the company has been making tremendous progress in building its creator ecosystem. Readers should note that the crux of Roblox's incredible leadership is the strength of its UGC platform. We believe that UGC is foundational to experiences in the virtual worlds we would experience in the metaverse. Consequently, Roblox remains well ahead in this aspect, given its UGC leadership.</p><p><blockquote>当埃里克·卡塞尔和我创办Roblox时，我们设想了一种新的人类共同体验，人们可以在数字世界中一起玩耍、学习和工作。<i>十七年后，Roblox越来越成为人们生活中必不可少的一部分。</i>凭借数千万日活跃用户和数十亿月参与小时数，<i>我们正在朝着在我们的平台上连接10亿人的使命迈进</i>.(Roblox)此外，一月份，Roblox分享了一系列有意义的数据点，表明该公司在构建创作者生态系统方面取得了巨大进展。读者应该注意到，Roblox令人难以置信的领导力的关键在于其UGC平台的实力。我们相信UGC是我们在元宇宙体验虚拟世界的基础。因此，鉴于其UGC的领导地位，Roblox在这方面仍然遥遥领先。</blockquote></p><p></p><p>Not only is its developer ecosystem highly robust, but it's also geographically diversified, across 170 countries.The largest number of developers come from the US, Brazil, Russia, the Philippines, and the UK. Therefore, Roblox has a global creator ecosystem serving experiences (as Roblox calls it) to a global community.</p><p><blockquote>它的开发者生态系统不仅非常强大，而且在地理上也很多样化，横跨170个国家。最多的开发者来自美国、巴西、俄罗斯、菲律宾和英国。因此，Roblox拥有一个全球创作者生态系统，为全球社区提供体验（作为Roblox评级it）。</blockquote></p><p>Notably, the company emphasized that its creator ecosystem has continued to grow rapidly over the past year. Roblox highlighted (edited):</p><p><blockquote>值得注意的是，该公司强调，其创作者生态系统在过去一年中继续快速增长。Roblox突出显示（已编辑）：</blockquote></p><p>This community has already become a driving force in pioneering a more inclusive metaverse, and<i>it's incredible to see a triple-digit percentage surge year over year</i>in the number of new creators that have used our free immersive creation engine Roblox Studio for the first time. The number of female creators using Roblox Studio for the first time grew 353% YoY, compared to 323% growth for new male creators. (Roblox)<b>Roblox is Investing Aggressively in the Metaverse</b></p><p><blockquote>这个社区已经成为开创更具包容性的元宇宙的驱动力，并且<i>令人难以置信的是，百分比同比增长三位数</i>首次使用我们的免费沉浸式创作引擎Roblox Studio的新创作者数量。首次使用Roblox Studio的女性创作者数量同比增长353%，而新男性创作者增长323%。（机器人）<b>Roblox正在积极投资元宇宙</b></blockquote></p><p>Even though Roblox has been building its metaversal experiences over the last seventeen years, it's not resting on its laurels. The company has continued to enhance its infrastructure and technology while attracting the most recognizable fashion, sports brands, and musicians to its platform. It included "Gucci (OTCPK:PPRUF), Nike (NKE), and Vans, who took their first steps into digital experiences with Roblox. Similarly, artists such as KSI, Tai Verdes, Twenty One Pilots, and Zara Larsson brought their performances and music directly to fans in immersive, interactive experiences." Therefore, these forays would allow Roblox tremendous opportunities to monetize beyond its customary gaming experiences.</p><p><blockquote>尽管Roblox在过去十七年里一直在构建其元宇宙体验，但它并没有固步自封。该公司不断增强其基础设施和技术，同时吸引最知名的时尚、运动品牌和音乐家加入其平台。其中包括“Gucci(OTCPK：PPRUF)、Nike(NKE)和Vans，他们通过Roblox迈出了数字体验的第一步。同样，KSI、Tai Verdes、Twenty One Pilots和Zara Larsson等艺术家将他们的表演和音乐直接带给粉丝。”因此，这些尝试将为Roblox带来超越其传统游戏体验的巨大货币化机会。</blockquote></p><p>Moreover, the company has also been actively recruiting the best talents to bring on board. As a result, it will also be paying top-dollar. For example, Insider reported that Roblox added the "metaverse" term to all its open roles for hire. The top-tier employees can also command above $400K in base salary. Notably, these are all positions to help drive the company forward in its metaverse strategy; as CTO Daniel Sturman emphasized, "all roles are geared towards enabling the metaverse experiences."</p><p><blockquote>此外，该公司还一直在积极招聘最优秀的人才。因此，它也将支付高价。例如，Insider报道称，Roblox在其所有公开招聘的职位中添加了“元宇宙”一词。顶级员工的基本工资也可以超过40万美元。值得注意的是，这些职位都有助于推动公司推进元宇宙战略；正如首席技术官Daniel Sturman强调的那样，“所有角色都旨在实现元宇宙体验。”</blockquote></p><p>Therefore, we believe that Roblox remains solidly positioned to leverage its gaming metaverse leadership to invest further to cement its lead against its arch-rivals.</p><p><blockquote>因此，我们认为Roblox仍然处于有利地位，可以利用其游戏元宇宙的领导地位进一步投资，以巩固其对主要竞争对手的领先地位。</blockquote></p><p><b>RBLX Stock is a Buy Now with a Caveat</b></p><p><blockquote><b>RBLX股票值得立即买入，但有一个警告</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7022cfda4bb9128bb4c44fa69c517e9\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"/><span>RBLX stock price action (TradingView)</span></p><p><blockquote><p class=\"t-img-caption\"><span>RBLX股价走势(TradingView)</span></p></blockquote></p><p>Readers can refer to the chart above that November's bull trap has been digested from the steep correction that brought it from its all-time highs to its all-time lows. But, we must highlight that the market must dissipate the momentum spike for RBLX stock to recover. Such spikes are never healthy for any stock, and we have been plenty of spikes from many growth stocks in November/December that has also been digested. As the market makers collapsed RBLX stock to its all-time lows, but it has also given the stock a chance to stage its next rally.</p><p><blockquote>读者可以参考上图，11月份的牛市陷阱已经从从历史高点到历史低点的急剧调整中被消化。但是，我们必须强调，市场必须消除RBLX股票复苏的势头。这种飙升对任何股票来说都不是健康的，我们在11月/12月经历了许多成长型股票的大量飙升，这些飙升也已被消化。随着做市商将RBLX股票跌至历史低点，但这也给了该股上演下一次反弹的机会。</blockquote></p><p>But, our caveat concerns the recent report by The Bear Cave. The details have been quite disturbing, even though it's not the first time such concerns have surfaced. We believe that management will do its best to eradicate such harmful content and creators over time. However, it's still important for investors to monitor these developments closely.</p><p><blockquote>但是，我们的警告是关于熊洞最近的报告。这些细节相当令人不安，尽管这不是这种担忧第一次浮出水面。我们相信，随着时间的推移，管理层将尽最大努力根除此类有害内容和创作者。然而，投资者密切关注这些事态发展仍然很重要。</blockquote></p><p>Consequently,<i>we reiterate our Buy rating on RBLX stock</i>.</p><p><blockquote>因此，<i>我们重申对RBLX股票的买入评级</i>.</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Roblox Stock: Don't Miss The Chance To Buy, With 1 Caveat<blockquote>Roblox股票：不要错过购买机会，但有1个警告</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRoblox Stock: Don't Miss The Chance To Buy, With 1 Caveat<blockquote>Roblox股票：不要错过购买机会，但有1个警告</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-02-07 13:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary</b></p><p><blockquote><html><head></head><body><b>总结</b></body></html></blockquote></p><p><ul><li>Roblox is the leading user-generated gaming metaverse platform with over 220M monthly active users.</li><li>Roblox is still investing heavily to further its metaverse ambitions.</li><li>However, RBLX stock suffered from the tech correction. Roblox also suffered from revelations of child pornography and sexual grooming.</li><li>We discuss why we think Roblox stock is still a buy, but with a caveat.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/206190681150a5af30b3c692daeff67d\" tg-width=\"1536\" tg-height=\"1025\" width=\"100%\" height=\"auto\"/><span>tolgart/E+ via Getty Images</span></p><p><blockquote><ul><li>Roblox是领先的用户生成游戏元宇宙平台，每月活跃用户超过2.2亿。</li><li>Roblox仍在大力投资以进一步实现其元宇宙雄心。</li><li>然而，RBLX股票遭受了技术调整。Roblox还遭受了儿童色情和性修饰的曝光。</li><li>我们讨论了为什么我们认为Roblox股票仍然值得买入，但有一个警告。</li></ul><p class=\"t-img-caption\"><span>托尔加特/E+来自盖蒂图片社</span></p></blockquote></p><p><b>Investment Thesis</b></p><p><blockquote><b>投资论文</b></blockquote></p><p>The gaming metaverse for younger gamers, Roblox Corporation (RBLX), recently saw its stock hit its all-time lows. It came after the stock staged a sharp momentum spike on its way to its all-time highs in November. But, we knew that the spike was not sustainable and needed to be digested eventually. The recent growth stocks correction was the perfect opportunity for sellers to burst its bubble and sent RBLX stock tumbling to its lowest levels since its listing in Mar'21.</p><p><blockquote>面向年轻游戏玩家的游戏元宇宙Roblox Corporation(RBLX)的股价最近触及历史低点。此前，该股在11月份创下历史新高的过程中大幅上涨。但是，我们知道这种激增是不可持续的，最终需要被消化。最近的成长型股票调整是卖家打破泡沫的绝佳机会，并导致RBLX股票跌至21年3月上市以来的最低水平。</blockquote></p><p>The consensus price targets have also been revised downwards, reflecting the multiples compressions across growth stocks. Moreover, its China metaverse initiative has also hit a snag in January, as its partnership with Tencent (OTCPK:TCEHY) looks to have been paused.</p><p><blockquote>共识价格目标也被下调，反映出成长型股票的倍数压缩。此外，其China metaverse计划在1月份也遇到了障碍，因为其与腾讯控股（OTCPK：TCEHY）的合作似乎已暂停。</blockquote></p><p>Moreover, it was also hit by a recent report from The Bear Cave, discussing issues relating to child pornography and sexual grooming in the platform. Even though Roblox attempted to address the matter speedily, the damage has been done.</p><p><blockquote>此外，它还受到了熊洞最近一份报告的打击，该报告讨论了平台中与儿童色情和性修饰有关的问题。尽管Roblox试图迅速解决此事，但损害已经造成。</blockquote></p><p>Nonetheless, we believe that the Roblox platform remains a critical entry point to the multi-trillion dollar metaverse opportunity. We have also covered its underlying thesis and key financial metrics in a previous article.</p><p><blockquote>尽管如此，我们认为Roblox平台仍然是数万亿美元元宇宙机会的关键切入点。我们还在之前的文章中介绍了其基本论点和关键财务指标。</blockquote></p><p>We discuss why investors can now seize the opportunity from the recent pessimism and add RBLX stock.</p><p><blockquote>我们讨论为什么投资者现在可以从最近的悲观情绪中抓住机会并添加RBLX股票。</blockquote></p><p><b>Gaming Leadership and User-Generated Content is Roblox's Key Competitive Advantage</b></p><p><blockquote><b>游戏领先地位和用户生成内容是Roblox的关键竞争优势</b></blockquote></p><p>VP of Metaverse Content at Meta Platforms (FB) Jason Rubin emphasized at a recent conference (edited):</p><p><blockquote>Meta Platforms(FB)元宇宙内容副总裁Jason Rubin在最近的一次会议上强调（编辑）：</blockquote></p><p>Gaming is definitely a core part of the metaverse. Gaming created the game engine, right? For a long time, the game engine was the only major tool for real-time 3D graphics. Obviously, there was simulation and other things universities were doing, but for consumers, for the most part, it was gaming.<i>People like to play. We were born as children and we love to play. We never give it up</i>.<i>So, gaming becomes a great way to get people to spend a significant amount of time together</i>. And it gives people a way to build an identity system and do other things and invest in things together. And then I think adjacencies start forming because the people are there, and the possibilities are there. (VentureBeat)Roblox is arguably the largest user-generated gaming platform with over 220M monthly active users (MAU) (as of October 2021 according to R-Track) and almost 50M daily active users (DAU). While Epic Games has 194M users on PC, its December MAU peaked at 62M, way below Roblox's numbers. Therefore, Roblox is undoubtedly closer than Epic, its metaverse gaming arch-rival in reaching its proverbial target of 1B users.</p><p><blockquote>游戏绝对是元宇宙的核心部分。游戏创造了游戏引擎，对吗？在很长一段时间里，游戏引擎是实时3D图形的唯一主要工具。显然，大学在做模拟和其他事情，但对消费者来说，在很大程度上，这是游戏。<i>人们喜欢玩。我们生来就是孩子，我们喜欢玩耍。我们从不放弃</i>.<i>因此，游戏成为让人们花大量时间在一起的好方法</i>.它给了人们一种建立身份系统的方法，可以一起做其他事情，一起投资。然后我认为邻接开始形成，因为人在那里，可能性也在那里。(VentureBeat)Roblox可以说是最大的用户生成游戏平台，每月活跃用户(MAU)超过2.2亿（根据R-Track的数据截至2021年10月）和近5000万日活跃用户(DAU)。虽然Epic Games在PC上拥有1.94亿用户，但其12月份的MAU峰值为6200万，远低于Roblox的数字。因此，Roblox无疑比其元宇宙游戏主要竞争对手Epic更接近实现其众所周知的1B用户目标。</blockquote></p><p>Moreover, Roblox continues to be at the top of the global mobile gaming charts by MAU, downloads, and revenue. App Annie data confirmed Roblox as the #3 gaming platform by MAU in the AMER region in 2021.Sensor Tower rated Roblox as #5 in overall downloads and #3 by App Store downloads in December 2021. Furthermore, it rated Roblox as #3 in overall revenue in the same month. Therefore, we wish to impress upon our readers that Roblox is a massive global platform that's far from falling over the cliff. It may have been listed for less than a year, but it has been building its gaming metaverse experiences over the last seventeen years. Roblox CEO David Baszucki, a.k.a. Builderman, emphasized:</p><p><blockquote>此外，Roblox在MAU、下载量和收入方面继续位居全球移动游戏排行榜榜首。App Annie数据证实Roblox是2021年美国MAU排名第三的游戏平台。2021年12月，Sensor Tower将Roblox评为整体下载量第五名，App Store下载量第三名。此外，它将Roblox评为同月总收入第三名。因此，我们希望给读者留下这样的印象：Roblox是一个巨大的全球平台，还远未跌落悬崖。它可能上市还不到一年，但在过去的十七年里，它一直在构建其游戏元宇宙体验。Roblox首席执行官David Baszucki（又名Builderman）强调：</blockquote></p><p>When Erik Cassel and I started Roblox, we envisioned a new category of human co-experience where people could play, learn, and work together in digital worlds.<i>Seventeen years later, Roblox is increasingly an essential part of people's lives.</i>With tens of millions of daily active users and billions of monthly engagement hours,<i>we are moving closer toward our mission of connecting a billion people on our platform</i>. (Roblox)Moreover, in January, Roblox shared a gamut of meaningful data points that showed that the company has been making tremendous progress in building its creator ecosystem. Readers should note that the crux of Roblox's incredible leadership is the strength of its UGC platform. We believe that UGC is foundational to experiences in the virtual worlds we would experience in the metaverse. Consequently, Roblox remains well ahead in this aspect, given its UGC leadership.</p><p><blockquote>当埃里克·卡塞尔和我创办Roblox时，我们设想了一种新的人类共同体验，人们可以在数字世界中一起玩耍、学习和工作。<i>十七年后，Roblox越来越成为人们生活中必不可少的一部分。</i>凭借数千万日活跃用户和数十亿月参与小时数，<i>我们正在朝着在我们的平台上连接10亿人的使命迈进</i>.(Roblox)此外，一月份，Roblox分享了一系列有意义的数据点，表明该公司在构建创作者生态系统方面取得了巨大进展。读者应该注意到，Roblox令人难以置信的领导力的关键在于其UGC平台的实力。我们相信UGC是我们在元宇宙体验虚拟世界的基础。因此，鉴于其UGC的领导地位，Roblox在这方面仍然遥遥领先。</blockquote></p><p></p><p>Not only is its developer ecosystem highly robust, but it's also geographically diversified, across 170 countries.The largest number of developers come from the US, Brazil, Russia, the Philippines, and the UK. Therefore, Roblox has a global creator ecosystem serving experiences (as Roblox calls it) to a global community.</p><p><blockquote>它的开发者生态系统不仅非常强大，而且在地理上也很多样化，横跨170个国家。最多的开发者来自美国、巴西、俄罗斯、菲律宾和英国。因此，Roblox拥有一个全球创作者生态系统，为全球社区提供体验（作为Roblox评级it）。</blockquote></p><p>Notably, the company emphasized that its creator ecosystem has continued to grow rapidly over the past year. Roblox highlighted (edited):</p><p><blockquote>值得注意的是，该公司强调，其创作者生态系统在过去一年中继续快速增长。Roblox突出显示（已编辑）：</blockquote></p><p>This community has already become a driving force in pioneering a more inclusive metaverse, and<i>it's incredible to see a triple-digit percentage surge year over year</i>in the number of new creators that have used our free immersive creation engine Roblox Studio for the first time. The number of female creators using Roblox Studio for the first time grew 353% YoY, compared to 323% growth for new male creators. (Roblox)<b>Roblox is Investing Aggressively in the Metaverse</b></p><p><blockquote>这个社区已经成为开创更具包容性的元宇宙的驱动力，并且<i>令人难以置信的是，百分比同比增长三位数</i>首次使用我们的免费沉浸式创作引擎Roblox Studio的新创作者数量。首次使用Roblox Studio的女性创作者数量同比增长353%，而新男性创作者增长323%。（机器人）<b>Roblox正在积极投资元宇宙</b></blockquote></p><p>Even though Roblox has been building its metaversal experiences over the last seventeen years, it's not resting on its laurels. The company has continued to enhance its infrastructure and technology while attracting the most recognizable fashion, sports brands, and musicians to its platform. It included "Gucci (OTCPK:PPRUF), Nike (NKE), and Vans, who took their first steps into digital experiences with Roblox. Similarly, artists such as KSI, Tai Verdes, Twenty One Pilots, and Zara Larsson brought their performances and music directly to fans in immersive, interactive experiences." Therefore, these forays would allow Roblox tremendous opportunities to monetize beyond its customary gaming experiences.</p><p><blockquote>尽管Roblox在过去十七年里一直在构建其元宇宙体验，但它并没有固步自封。该公司不断增强其基础设施和技术，同时吸引最知名的时尚、运动品牌和音乐家加入其平台。其中包括“Gucci(OTCPK：PPRUF)、Nike(NKE)和Vans，他们通过Roblox迈出了数字体验的第一步。同样，KSI、Tai Verdes、Twenty One Pilots和Zara Larsson等艺术家将他们的表演和音乐直接带给粉丝。”因此，这些尝试将为Roblox带来超越其传统游戏体验的巨大货币化机会。</blockquote></p><p>Moreover, the company has also been actively recruiting the best talents to bring on board. As a result, it will also be paying top-dollar. For example, Insider reported that Roblox added the "metaverse" term to all its open roles for hire. The top-tier employees can also command above $400K in base salary. Notably, these are all positions to help drive the company forward in its metaverse strategy; as CTO Daniel Sturman emphasized, "all roles are geared towards enabling the metaverse experiences."</p><p><blockquote>此外，该公司还一直在积极招聘最优秀的人才。因此，它也将支付高价。例如，Insider报道称，Roblox在其所有公开招聘的职位中添加了“元宇宙”一词。顶级员工的基本工资也可以超过40万美元。值得注意的是，这些职位都有助于推动公司推进元宇宙战略；正如首席技术官Daniel Sturman强调的那样，“所有角色都旨在实现元宇宙体验。”</blockquote></p><p>Therefore, we believe that Roblox remains solidly positioned to leverage its gaming metaverse leadership to invest further to cement its lead against its arch-rivals.</p><p><blockquote>因此，我们认为Roblox仍然处于有利地位，可以利用其游戏元宇宙的领导地位进一步投资，以巩固其对主要竞争对手的领先地位。</blockquote></p><p><b>RBLX Stock is a Buy Now with a Caveat</b></p><p><blockquote><b>RBLX股票值得立即买入，但有一个警告</b></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7022cfda4bb9128bb4c44fa69c517e9\" tg-width=\"640\" tg-height=\"350\" width=\"100%\" height=\"auto\"/><span>RBLX stock price action (TradingView)</span></p><p><blockquote><p class=\"t-img-caption\"><span>RBLX股价走势(TradingView)</span></p></blockquote></p><p>Readers can refer to the chart above that November's bull trap has been digested from the steep correction that brought it from its all-time highs to its all-time lows. But, we must highlight that the market must dissipate the momentum spike for RBLX stock to recover. Such spikes are never healthy for any stock, and we have been plenty of spikes from many growth stocks in November/December that has also been digested. As the market makers collapsed RBLX stock to its all-time lows, but it has also given the stock a chance to stage its next rally.</p><p><blockquote>读者可以参考上图，11月份的牛市陷阱已经从从历史高点到历史低点的急剧调整中被消化。但是，我们必须强调，市场必须消除RBLX股票复苏的势头。这种飙升对任何股票来说都不是健康的，我们在11月/12月经历了许多成长型股票的大量飙升，这些飙升也已被消化。随着做市商将RBLX股票跌至历史低点，但这也给了该股上演下一次反弹的机会。</blockquote></p><p>But, our caveat concerns the recent report by The Bear Cave. The details have been quite disturbing, even though it's not the first time such concerns have surfaced. We believe that management will do its best to eradicate such harmful content and creators over time. However, it's still important for investors to monitor these developments closely.</p><p><blockquote>但是，我们的警告是关于熊洞最近的报告。这些细节相当令人不安，尽管这不是这种担忧第一次浮出水面。我们相信，随着时间的推移，管理层将尽最大努力根除此类有害内容和创作者。然而，投资者密切关注这些事态发展仍然很重要。</blockquote></p><p>Consequently,<i>we reiterate our Buy rating on RBLX stock</i>.</p><p><blockquote>因此，<i>我们重申对RBLX股票的买入评级</i>.</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/article/4484696-roblox-rblx-stock-dont-miss-chance-buy-caveat\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation"},"source_url":"https://seekingalpha.com/article/4484696-roblox-rblx-stock-dont-miss-chance-buy-caveat","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190967225","content_text":"SummaryRoblox is the leading user-generated gaming metaverse platform with over 220M monthly active users.Roblox is still investing heavily to further its metaverse ambitions.However, RBLX stock suffered from the tech correction. Roblox also suffered from revelations of child pornography and sexual grooming.We discuss why we think Roblox stock is still a buy, but with a caveat.tolgart/E+ via Getty ImagesInvestment ThesisThe gaming metaverse for younger gamers, Roblox Corporation (RBLX), recently saw its stock hit its all-time lows. It came after the stock staged a sharp momentum spike on its way to its all-time highs in November. But, we knew that the spike was not sustainable and needed to be digested eventually. The recent growth stocks correction was the perfect opportunity for sellers to burst its bubble and sent RBLX stock tumbling to its lowest levels since its listing in Mar'21.The consensus price targets have also been revised downwards, reflecting the multiples compressions across growth stocks. Moreover, its China metaverse initiative has also hit a snag in January, as its partnership with Tencent (OTCPK:TCEHY) looks to have been paused.Moreover, it was also hit by a recent report from The Bear Cave, discussing issues relating to child pornography and sexual grooming in the platform. Even though Roblox attempted to address the matter speedily, the damage has been done.Nonetheless, we believe that the Roblox platform remains a critical entry point to the multi-trillion dollar metaverse opportunity. We have also covered its underlying thesis and key financial metrics in a previous article.We discuss why investors can now seize the opportunity from the recent pessimism and add RBLX stock.Gaming Leadership and User-Generated Content is Roblox's Key Competitive AdvantageVP of Metaverse Content at Meta Platforms (FB) Jason Rubin emphasized at a recent conference (edited):Gaming is definitely a core part of the metaverse. Gaming created the game engine, right? For a long time, the game engine was the only major tool for real-time 3D graphics. Obviously, there was simulation and other things universities were doing, but for consumers, for the most part, it was gaming.People like to play. We were born as children and we love to play. We never give it up.So, gaming becomes a great way to get people to spend a significant amount of time together. And it gives people a way to build an identity system and do other things and invest in things together. And then I think adjacencies start forming because the people are there, and the possibilities are there. (VentureBeat)Roblox is arguably the largest user-generated gaming platform with over 220M monthly active users (MAU) (as of October 2021 according to R-Track) and almost 50M daily active users (DAU). While Epic Games has 194M users on PC, its December MAU peaked at 62M, way below Roblox's numbers. Therefore, Roblox is undoubtedly closer than Epic, its metaverse gaming arch-rival in reaching its proverbial target of 1B users.Moreover, Roblox continues to be at the top of the global mobile gaming charts by MAU, downloads, and revenue. App Annie data confirmed Roblox as the #3 gaming platform by MAU in the AMER region in 2021.Sensor Tower rated Roblox as #5 in overall downloads and #3 by App Store downloads in December 2021. Furthermore, it rated Roblox as #3 in overall revenue in the same month. Therefore, we wish to impress upon our readers that Roblox is a massive global platform that's far from falling over the cliff. It may have been listed for less than a year, but it has been building its gaming metaverse experiences over the last seventeen years. Roblox CEO David Baszucki, a.k.a. Builderman, emphasized:When Erik Cassel and I started Roblox, we envisioned a new category of human co-experience where people could play, learn, and work together in digital worlds.Seventeen years later, Roblox is increasingly an essential part of people's lives.With tens of millions of daily active users and billions of monthly engagement hours,we are moving closer toward our mission of connecting a billion people on our platform. (Roblox)Moreover, in January, Roblox shared a gamut of meaningful data points that showed that the company has been making tremendous progress in building its creator ecosystem. Readers should note that the crux of Roblox's incredible leadership is the strength of its UGC platform. We believe that UGC is foundational to experiences in the virtual worlds we would experience in the metaverse. Consequently, Roblox remains well ahead in this aspect, given its UGC leadership.Not only is its developer ecosystem highly robust, but it's also geographically diversified, across 170 countries.The largest number of developers come from the US, Brazil, Russia, the Philippines, and the UK. Therefore, Roblox has a global creator ecosystem serving experiences (as Roblox calls it) to a global community.Notably, the company emphasized that its creator ecosystem has continued to grow rapidly over the past year. Roblox highlighted (edited):This community has already become a driving force in pioneering a more inclusive metaverse, andit's incredible to see a triple-digit percentage surge year over yearin the number of new creators that have used our free immersive creation engine Roblox Studio for the first time. The number of female creators using Roblox Studio for the first time grew 353% YoY, compared to 323% growth for new male creators. (Roblox)Roblox is Investing Aggressively in the MetaverseEven though Roblox has been building its metaversal experiences over the last seventeen years, it's not resting on its laurels. The company has continued to enhance its infrastructure and technology while attracting the most recognizable fashion, sports brands, and musicians to its platform. It included \"Gucci (OTCPK:PPRUF), Nike (NKE), and Vans, who took their first steps into digital experiences with Roblox. Similarly, artists such as KSI, Tai Verdes, Twenty One Pilots, and Zara Larsson brought their performances and music directly to fans in immersive, interactive experiences.\" Therefore, these forays would allow Roblox tremendous opportunities to monetize beyond its customary gaming experiences.Moreover, the company has also been actively recruiting the best talents to bring on board. As a result, it will also be paying top-dollar. For example, Insider reported that Roblox added the \"metaverse\" term to all its open roles for hire. The top-tier employees can also command above $400K in base salary. Notably, these are all positions to help drive the company forward in its metaverse strategy; as CTO Daniel Sturman emphasized, \"all roles are geared towards enabling the metaverse experiences.\"Therefore, we believe that Roblox remains solidly positioned to leverage its gaming metaverse leadership to invest further to cement its lead against its arch-rivals.RBLX Stock is a Buy Now with a CaveatRBLX stock price action (TradingView)Readers can refer to the chart above that November's bull trap has been digested from the steep correction that brought it from its all-time highs to its all-time lows. But, we must highlight that the market must dissipate the momentum spike for RBLX stock to recover. Such spikes are never healthy for any stock, and we have been plenty of spikes from many growth stocks in November/December that has also been digested. As the market makers collapsed RBLX stock to its all-time lows, but it has also given the stock a chance to stage its next rally.But, our caveat concerns the recent report by The Bear Cave. The details have been quite disturbing, even though it's not the first time such concerns have surfaced. We believe that management will do its best to eradicate such harmful content and creators over time. However, it's still important for investors to monitor these developments closely.Consequently,we reiterate our Buy rating on RBLX stock.","news_type":1,"symbols_score_info":{"RBLX":0.9}},"isVote":1,"tweetType":1,"viewCount":2339,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/633532736"}
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