Hmm… Roblox
T-Rex 2X Long RBLX Daily Target ETF
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🚨 After-market buzz!
$8X8(EGHT.US) $Red Robin Gourmet(RRGB.US) $Keysight Tech(KEYS.US) $Cava(CAVA.US) $Roblox(RBLX.US) $AMC ENT(AMC.US) $Toll Brothers(TOL.US) $Viavi Solutions(VIAV.US)
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Roblox(RBLX.US) Roblox launches first share repurchase program worth up to $3 billion
"Today's authorization of Roblox's first-ever share repurchase program is a testament to our confidence in the long-term opportunity ahead," said Naveen Chopra - H
ValueAct Capital Portfolio Updates
$Toast(TOST.US) $Visa(V.US) $KKR(KKR.US) $Spotify(SPOT.US) $Wix.com(WIX.US) $Roblox(RBLX.US) $Meta Platforms(META.US) $Amazon(AMZN.US) $Live Nation(LYV.US) $MongoDB(MDB.US) $Rocket(RKT.US) $Disney(DIS.US)
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FeaturedWhat implications does Roblox's VR indicator moving into oversold territory have for potential price
Based on the provided data, Roblox's (RBLX.US) VR (Volume Ratio) indicator moving into oversold territory is one of several technical signals suggesting the stock may be due for a relief rally or shor...
Trade Showcase: Trade, Show & Earn Rewards! - T
Look for top losers each day instead to sell puts as you will get higher premiums due to fear. A good trade today will be RBLX - watch closely and then execute your trade bravely. $Roblox(RBLX.US)
Trade Showcase: Trade, Show & Earn Rewards! - D
RBLX (Trans): User churn, but retention stable; Q3 rebound expected
Below is Dolphin Research's summary of the $Roblox(RBLX.US) 1Q26 earnings call; for our earnings take, see 'Roblox: Regulation Hit at the End of the Product Cycle, Disrupting Growth Cadence'. I. Key takeaways — 1) Guidance was cut materially, with full-year revenue growth lowered from ~26% to 20%–25% and full-year bookings to 8%–12%. Management expects DAU to decline QoQ in Q2, with QoQ growth resuming in Q3...
RobloxFinancial Analysis - D
RBLX: Back-to-back regulatory hits at the end of a short product cycle disrupt growth cadence
Hi all, this is Dolphin Research. $Roblox(RBLX.US) Q1 was a bomb, with the biggest issue being a sharp cut to growth guidance.
The immediate trigger was tighter child-safety regulation across markets and regions. More fundamentally, the game content cycle has softened.Ahead of the print, close tracking of platform data had primed the market for near-term pressure. That was evident in the stock's continued weakness.However, management's guidance came in even more downbeat. While we think they have a track record of conservative, arguably sandbagged guides, the message is clear. Near-term growth visibility has deteriorated...
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RobloxFinancial Analysis - D
RBLX 1Q26 First Take: 1Q was a bomb, missing badly. Stricter child-protection compliance across markets, a lull in new hits with tough YoY comps, and developer-friendly revenue-share changes all pressured near-term results.
Management slashed guidance far more than the Street had baked in, clouding the high-growth narrative. We believe management has a history of sandbagging and that sharing more economics with developers can pay off long term. But near term the headwinds are exceptional.
1) Tighter rules + fewer hits, engagement down: DAUs and quarterly hours missed expectations, though third-party trackers meant some was anticipated. Since late Mar–early Apr, Indonesia and Brazil followed Russia in rolling out child protections, and with few breakout titles, the company expects user metrics could deteriorate further QoQ.
2) Broad guidance cut: The bigger blow was cutting Q2 and full-year bookings growth to 8–12%. That is a mature-platform pace, and putting the same range on Q2 and FY suggests limited visibility on 2H.
With bookings slowing, revenue and profit guidance also had to come down. The Street did expect a reset, but ~10% growth hardly qualifies as a high-growth platform.
Equating FY bookings growth with Q2 implicitly signals reduced visibility on the outlook. Management opted for a cautious stance.
3) Compliance and developer-friendly pain: The company incurred an extra $57 mn related to navigating compliance and settlement matters in 1Q. To address regulators’ concerns on child protection, Roblox implemented age-tiered accounts, which adds friction to registration/login and can weigh on user scale.
To mitigate user-scale pressure, the new PLUS membership offers users a 10% discount, while developer payouts are calculated on the pre-discount amount, fully incentivizing creators. This increases platform costs, with developer payouts rising to 24% of bookings in Q1 vs. 22–23% last year.
We support the developer-friendly approach from a long-term lens, but the near-term drag is real. Covenant adj. EBITDA was $420 mn, above consensus, at 24% of bookings. $Roblox(RBLX.US) $T-Rex 2X Long RBLX Daily Target ETF(RBLU.US)
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$Roblox(RBLX.US) | 𝐑𝐨𝐛𝐥𝐨𝐱: Goldman Sachs reiterates 𝐁𝐮𝐲, cuts 𝐏𝐓 𝐭𝐨 $𝟏𝟐𝟓
Analyst sees platform evolution and global gaming penetration intact, despite near-term estimate revisions and industry uncertainties.Source: Hardik Shah
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Cathie Wood added positions in $Tesla(TSLA.US) $Amazon(AMZN.US)
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Alibaba Qwen's Lunar New Year free-order promo was blocked by WeChat; Nio surged after its first-ever quarterly profit | Daily News Recap ---
Feb 6 | Dolphin Research focus: 🐬 Stock 1, $BABA-W(09988.HK) Alibaba's Qwen app launched a 'Spring Festival RMB 3bn free-order' campaign today. The first wave centers on AI one-line prompts to order milk tea for free.
Notably, WeChat further blocked today the promo passwords for red-envelope campaigns run by both Alibaba Qwen and Tencent Yuanbao. As a result, those keywords can no longer be copied or recognized in private or group chats.The move aims to protect WeChat's platform ecosystem and curb over-marketing that disrupts user experience. It also helps defend its social-traffic moat...
Today’s Key News Recap - D
RBLX (Trans): GenAI won't solve 3D online multiplayer issues
Below is Dolphin Research's Trans on $Roblox(RBLX.US) Q4 2025 earnings call. Title: 'Software Slump? RBLX: Closed-Loop Ecosystem; Genie Won't Disrupt It'.
I. Key earnings recap. 1) Q4 2025 results: revenue of $1.4bn (+43% YoY); bookings of $2.2bn (+63% YoY); DAUs +69% YoY.Engagement reached 35bn hours (+88% YoY). Monthly paying users: nearly 37 mn...
RobloxConference Minutes - D
Roblox vs. Genie: A Closed Ecosystem That Can’t Be Beaten
Hello everyone, this is Dolphin! $Robles (RBLX.US) released its Q4 2025 fiscal year results before the US stock market opened on February 5th, Eastern Time.
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RobloxFinancial Analysis - D
RBLX 4Q25 First Take: Q4 was broadly constructive. With sentiment depressed for a while, growth fears finally eased.
1) Bookings beat: For Roblox, bookings are more forward-looking than revenue and thus more relevant; both Q4 results and Q1 guidance topped expectations. Given management's typically conservative guide, actuals may come in stronger, which is a notable boost to sentiment.
2) Healthy user ecosystem: DAU and engagement hours maintained high growth in Q4, slightly ahead of estimates. All four regions saw double-digit growth in daily time spent vs. last year.
Total hours declined QoQ by a bit more than seasonal, but summer 2025 set a high watermark with multiple blockbusters clustering, making the cooldown look sharper than third-party trackers suggest. Previously, as top titles normalized, third-party data showed a steep QoQ drop vs. Q3 in platform activity.3) Monetization deepening: Strong bookings were driven by Robux purchases and the ad business launched last year. Ads will dilute ARPDAU near term, so bookings per user fell YoY.
That said, it reduces reliance on pure user spend; monthly payers are increasing, further improving the platform's economic flywheel.4) Higher developer payout: The developer payout rate rose again in Q4; since Sep last year, Roblox lifted developer revenue share by 8.5%, raising post-transaction Robux earnings from 35% to 38%. Dolphin Research has long argued that sharing more with developers helps scale the ecosystem.
Covenant adj. EBITDA was $690 mn, beating consensus by $100 mn, at 31% of bookings, up QoQ and YoY. $Roblox(RBLX.US) $T-Rex 2X Long RBLX Daily Target ETF(RBLU.US)
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Gaming Stocks Rout: Did Google Do a 'Thanos' Snap?
Last Fri., three gaming-linked names covered by Dolphin Research — $Unity Software(U.US), $AppLovin(APP.US) and $Roblox(RBLX.US) — sold off sharply. The selloff was widely tied to Google's newly unveiled 'Genie', a generative world model seen as disruptive for gaming.
Dolphin Research does not deny that Genie could reshape gaming as it iterates through successive upgrades. But at this stage, on both gameplay and economics, it is still a long way from truly disruptive...
+3UnityApplovinRobloxHot topic - M
There are some positions in $XD INC(02400.HK) in Hong Kong stocks, which are not cheap anymore, but this Friday, taptap maker will be released, and claude code will be integrated into the game engine/game editor, greatly reducing the possibility for ordinary enthusiasts to use AI to create high-quality/playable games. It has the potential to become the first concept stock for large-scale AI implementation in the gaming industry (not the kind for speculative hype). It's a level higher than $Roblox(RBLX.US).
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$Roblox(RBLX.US) more up today. Tapped the 50ma and small gap overhead and pulled back in some. No surprise as we know what happens on first tests. I put a few more into let it ride and inched some stops.
Source: Sunrise Trader
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$Roblox(RBLX.US) putting some into let it ride. Still own trade shares.
Source: Sunrise Trader
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$Roblox(RBLX.US) watching for a move over 87.25. Updated chart and no change to stops today yet.
Source: Sunrise Trader
