热门资讯> 正文
花旗研究报告称Roblox用户增长呈负增长
2026-06-23 02:52
- Shares of Roblox (RBLX) are down more than 9% Monday in reaction to data cited by Citi Research indicating declining user engagement.
- During the week of June 15th to June 21st, Roblox tracking platform RoMonitor showed a 5% decline in concurrent users (CCUs) year-over-year. This is despite the positive reception to its newest game, Grow a Garden 2.
- “Based on historical averages, we believe quarter-to-date CCU trends are consistent with Q2 2026 bookings of $1.57B. This is slightly below the midpoint of the company’s guidance and a tad below the Visible Alpha consensus of $1.60B,” writes analyst Jason Bazinet.
- However, while the most recent data is weighing on shares, Bazinet reminds investors that in mid-2025, the top 10 experiences represented ~35% of total CCUs versus closer to 20% today.
- “We believe this is bullish as the Roblox platform is less dependent on a handful of experiences to drive overall CCUs.”
More on Roblox
- Roblox: Safety Is Delaying Margin Improvement
- Roblox: A Platform Evolving Beyond Its Origins
- Roblox Corporation (RBLX) Shareholder/Analyst Call Prepared Remarks Transcript
- Three-week uptick in engagement a positive sign for Roblox -- Wedbush
- Roblox rolls out global age-based accounts as child safety scrutiny intensifies
推荐文章
风险及免责提示：以上内容仅代表作者的个人立场和观点，不代表华盛的任何立场，华盛亦无法证实上述内容的真实性、准确性和原创性。投资者在做出任何投资决定前，应结合自身情况，考虑投资产品的风险。必要时，请咨询专业投资顾问的意见。华盛不提供任何投资建议，对此亦不做任何承诺和保证。
