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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
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