Today’s TSOH Investment Research “Roblox: Reality Check” $RBLX https://t.co/qwbNDCmlTN https://t.co/GVkeykxhbi
Roblox update tomorrow morning at TSOH Investment Research $RBLX https://t.co/6GmO7s6z6J
Roblox TTM Net DAU Growth $RBLX https://t.co/D8omRc11ec
Roblox YoY Bookings Growth $RBLX https://t.co/RHSlikLvXU
TSOH Weekly Roundup (05/01/26) Stocks discussed this week include $PTON, $RBLX, and $QRTEA https://t.co/RTF8gIJ2mp https://t.co/gTfqUz1AiI
Roblox TTM Engagement $RBLX https://t.co/EGBeIl7YOK
Overnight movers Memory weak: $SNDK -6%, $WDC -8%, $MU -2% Software strong: $TEAM +24%, $TWLO +18%, $MNDY +4% $RDDT +13% on strong earnings $RBLX -20% as losses widen $AXTI -7% despite improving revenue
BREAKING: Roblox, $RBLX, earnings: - EPS: -$0.35, est: -$0.41 - Rev: $1.73 billion, est: $1.75 billion Reddit, $RDDT, earnings: - EPS: $1.01, est: $0.56 - Rev: $663 million, est: $609 million Sandisk, $SNDK, earnings: - EPS: $23, est: $14 - Rev: $5.9 billion, est: $4.7 billion
Big earnings week ahead. Names on deck: $AMKR $CDNS $HOOD $SPOT $GLW $BE $ENPH $AMZN $MSFT $META $GOOGL $QCOM $SOFI $LMND $KLAC $VKTX $VIAV $AAPL $RDDT $RBLX $ZETA $RIVN $SNDK $WDC $ROKU $FSLR $TEAM $AXTI Plenty of market-moving catalysts across AI, tech, fintech, solar, biotech, and consumer. Expect volatility, sharp reactions, and opportunities. Stay selective. Trade the setup, not the hype.
Link to today's $RBLX research https://t.co/hj0WLcUHDQ
Roblox TTM Bookings Per Average Employee $RBLX https://t.co/3yOOj2ivTH
Roblox TTM FCF Margins $RBLX https://t.co/W5o3wwp6wp
@buccocapital Some thoughts from this week on $RBLX tldr - I still struggle to truly fathom how successful the platform has been over the past five years. There's some hair here for a few reasons, but 50%+ growth on KPI's provides a lot of near term cover (IMO). https://t.co/sJgsXU8Civ
Today's TSOH Investment Research "Roblox: A Longer Leash" $RBLX Thank you to @FrancoOlivera for his feedback https://t.co/sJgsXU8Civ
Roblox Annual Free Cash Flow $RBLX https://t.co/GFjpjdyhUY
Roblox TTM Hours were ~107.4 billion in Q3 FY25 TTM Hours have increased ~8x since 2019 $RBLX https://t.co/nW0nlKwmvc
@S_curvecap Here are two $RBLX charts that may help cure your boredom https://t.co/ATMiDNz2h1
Roblox TTM Expenses, % of TTM Bookings $RBLX https://t.co/OtezBqhRnl
Roblox TTM Developer Exchange Fees $RBLX https://t.co/Bvbpi9550c
Roblox YoY Bookings Growth $RBLX https://t.co/2p5HFOHAv5
Roblox TTM Bookings are up ~10x over the past six years $RBLX https://t.co/Y5jh9BAE7B
Roblox TTM Free Cash Flow Margins $RBLX https://t.co/0jdYFW7xMP
