Description
Roblox Is Becoming The YouTube Of Gaming — And Wall Street Might Be Missing A 50% Upside!
Roblox just posted blockbuster Q3 2025 results that sent a clear message: this is no longer just a kids’ gaming platform—it’s evolving into the YouTube of gaming. Daily active users (DAUs) surged to 151.5 million, up 70% year-over-year, with 68% of hours now spent by users aged 13 and up. Revenue and bookings exploded, reaching $1.36 billion and $1.92 billion respectively, driven by a wave of viral, creator-built games like Grow a Garden and Steal a Brainrot. And while Roblox’s content remains 100% user-generated, its creator payouts have scaled to over $1 billion in 2025 alone. This explosive growth is happening despite mounting regulatory scrutiny, rising safety costs, and the challenges of monetizing a largely non-paying user base. Yet, Roblox’s long-term potential may still be underappreciated. Trading at an LTM EV/Sales multiple of 14.33x and EV/Gross Profit of 56.
Our Report Structure:
⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures
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