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软件一起崩?Roblox(RBLX.US):有生态闭环,Genie破不了
智通财经网· 2026-02-07 13:29
Roblox(RBLX.US)美东时间2月5日美股盘前发布了2025财年第四季度业绩。整体业绩Q4业绩整体看偏积极,虽然称不上炸裂,但主要使得压抑了许久 的市场情绪,借机得到了一些释放。 1.最大亮点——Bookings超预期:Q4流水增幅63%,虽相比巅峰的Q3有放缓,但超出市场预期。与此同时,公司对Q1(+50%~54%)以及2026全年的指 引(+22%~26%)也都超了一致预期。 对Roblox来说,流水比收入更具备前瞻性,因此也就更值得关注,这次Q4以及对今年Q1的指引均超预期。此前市场担心今年的高基数压力,预期流水增 速要低于一直以来的中长期指引20%。 5.现金流稳步改善:Q4自由现金流加速增长至7.5亿,同比150%的增长,占当期Bookings的22%,意味着每进入平台100美元,扣除基本的运营支出,约有 22美元留存在公司内部。截至年末,公司账上有45.4亿净现金,短期1年内可直接用的净现金为31亿。 而实际指引要更好一些,尤其是考虑到管理层一贯偏保守的指引风格,因此实际可能更优,这对情绪而言会是一个明显提振。 2.担忧缓解——用户生态健康:引发Roblox从11月至Genie影响之前跌跌 ...
How to navigate high market volatility, how the Super Bowl boosts local economies
Youtube· 2026-02-06 22:45
Hello and welcome to Asking for a Trend. I'm Jared Blickery and for the next half hour, we're breaking down the trends of today that'll move stocks tomorrow. There's a lot to keep track of, so we're focusing on what you need to know to get ahead of the curve.Here are some of the trends we're going to be diving into. It was a wild week for markets. From a major route driven by tech to the Dow closing above 50,000 for the first time ever.We're digging into the trading action and Roblox shares rallying off the ...
2月7日隔夜要闻:美股收高 道指站上5万点 中概股普涨 美伊核谈判暂时结束 转身便制裁伊朗 美司法部调查奈飞
Xin Lang Cai Jing· 2026-02-06 22:33
欲览更多环球财经资讯,请移步7×24小时实时财经新闻 市场 2月7日收盘:美股收高,道指首次突破5万点关口 2月7日美股成交额前20:英伟达结束五连跌,黄仁勋称AI资本支出可持续 2月7日热门中概股普涨 台积电涨5.53%,阿里巴巴涨3% 油价周五上涨 投资者关注美伊谈判 现货黄金涨3.78% 纽约期金本周涨5% 欧洲股市在震荡中走强 诺和诺德反弹抵消了Stellantis的重挫 比特币重返70000美元上方 几乎收复周四全部失地 宏观 白宫考虑对房屋建筑商启动反垄断调查 美国12月消费者信贷创出一年来最大增幅 超过经济学家预期 贝森特反驳他和特朗普针对美元发表不同看法的观点 美联储杰斐逊对经济前景持谨慎乐观态度,预计就业市场趋稳通胀回归目标 美伊核谈判"暂时"结束 伊朗外长离开阿曼首都 特斯拉高管表示正在加紧招聘,以支持马斯克扩大太阳能战略 黄仁勋称AI资本支出适当且可持续 英伟达结束连跌涨超7% 黄仁勋称6600亿美元AI资本支出建设具有可持续性 美司法部调查奈飞是否存在反竞争行为 苹果车载迎来战略转变 计划开放第三方语音AI助手 贝莱德的Rieder减持美国投资级和高收益债 称"非常喜欢"新兴市场 诺和 ...
Roblox earnings: CEO talks gaming, AI, and user growth
Youtube· 2026-02-06 21:45
All right, if you are a company doing something software related, it has been a tough week. As I just mentioned, quick moving AI developments out of Google and Anthropic has caused a major reset in software stock valuations. The fear here, the very business models of software companies, both large and small, are under fullon attack.Whether this proves true is anyone's guess. It's not like big software companies are involved in AI. That said, I am finding it refreshing right now when positive fundamental dev ...
Madden to Halftime: ETFs Behind Super Bowl LX
Etftrends· 2026-02-06 20:16
Madden to Halftime: ETFs Behind Super Bowl LX | ETF TrendsETF Trends is now VettaFi. Read More -- Months before Super Bowl LX kicks off at Levi's Stadium on February 9, the game was already being played, predicted, and celebrated across screens worldwide through companies held in the [Amplify Video Game Leaders ETF (GAMR)].This year's Super Bowl ETF story runs through gaming simulations, halftime entertainment sponsors, and the advertisers dominating commercial breaks — creating exposure across sector funds ...
How Roblox plans to attract 30-somethings onto its gaming platform
Yahoo Finance· 2026-02-06 18:12
Roblox (RBLX) is hitting a growth spurt, and the company is looking to take its game into the adult world. "We've found that our age-checked 18-and-up segment is growing at over 50% year on year, which is a real great signal for future growth," Roblox CEO David Baszucki told Yahoo Finance's Opening Bid. For years, Roblox has been the digital playground where kids spent weekends — and their parents' money. But the company's latest earnings report suggests that a demographic shift is underway. The platf ...
Roblox Stock Bounces Off Q4 Losses with Key User Metrics
Schaeffers Investment Research· 2026-02-06 15:52
Roblox Corp (NYSE:RBLX) shares jumped 8.5% to trade at $65.71 at last check, after the gaming platform reported a strong fourth quarter marked by surging bookings, daily average users, and hours engaged on its platform -- all of which topped Wall Street expectations.The upbeat user metrics helped offset a wider loss of $0.45 per share on revenue of $2.2 billion. While the company remained unprofitable, both figures still beat estimates for a $0.49 per share loss and $2.09 billion in revenue.Analysts are chi ...
Friday's Earnings Movers: RBLX Rallies, MOH "Shockingly Weak," AFRM Beats
Youtube· 2026-02-06 15:30
Diane King Hall is with me to take a look at some of the big movers here on Wall Street. Good morning, Diane. >> Good morning.It's good to be with you. Yeah, we've got Roblox first up, right. That one is a big gainer.Uh you got better than expected results on revenue and daily active users helping to spawn the gains here. The gamers know what I'm talking about here. That stock rallying more than 10%.My son is sticky on this one as are many other young people. Uh it did report a loss on an adjusted basis of ...
Roblox surges on strong bookings, user growth
Proactiveinvestors NA· 2026-02-06 14:24
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
美股前瞻 | 三大股指期货齐涨,软件股反弹
智通财经网· 2026-02-06 12:54
1. 2月6日(周五)美股盘前,美股三大股指期货均转涨。截至发稿,纳指期货现涨0.51%,标普500指数期货涨0.52%,道指期货涨0.60%,此 前纳指期货一度跌超1.6%。 3. 截至发稿,WTI原油涨1.39%,报71.99美元/桶。布伦特原油涨1.34%,报75.66美元/桶。 | ■ WTI原油 | 2026年3月 | 63.02 | 64.58 | 62.32 | -0.27 | -0.43% | | --- | --- | --- | --- | --- | --- | --- | | 謡 伦敦布伦特原油 | 2026年4月 | 67.37 | 68.82 | 66.87 | -0.18 | -0.27% | 市场消息 今夜无非农,下周"双炸弹"。受此前美国政府停摆影响,美国1月非农报告推迟至2月11日(下周三)21:30公布,1月CPI报告推迟至2月13日 (下周五)21:30公布。双重重磅数据或将引发新一轮市场动荡。 美股常胜策略突然失效!动量交易遭遇历史性回撤:资金从科技撤离,价值股成新宠。多年来,在股市中追涨动量一直是常胜策略,然而 这一策略在过去一周却突然失效。此次动量策略的崩塌,是美 ...