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Analyst On Meta Platforms (META) AI Investments: ‘This Might Look Like Metaverse Days’
Yahoo Finance· 2025-09-29 13:09
We recently published Analysts Are Talking About These 10 Stocks as AI Investments Continue to Grow. Meta Platforms Inc (NASDAQ:META) is one of the stocks analysts were recently talking about. Cleo Capital’s Sarah Kunst said in a program on CNBC last month that Meta Platforms Inc (NASDAQ:META) CEO Mark Zuckerberg’s huge investments to attract top AI talent might not result in significantly positive results for the company. The analyst said Zuckerberg’s investments might end up looking like “Metaverse days ...
X @The Economist
The Economist· 2025-09-28 17:00
Everyone thought the metaverse would be the next big thing—it wasn't. But generative AI is plainly not the metaverse. While its full impact will only become clear with time, AI is already leaving its mark on the workplace https://t.co/3p07ikoFQCIllustration: Paul Blow https://t.co/7dUr7xnU3w ...
Roblox vs. Take-Two: Which Gaming Stock Has More Room to Run?
ZACKS· 2025-09-26 18:21
Core Insights - Roblox Corporation (RBLX) and Take-Two Interactive Software, Inc. (TTWO) represent different strategies in the gaming industry, with Roblox focusing on user-generated content and Take-Two relying on established franchises [1][2] Summary of Roblox (RBLX) - Roblox has shown significant growth, with a 41% year-over-year increase in daily active users (DAUs) to 111.8 million and a 58% rise in engagement hours to 27.4 billion [2][3] - Financially, Roblox's bookings increased by 51% year-over-year to $1.4 billion, with notable growth in the APAC region at 75% [3] - The platform has a record 23.4 million monthly unique payers, up 42% year-over-year, indicating strong monetization potential [3] - Roblox is innovating with AI-driven tools and expanding into various game genres, creating a robust ecosystem for creators [4] - Despite its growth, Roblox reported a loss per share of 41 cents in Q2 2025, highlighting ongoing profitability challenges [5] Summary of Take-Two Interactive (TTWO) - Take-Two started fiscal 2026 strong, with first-quarter net bookings of $1.42 billion, leading to an increased full-year outlook of up to $6.15 billion [6][7] - Key franchises like NBA 2K and Grand Theft Auto continue to drive revenue, with NBA 2K25 selling over 11.5 million units and recurrent spending rising by 48% [8] - Take-Two's release pipeline includes ambitious titles such as Mafia: The Old Country and NBA 2K26, positioning the company for potential record net bookings in fiscal 2027 [9] - The company benefits from a diversified revenue stream through both console and mobile games, enhancing its growth potential [6][8] Market Performance - RBLX stock surged 198.9% over the past year, significantly outperforming the industry growth of 29.3%, while TTWO shares rose 60.2% in the same period [7][16] - RBLX is trading at a forward price-to-sales ratio of 12.42X, above its median of 7.65X, while TTWO's ratio is 5.91X, above its median of 4.71X [19] Comparative Analysis - While Roblox excels in user growth and a unique ecosystem, it faces profitability and volatility challenges [22] - Take-Two's balanced strategy with proven franchises and a strong release slate provides a more stable growth trajectory and visibility [22]
X @The Economist
The Economist· 2025-09-26 16:40
Everyone thought the metaverse would be the next big thing—it wasn't. But generative AI is plainly not the metaverse. While its full impact will only become clear with time, AI is already leaving its mark on the workplace https://t.co/BI0tahsAoI ...