Core Insights - Roblox Corporation (RBLX) is experiencing significant growth in its user base, with daily active users (DAU) increasing by 41% year over year to 111.8 million in Q2 2025, and total engagement hours rising by 58% to 27.4 billion [1][6] - The company is successfully monetizing its platform, with Q2 bookings climbing 51% year over year to $1.4 billion, driven by increased engagement and a record number of monthly unique payers [2][6] - Despite strong revenue growth, profitability is under pressure due to heavy reinvestment in its creator ecosystem, with Developer Exchange payouts reaching a record $316.4 million, up 52% year over year [3][6] User Growth and Engagement - The growth in DAUs is broad-based across geographies and age groups, particularly strong in the APAC region (up 76% DAUs) and among users aged over 13 years (up 54%), who now represent over 64% of the user base [1][6] - The company aims to maintain engagement quality while converting its expanding DAU base into stronger monetization [4] Monetization Strategies - Monthly unique payers reached a record 23.4 million, up 42% year over year, with 4.6 million new payers added [2] - Average bookings per payer increased by 6%, and premium subscriptions are contributing to recurring revenues [2] - Immersive advertising is gaining traction, with more brands utilizing Roblox's 3D environments for marketing [2] Financial Performance and Valuation - RBLX shares have increased by 103.5% over the past six months, significantly outperforming the industry average of 17% [5] - The company's forward 12-month price-to-sales ratio is 12.57, which is above the industry average, indicating a premium valuation compared to peers like Take-Two Interactive and Electronic Arts [7] Profitability Outlook - The Zacks Consensus Estimate for 2025 loss per share has widened to $1.71, reflecting ongoing challenges in achieving profitability [9][10] - The company reported an adjusted loss per share of $1.44 in 2024, while competitors are expected to see earnings growth in fiscal 2026 [9]

pls note literally none of these tips are about yap farming/mindshare/any of that.you should be optimizing for account growth looooooong before you ever start thinking about monetization ...

Core Insights - Roblox Corporation (RBLX) is experiencing significant revenue growth and user engagement but continues to face challenges with profitability, reporting a loss per share of 41 cents in Q2 2025 despite a 50% year-over-year revenue increase to $1.44 billion [1][7] Group 1: Financial Performance - The company reported a 50% increase in revenues year-over-year, reaching $1.44 billion, while bookings rose by 51% to $1.4 billion [1] - Roblox's loss per share for Q2 2025 was 41 cents, marking another quarter of losses [1][7] - The Zacks Consensus Estimate for the 2025 loss per share has widened to $1.68, compared to an adjusted loss per share of $1.44 in 2024 [11] Group 2: User Engagement and Activity - Daily Active Users surged by 41% to 111.8 million, with hours engaged increasing by 58% and monthly unique payers reaching an all-time high [2] - Over 75% of daily active users interacted with at least one other experience on the same day, indicating strong cross-platform engagement [2] Group 3: Monetization Challenges - Despite high user engagement, monetizing this engagement remains a challenge, with the company prioritizing reinvestment in its creator ecosystem [3] - Roblox spent a record $316 million on Developer Exchange (DevEx) payouts during the quarter, which is contributing to delays in achieving profitability [3][4] Group 4: Market Position and Valuation - RBLX shares have increased by 106.2% over the past six months, outperforming the industry average increase of 18% [5] - The forward 12-month price-to-sales ratio for RBLX is 13.17, significantly higher than the industry averages of 5.8 for Take-Two Interactive and 5.12 for Electronic Arts [8] Group 5: Future Outlook - CFO Naveen Chopra emphasized strong free cash flow and a $4 billion liquidity cushion, but acknowledged the ongoing challenge of converting viral momentum into sustainable monetization [4] - The company is building infrastructure for long-term growth, but the timeline for achieving sustainable profitability remains uncertain [4]

Financial Performance - Reddit's advertising revenue grew by 84% year-over-year [2] - International revenue accounts for approximately 20% of total revenue [13] - International advertising revenue grew over 70% in the quarter [13] User Growth - User growth increased by 21% [2] - Active advertising grew by 50% year-over-year [2] Strategic Initiatives - Reddit is investing in capabilities to enhance the value of each impression for marketers [4] - Reddit is expanding its sales team across verticals and geographies [5] - Reddit is developing a distinctive destination search experience, integrating Reddit answers with core Reddit search [6][8] - Reddit is exploring monetization opportunities within Reddit search [6][8][9] - Reddit is open to data licensing conversations, recognizing Reddit's contribution to AI models [10][11] - Reddit is focusing on growing local communities through partnerships in sports and entertainment [14] - Reddit is utilizing AI for machine translation to facilitate global conversations [13]

i mean i basically wrote a thread on this last night lmao https://t.co/XsrROjFyneIcoBeast.eth🦇🔊 (@beast_ico):imo Kaito/info/signal/whatever fi you want to call it was the most innovative unlock this cycle.i also think it's the highest value for anyone with a social presence or trying to build one.when i was starting out there was ZERO option to monetize anything until you got a ...

imo Kaito/info/signal/whatever fi you want to call it was the most innovative unlock this cycle.i also think it's the highest value for anyone with a social presence or trying to build one.when i was starting out there was ZERO option to monetize anything until you got a decent following amassed already...now you can (if you choose to) start much earlier and the rules are transparent (or at least more transparent)the issue is just most people don't respect the tool or use it effectively (marketers or creato ...

Business Strategy - During land grab time, companies with access to relatively cheap private capital may prioritize distribution over margins [1] - The rational business decision is to sacrifice margin for distribution to acquire incremental users [1] - The long-term value of acquiring users now outweighs the short-term cost of sacrificing margin [1] User Acquisition - Acquiring users now is crucial because if a company misses the opportunity, it may never be able to monetize them in the future [1]

This is probably the only business plan ever written for a corporation that was actually correct in hindsight. What about business plans. Should we be writing business plans as founders.Google wrote a business plan. There was a run by a fellow named Solar and I saw it years later and it was actually correct. And I told Solar that this is probably the only business plan ever written for a corporation that was actually correct in hindsight.So what I prefer to do and this is how I teach it at Stanford is try t ...

Monetary Policy - Monetization is defined as the permanent increase in the monetary base to fund the government [1] - Central banks engage in monetization by purchasing interest-bearing debt with non-interest-bearing money [1]

Monetization isn’t something you bolt on later it has to be built in from the start.This breakdown shows how smart devs are doing it right on Avalanche.Avalanche Developers 🔺 (@AvaxDevelopers):Too many dApps wait until after launch to think about monetization.By then, it’s usually too late.Here’s how to design for revenue from day one, without sacrificing UX or decentralization👇 https://t.co/QgaiVmxiuf ...