Core Insights - Roblox has regained attention in 2025 due to its strong growth and renewed investor confidence [1][2] Growth Momentum - Roblox reported $1.4 billion in revenue for the most recent quarter, marking a 48% year-over-year increase, with bookings surging by 70% [3] - Daily active users (DAU) increased by 70% year-over-year to 151.5 million, and engagement hours reached 39.6 billion, a 91% rise from the previous year [4] - The user base is expanding into new age groups and regions, with users aged 13 and older growing by 89% year-over-year [5] Monetization Strategy - Roblox is evolving its monetization strategy beyond in-game currency, Robux, by implementing regional pricing strategies for Game Passes and Marketplace items [7][8] - A partnership with Google Ad Manager aims to enhance ad monetization, with 18,000 creators using traffic-driving ads in Q3, a 27% increase from Q2 [9] Investor Sentiment - The stock has more than doubled in 2025, trading at 19 times sales, but remains unprofitable due to high infrastructure and safety costs [12] - The contrasting views among investors highlight strong growth potential versus concerns over valuation and profitability [13] Future Outlook - The company is in a transition phase, aiming to align engagement, monetization, and operating leverage to achieve profitability [15][16]

Exercise equipment company Peloton (NASDAQ:PTON) announced better-than-expected revenue in Q3 CY2025, but sales fell by 6% year on year to $550.8 million. Guidance for next quarter’s revenue was optimistic at $675 million at the midpoint, 2.2% above analysts’ estimates. Its GAAP profit of $0.03 per share was $0.03 above analysts’ consensus estimates. Is now the time to buy Peloton? Find out in our full research report. Peloton (PTON) Q3 CY2025 Highlights: Revenue: $550.8 million vs analyst estimates of ...

This just tells you one thing:A niche monetizable audience on CT > accounts with millions of mainstream poors on other social platformsBeanie (@beaniemaxi):These streamers got so much traffic but it’s all poors. Reminds me of the early internet days. 90’s I had a bunch of adult sites. Was so simple to get traffic for porn. But impossible to monetize. These guys waste their lives playing the fool for what exactly? $130k token sale😂 https://t.co/hbc5a8rfyf ...

Joining me now is GQG partners Brian Kershman. And Brian, it's really great to have you on here to to lay it all out for us. What what is the nature of this inflection point that uh that you there have perceived and uh and how long have we been at risk.How does it play out from here. >> Yeah, thank you very much first of all for for having us and being able to share our views here. Um so in terms of tech I think our biggest issue at this point in time is for all the spending and all the hype that has happen ...

[Music] I want to ask a quick question. How many of us make use of social media here. Let me see your hands.Okay, I see a lot of people using social media here. Now, did you know that social media is a tool, a key tool when it comes to life and survival. You might know or you might not know.But today, let me take you through a journey of how social media changed my life. I'm sure so many of you don't know. I was born and raised in Dube.But now, you know, I actually was born and raised in Dube. Growing up in ...

We're back on Morning Trade Live. Let's focus on Amazon. The stock hitting a new all-time high today after a strong third quarter earnings report that included 20% growth in its cloud division.It's been a long way back above $240 for this stock. Shares finally breaking the new highs we saw in February after a tariff related April selloff and recovery followed by 3 months of sideways trading. Let's uh focus in now on Amazon.Joining us for a closer look at this name H is the host of NextGen Investing today, J ...

Financial Data and Key Metrics Changes - Reddit reported total revenue of $585 million for Q3 2025, representing a 68% year-over-year increase [3][11][17] - The company achieved a net income of $163 million, with a net margin of 28%, an improvement of $133 million from the previous year [3][17][24] - Adjusted EBITDA margin reached 40%, marking the first time this profitability goal set at IPO was achieved [3][17][24] - Average revenue per user (ARPU) grew 41% year-over-year to $5.04 [19] Business Line Data and Key Metrics Changes - Advertising revenue grew 74% year-over-year to $549 million, driven by broad-based strength across objectives, verticals, and geographies [11][19] - Other revenue, including data licensing, reached $36 million, up 7% year-over-year [19] - The total active advertiser count expanded by over 75% year-over-year in Q3 [11] Market Data and Key Metrics Changes - Revenue growth in the U.S. was 67% year-over-year, while international revenue grew 74% [19] - The company reported 116 million daily active users (DAUQ) and 444.444 million weekly active users (WAUQ), both growing around 20% year-over-year [3] Company Strategy and Development Direction - Reddit's strategy focuses on enhancing user experience through product improvements, search capabilities, and international growth [5][8] - The company aims to grow app users by improving retention and diversifying traffic sources, including organic, paid, and publisher-driven [8] - Investments in advertising solutions and unique ad formats are intended to drive performance and efficiency for advertisers [12][15] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the operating environment, noting stability but low visibility due to external factors like tariffs [72] - For Q4 2025, revenue is estimated to be between $655 million and $665 million, representing 53% to 55% year-over-year growth [24] - The company aims for a North Star adjusted EBITDA margin of over 50% in the medium term [75] Other Important Information - Reddit is focusing on improving onboarding experiences to enhance user engagement and retention [27][50] - The company is investing in tools for moderators to help grow and strengthen communities [5][6] Q&A Session Summary Question 1: User growth trends and traffic diversification - Management noted that product initiatives, including machine translation, were significant contributors to user growth, with a focus on improving the first session user experience [31][32] Question 2: Revenue opportunity from Reddit Pro - Reddit Pro is seen as a way to bring value to the platform by increasing engagement and potentially converting that into revenue [36][38] Question 3: Marketing spend and user acquisition - The company is currently spending low to mid-single digits as a percentage of revenue on marketing, with a focus on quality user acquisition [40] Question 4: Engagement of users acquired through performance ads - Management highlighted that brand campaigns have led to increased app installs and awareness, providing a foundation for future performance [44][46] Question 5: Simplified onboarding flow results - Early results from the simplified onboarding flow are expected soon, with a focus on streamlining the user experience [50] Question 6: LLM licensing and data value - Management stated that relationships with LLM companies are healthy, focusing on mutual benefits and enhancing user experiences [53][66]

Growth & User Engagement - Roblox's bookings growth increased by 70% year-on-year, reaching 19 billion [1] - Daily active users (DAU) surpassed 150 million, a 70% year-on-year increase [2] - The platform reached a peak of 45 million concurrent players [3] - Cumulative growth has averaged 37% over the last two years [3] Safety & Technology - Roblox is committed to establishing a gold standard for safety, utilizing AI for facial age estimation [4] - The platform employs text filtering and critical harms monitoring to prevent image sharing [5] - New technology aims to support diverse experiences, avatars, and competitive gaming [9] Financial Performance & Infrastructure - Roblox generated over 440 million in free cash flow in Q4 [3] - The company is investing in infrastructure to support growth, including cloud compute and safety measures [1] Market & Future Vision - Roblox aims to capture 10% of the global gaming content market, currently exceeding 3% [8] - The company envisions a future where AI enhances game development and accessibility [12] - The global gaming market is estimated to be between 180 and 200 billion [10]

It is becoming increasingly more difficult to make it on CT, but at the same time easier.Back then, in 2022/23, there was no competition.It was a bear market, most of the big accounts from the NFT cycle had left, leaving plenty of room on the timeline to grow.But it was also an ugly time. There was much less money in the system and no clear path to monetization.That changed radically in 2024/25, first with much more partnerships deals, and then primarily with InfoFi.Nowadays, even with just a few thousand f ...

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