About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Key Points Roblox is growing at an incredible rate, which is likely why the stock has more than doubled in 2025. The company's net losses are getting bigger, causing some investors to rethink their conviction. 10 stocks we like better than Roblox › Shares of video game platform business Roblox Corporation (NYSE: RBLX) were down 10% as of 10 a.m. ET on Thursday after the company reported financial results for the third quarter of 2025. Roblox's management also guided for a bigger loss in the upcomi ...

Financial Data and Key Metrics Changes - In Q3 2025, revenue reached $1.36 billion, up 48% year-on-year, while bookings were $1.92 billion, up 70% year-on-year [7][8][16] - Daily Active Users (DAUs) hit 151.5 million, representing a 70% increase year-on-year, with significant growth across all regions [5][6] - Engagement hours totaled 39.6 billion, up 91% year-on-year, with notable increases in both U.S. and Canada (47%) and APAC (127%) [7][8] Business Line Data and Key Metrics Changes - The number of experiences with over 10 million DAUs reached 7 million, including five new experiences created in the last 12 months [4][5] - Developer Exchange (DevEx) earnings reached $427.9 million, up 85% year-on-year, and have grown 250% from two years ago [7][8][10] Market Data and Key Metrics Changes - Bookings in APAC increased by 110% year-on-year, with specific highlights including Japan (125%), India (146%), and Indonesia (804%) [7][8] - Monthly unique payers grew to 35.8 million, up 88% year-on-year, indicating strong market penetration [7][8] Company Strategy and Development Direction - The company aims to capture 10% of the global gaming content market, currently at 3.2%, up from 2.3% last year [4] - Investments in technology and infrastructure are focused on genre expansion, including competitive genres like shooters and sports [8][10] - The company is enhancing its discovery system to promote new creators and experiences, ensuring long-term ecosystem health [9][46] Management's Comments on Operating Environment and Future Outlook - Management acknowledges potential short-term friction from new safety policies but believes these will enhance long-term growth [20][21] - The company is optimistic about the adoption of new technologies and their impact on future growth, despite tough comparisons in 2026 [19][39] Other Important Information - The company has launched an IP platform to connect IP holders and creators, enhancing the creator ecosystem [10] - A partnership with the Attorney General's Alliance on child safety has been established, focusing on improving safety measures on the platform [11][12] Q&A Session Summary Question: AI Infrastructure and User Experience - The CEO discussed the potential of AI and GPU investments to enhance user experiences and real-time content generation [24][25] Question: Competition and Creator Economics - The CEO emphasized the importance of overall creator economics beyond just the DevEx rate, highlighting the platform's user base and creative tools [29][30] Question: Age Cohorts and Investment Priorities - Management noted the ability to attract older users through new game genres and emphasized aligning technical roadmaps with market trends [33][34] Question: Bookings Growth Guidance - The CFO clarified that specific guidance for 2026 is premature, citing both potential tailwinds and headwinds affecting growth expectations [39] Question: Advertising as a Growth Strategy - Management acknowledged the potential for advertising but emphasized the importance of organic growth and partnerships with creators for user acquisition [55][56] Question: Developer Growth and Investment Yield - The CEO highlighted the healthy growth of top developers and the expectation of immediate benefits from AI investments [61][62]

Group 1 - Roblox Corporation is recognized as a promising stock, with Roth Capital analyst Eric Handler raising the price target to $146 from $138, citing ongoing platform strength due to advanced game development, improved discovery, and better monetization [1][2] - The collaboration between Roblox Corporation and Mattel Inc. aims to launch a new series of games on the Roblox platform, starting with the title Monster High, which debuted on October 24 [2] - The partnership with Mattel is part of a broader strategy to extend physical play into the virtual realm, with plans for additional standalone games featuring other popular franchises [2] Group 2 - Roblox operates an immersive platform for connection and communication both in the US and internationally, indicating its global reach and potential for growth [3] - While Roblox shows investment potential, there are suggestions that certain AI stocks may offer greater upside potential and lower downside risk [3]

Group 1 - The article does not provide any specific content or key points related to a company or industry [1]

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2][3] - The news team covers key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] - Proactive focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [2][3] Group 2 - The team delivers insights across various sectors including biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4][5] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production [5]

Core Insights - Electronic Arts (EA) reported a revenue of $1.82 billion for the quarter ended September 2025, marking a year-over-year decline of 12.6% [1] - The earnings per share (EPS) for the same period was $1.21, down from $2.15 a year ago, indicating a significant decrease [1] - The reported revenue fell short of the Zacks Consensus Estimate of $1.86 billion by 2.45%, and the EPS also missed the consensus estimate of $1.27 by 4.72% [1] Financial Performance Metrics - Net Bookings for EA were $1.82 billion, slightly below the average estimate of $1.86 billion from six analysts [4] - Live services and other Non-GAAP Net Bookings were $1.12 billion, compared to the estimated $1.14 billion, reflecting a year-over-year decline of 10.3% [4] - Full game downloads generated Non-GAAP Net Bookings of $438 million, which was lower than the average estimate of $479.41 million, representing a year-over-year decrease of 19.6% [4] - Packaged goods for full games achieved Non-GAAP Net Bookings of $262 million, exceeding the average estimate of $255.83 million, but still showing an 8.7% decline year-over-year [4] Stock Performance - EA's shares have returned -0.8% over the past month, contrasting with the Zacks S&P 500 composite's increase of 3.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - Proactive provides fast, accessible, and actionable business and finance news content to a global investment audience [2] - The company focuses on medium and small-cap markets while also covering blue-chip companies and broader investment stories [3] - Proactive's news team delivers insights across various sectors including biotech, mining, oil and gas, and emerging technologies [3] Technology Adoption - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Core Insights - The company reported a profit of $137 million, translating to earnings of 54 cents per share, for the quarter ending in September [1] Financial Performance - Profit for the quarter was $137 million [1] - Earnings per share stood at 54 cents [1]

Core Insights - Electronic Arts (EA) missed Wall Street expectations for second-quarter bookings, indicating challenges in its financial performance [1] - The company's core sports portfolio is experiencing uncertain spending, which is impacting overall revenue [1] - EA is making significant investments in the upcoming "Battlefield 6" title, suggesting a strategic focus on new game releases to drive future growth [1] Financial Performance - EA's second-quarter bookings fell short of analyst expectations, highlighting potential weaknesses in its revenue generation [1] - The uncertainty in spending on the sports portfolio may reflect broader trends in consumer behavior within the gaming industry [1] Strategic Focus - The company is betting heavily on the new "Battlefield 6" title, indicating a commitment to expanding its game offerings and potentially revitalizing its market position [1]