Core Insights - Roblox is progressing towards its long-term goal of reaching 1 billion users, with significant growth in user engagement and revenue generation [1][9] - The stock has shown impressive returns over the past one and three years, outperforming the S&P 500 [1][2] - Despite a modest gain for investors over the past five years, the company's long-term growth trajectory remains intact [2] User Engagement and Revenue Growth - Roblox has improved its ability to attract users, with daily active users and hours spent on the platform increasing significantly [4][6] - Bookings, a measure of non-GAAP revenue, rose by 70% year over year in the third quarter, indicating strong revenue growth [4] - Time spent on the platform surged by 91% year over year, reaching 39.6 billion hours [6] Market Position and Future Potential - Roblox's trailing-12-month revenue stands at $4.4 billion, which is a small fraction of total consumer spending on games, suggesting substantial growth potential [5] - The company is expanding at a much faster rate than the broader video game industry, which is currently growing at a low single-digit rate [5] - Management has invested in expanding content and attracting older players, which has contributed to the doubling of daily users over the past two years [6] Strategic Focus and Long-Term Vision - Roblox is exploring opportunities in AI-generated content and immersive communication, which could lead to new revenue streams beyond gaming [9] - The company aims to maintain a focus on business performance rather than stock price fluctuations, encouraging long-term investment strategies [8]

Arkham KnightRocksteadyNetflix has just purchased Warner Bros. Studios for $82.7 billion, and if that deal goes through, it will now own many of the most popular IPs on the planet, in addition to WB’s literal studios. One of those studios? WB Games, which was potentially going to be spun off of WB a while back, but that never happened, and now yes, it’s part of the Netflix deal. And that’s being mentioned in exactly 1% of the coverage today, with everything focused on theatrical releases and HBO Max.WB Game ...

Good morning. When experienced employees leave–whether they get laid off, or jump ship for a better opportunity–they take their years, if not decades, of experience with them. Over time, the company loses that institutional knowledge.But what happens when a company excels at keeping its workers? Nintendo, the Japanese video game giant, is an example. Its Japanese employees spend an average of 15 years at the company, which boasts a yearly retention rate of 98%. That’s not just better than the layoff-prone v ...

By Sabrina Valle NEW YORK, Dec 3 (Reuters) - The "fertile" conditions driving dealmaking in 2025 will persist through the end of the year and ​into the next as CEOs look for scale and private-equity firms ‌offload aging assets, according to Michal Katz, Mizuho Americas head of investment and corporate banking. This year ‌was dominated by megadeals over $10 billion, which more than doubled year-over-year to $1.3 trillion through Tuesday, according to data compiled by Dealogic. That included an $85 billion ...

Core Viewpoint - Kaskela Law LLC is investigating the proposed buyout of Electronic Arts Inc. to assess the fairness of the buyout agreement for shareholders [1][2]. Group 1: Buyout Details - On September 29, 2025, EA announced an agreement to be acquired by a consortium led by the Public Investment Fund of Saudi Arabia at a price of $210.00 per share in cash [2]. - Following the transaction's closure, EA shareholders will be cashed out, and the company's shares will cease to be publicly traded [2]. Group 2: Investigation Focus - The investigation aims to determine if the $210.00 per share offer is adequate compensation for EA shares [3]. - It will also examine whether EA's officers or directors violated their fiduciary duties or securities laws in agreeing to the sale at this price [3]. Group 3: Shareholder Communication - EA shareholders are encouraged to contact Kaskela Law LLC to discuss their legal rights and options regarding the transaction [4].

Welcome back everybody. Five things to know ahead of the opening bell. Chipmaker Marll beating third quarter earnings estimates and saying that it expects data center revenue to rise 25% next year.Marll also announcing that it will acquire hardware startup Celestial AI for at least $3.3% billion in cash and stock. And Marll shares are up by over 11% on all of this news. Identity management firm Octa topping earnings and revenue projections, but the stock is lower this morning.It's off by close to 4%. Octa d ...

A sign is posted in front of Electronic Arts headquarters in Redwood City, Calif. (Justin Sullivan / Getty Images) Saudi Arabia's Public Investment Fund could reportedly own nearly all of Electronic Arts Inc. under the buyout plan for the video game giant. The Saudi fund would own 93.4% of Redwood City-based EA, according to a Wall Street Journal report Tuesday, which cited a recent filing with a Brazilian antitrust regulator. Private equity firm Silver Lake Partners would own 5.5% of the gaming company, ...

Core Insights - The Public Investment Fund (PIF) is set to acquire a 93% ownership stake in a video game maker, which will require an additional investment of approximately $29 billion alongside its existing stake [1] Group 1 - PIF's total ownership in the video game company will reach 93% following the acquisition [1] - The additional investment needed for this acquisition is around $29 billion [1]

Key TakeawaysGoldman Sachs (GS) is set to acquire Innovator Capital Management in a $2 billion deal, significantly expanding its footprint in the rapidly growing defined-outcome and Bitcoin-linked ETF markets, with the transaction expected to close in Q2 2026.The Walt Disney Company (DIS) is in the final stages of its CEO succession race, with the board actively considering both internal and external candidates, including Electronic Arts (EA) CEO Andrew Wilson, for an announcement in early 2026.Hong Kong st ...

Core Insights - AI-driven shopping tools significantly increased U.S. online spending during Black Friday, with consumers opting for online platforms over physical stores due to budget constraints and tariff concerns [1] - U.S. online shoppers spent a record $11.8 billion, marking a 9.1% increase from 2024, as reported by Adobe Analytics [1] - E-commerce sales grew by 10.4%, outpacing in-store sales which only saw a 1.7% increase, according to Mastercard SpendingPulse [2] E-Commerce Performance - Online demand surged, with AI-driven traffic to U.S. retail websites increasing by 805% year-over-year [2] - Popular purchases included LEGO sets, Pokémon cards, Nintendo Switch, PS5 consoles, and Apple AirPods [2] - Globally, AI agents contributed to $14.2 billion in online Black Friday sales, with the U.S. accounting for $3 billion [3] Future Projections - Cyber Monday is expected to continue the spending trend, with projections of $14.2 billion in sales, a 6.3% increase year-over-year [4] Consumer Behavior - Despite increased spending, consumers purchased fewer items per order due to rising prices and inflation concerns [5] - Discount levels remained flat compared to 2024, limiting retailers' ability to offer significant promotions [5] - Shoppers expressed caution regarding overspending amid ongoing inflation and a soft labor market [5] Investment Opportunities - Several AI-based exchange-traded funds (ETFs) are highlighted as potential investment opportunities, including iShares U.S. Technology ETF (IYW), Global X Artificial Intelligence & Technology ETF (AIQ), and others [6]