That's a strong position and supportive of the bull case. Next, in my previous analysis, I estimated that Roblox was likely to deliver about $850 million in free cash flow in 2025.

Roblox is benefitting from unit economies, with bookings growth outpacing the growth in fixed growth. I expect Roblox to exceed management’s full-year guidance for bookings and free cash flow ...

Roblox investors are focusing on a path to profitability after the metaverse pioneer reported a wider-than-expected Q1 loss Wednesday morning. But the company reported an unexpected beat of free ...