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Roblox (RBLX): Business Overview and Future (What you need to know!)
Recorded mid December 2023. We discuss the current and future outlook of Roblox with a focus on financials.
OUTLINE:
0:00 Intro
1:11 Overview of the business
5:00 Being a social network vs. gaming platform
5:43 Financial overview
7:06 How does Roblox turn around their profitability? Biggest expense buckets
11:51 Structure and components of Roblox business, 3 primary parts: client, studio, and cloud and 8 groups
14:30 Roblox creator economics and definition of a creator
17:45 Growth opportunities: where will Roblox find user or revenue growth?
37:12 AI applications and opportunities for Roblox
43:35 Regulation risk
44:19 Biggest challenges = social competition
46:55 Roblox’s stock based compensation problem
51:17 Future outlook
SUBSCRIBE TO GAMEMAKERS:
- Spotify Podcast: https://spoti.fi/3Cpyq7i
- Newsletter: https://gamemakers.substack.com/
😃 —CONNECT WITH ME! —
• MY INSTAGRAM → @jokim1
• TWITTER → @jokim1
• LINKEDIN → https://www.linkedin.com/in/jokim/
— POPULAR CONTENT —
🤑 Economy of the Metaverse with Tim Sweeney https://youtu.be/h6ClJxjuRvw
ℹ️ How to Build the Amazon of Game Companies https://youtu.be/bkd2TOpKt4I
🔮 Gaming Trends | A Look Ahead at 2021 https://youtu.be/NejFzHtpiZI
🖥️ The Future of PC Gaming https://youtu.be/_QT7O3Wxi2s
🔴 Games Industry M&A https://youtu.be/65nyPk6WNrs
🔴 Netcode for Multiplayer Games https://youtu.be/tHq3PzmjhLw
🔴 IDFA Deprecation Product Impact https://youtu.be/Ojec4wGKpso
🔴 Trip Hawkins on the New High Score https://youtu.be/5egTSQ6AiRA
🔴 LiveOps F2P Best Practices https://youtu.be/tmzqqnYbjNY
View all episodes
By Joseph Kim
4.9
77 ratings
Recorded mid December 2023. We discuss the current and future outlook of Roblox with a focus on financials.
OUTLINE:
0:00 Intro
1:11 Overview of the business
5:00 Being a social network vs. gaming platform
5:43 Financial overview
7:06 How does Roblox turn around their profitability? Biggest expense buckets
11:51 Structure and components of Roblox business, 3 primary parts: client, studio, and cloud and 8 groups
14:30 Roblox creator economics and definition of a creator
17:45 Growth opportunities: where will Roblox find user or revenue growth?
37:12 AI applications and opportunities for Roblox
43:35 Regulation risk
44:19 Biggest challenges = social competition
46:55 Roblox’s stock based compensation problem
51:17 Future outlook
SUBSCRIBE TO GAMEMAKERS:
- Spotify Podcast: https://spoti.fi/3Cpyq7i
- Newsletter: https://gamemakers.substack.com/
😃 —CONNECT WITH ME! —
• MY INSTAGRAM → @jokim1
• TWITTER → @jokim1
• LINKEDIN → https://www.linkedin.com/in/jokim/
— POPULAR CONTENT —
🤑 Economy of the Metaverse with Tim Sweeney https://youtu.be/h6ClJxjuRvw
ℹ️ How to Build the Amazon of Game Companies https://youtu.be/bkd2TOpKt4I
🔮 Gaming Trends | A Look Ahead at 2021 https://youtu.be/NejFzHtpiZI
🖥️ The Future of PC Gaming https://youtu.be/_QT7O3Wxi2s
🔴 Games Industry M&A https://youtu.be/65nyPk6WNrs
🔴 Netcode for Multiplayer Games https://youtu.be/tHq3PzmjhLw
🔴 IDFA Deprecation Product Impact https://youtu.be/Ojec4wGKpso
🔴 Trip Hawkins on the New High Score https://youtu.be/5egTSQ6AiRA
🔴 LiveOps F2P Best Practices https://youtu.be/tmzqqnYbjNY
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