Roblox Corp Ordinary Shares - Class A

RBLX: XNYS (USA)
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Roblox’s Platform Should Continue Attracting Users and Time Spent but Monetization Needs to Improve

Business Strategy and Outlook

Roblox has developed a unique business, and we don't see any peers with a similar offering from both the user and creator sides of its product. That said, the ability to sufficiently monetize customers remains a work in progress, and there is plenty of free-to-play video game competition, even if competitors don't offer the menu and constant variety of games.

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