Roblox sib koom poob 20% tom qab Q2 tsab ntawv ceeb toom

Shares ntawm Roblox Corp (NYSE: RBLX) tau nqis ze li ntawm 20% hauv kev lag luam txuas ntxiv rau hnub Tuesday tom qab lub tuam txhab videogame tau tshaj tawm tsis muaj zog tshaj li qhov kev cia siab rau nws cov nyiaj txiag lub quarter thib ob.

Koj yuav tsum muag Roblox shares ntawm qhov tsis muaj zog?

Daim duab "bookings" tau poob siab tshwj xeeb vim lawv poob qis hauv lub quarter dhau los thiab. Roblox, txawm li cas los xij, tau hais tias qhov kev muag khoom tseem ceeb tau nce 8.0% mus rau 10% thaum Lub Xya Hli, qhia tias tej yam yuav zoo dua mus tom ntej.

Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?

Sau npe rau Invezz cov ntawv xov xwm, hnub no.

Tau ua tus tau txais txiaj ntsig thoob ntiaj teb, RBLX tau tawm tsam nyuaj heev thiab. Ntawm CNBC's "Closing Bell: Overtime", Requisite Capital's Bryn Talkington tau hais tias:

ABPDAU tau nqis 21% tab sis tseem loj hlob mus ntev. Comps tau nyuaj heev vim txhua tus tau tawm thiab txog thaum lub caij ntuj sov. Cov khoom lag luam zoo tshaj 100% tawm ntawm nws qhov qis. Yog li, tom qab hu, yog tias nws qhib tag kis tsuas yog 5% mus rau 10%, kuv xav tias nws tseem yog qhov yeej rau Roblox shareholders.

Roblox shares tam sim no poob 55% rau lub xyoo.

Cov ntsiab lus tseem ceeb los ntawm Roblox Q2 daim ntawv qhia nyiaj tau los

• Poob $ 176.4 lab piv rau xyoo dhau los $ 140.1 lab
• Ib qho kev poob poob nce ntawm 25 xees mus rau 30 xees
• Cov nyiaj tau los tau nce 30% los ntawm tib lub hlis twg xyoo tas los
• Bookings swb 4.0% xyoo dhau los rau $639.9 lab
• Xaus nrog 52.2 lab DAUs, nce 21% YoY
• Qhov nruab nrab booking ib DAU tanked 21% rau $12.25

FactSet kev pom zoo yog 25 xees ib feem ntawm kev poob ntawm $ 683.6 lab hauv booking. Hauv nyiaj tau los tshaj tawm, CFO Michael Guthrie tau hais tias:

Peb tseem tsom ntsoov rau kev nqis peev hauv cov tswv yim uas peb ntseeg tias yuav ua rau muaj kev loj hlob ntawm lub platform thiab monetisation. Peb muaj lub cib fim zoo kawg li thaum peb txuas ntxiv txheeb xyuas lub neej yav tom ntej ntawm pawg kev sib koom ua ke tshiab no.

Wall Street tam sim no muaj kev pom zoo "overweight" kev ntsuam xyuas ntawm Roblox shares.