Roblox Corp. cov khoom lag luam txuas ntxiv muag tawm rau hnub Friday raws li cov kws tshuaj ntsuam tau nug txog cov phiaj xwm loj hlob tau nthuav tawm ntawm lub tuam txhab social-media hnub ua lag luam rau hnub Thursday thiab Lub Yim Hli kev ua tau zoo uas tau qis dua qhov kev cia siab.
Wedbush tus kws tshuaj ntsuam xyuas Nick McKay, uas muaj qhov ntsuas nruab nrab thiab $ 34 tus nqi lub hom phiaj, yog qee qhov tsis ntseeg ntawm qee qhov tshiab uas lub tuam txhab tau muab thiab hais tias "peb xav tias ob peb lub tswv yim tuaj yeem ua pov thawj los ua qhov nyuaj rau kev loj hlob ntxiv ntawm tus nqi siab. ”
Nyeem: Puas yog metaverse pioneer Roblox npaj rau kev sib tw hnyav? Tus kws tshuaj ntsuam no tsis xav li ntawd
Piv txwv li, Roblox cov thawj coj tau tshaj tawm rau hnub Thursday lawv yuav pib muab avatar hloov kho tshiab, lub peev xwm los rhuav tshem cov khoom hauv-kev ua si, thiab kev sib tham hauv-kev ua si, hom ntawv tsis yog browser PC, thiab kev tshaj tawm rau cov neeg siv hnub nyoog qis dua 13 xyoos.
"Tshwj xeeb, peb tsis ntseeg tias Roblox lub tshuab ua si muaj zog txaus los ua kom nws khaws cov neeg siv laus thiab muaj nyiaj ntau dua," McKay tau hais. "Nyob rau hauv peb lub tswv yim, Roblox platform cov duab zoo li piv rau cov uas pom nyob rau hauv consoles ib xyoo caum los yog ntau tshaj dhau los nyob rau hauv tej yam xwm txheej, thiab ob peb lub tswv yim uas nws tau nthuav tawm nyob rau hauv nws hnub kws tshuaj ntsuam tau pom tias twb muaj cov ntsiab lus pov thawj los ntawm lwm lub platforms."
Roblox tseem ntsib cov teeb meem rau nws lub cav game los ntawm cov tuam txhab xws li Unity Software Inc.
U,
-6.57%,
McKay hais.
"Kev ua si cav zoo li Unity muaj zog dua Roblox lub cav, thiab muaj kev ywj pheej sib npaug, qhia tias lub tuam txhab zoo li Unity tuaj yeem txiav Roblox tus qauv kev lag luam thiab faib ib feem ntau ntawm cov ntawv txais nyiaj nrog cov neeg tsim khoom dua li sib koom los ntawm Roblox," McKay tau hais. "Vim tias kwv yees li 70% ntawm txhua qhov kev ua si tam sim no tau tsim los siv Unity, qhov no zoo li qhov teeb meem muaj peev xwm rau Roblox."
Nyeem: AppLovin muab cov lus nug los ua ke nrog Unity Software
Jefferies tus kws tshuaj ntsuam Andrew Uerkwitz tau hais tias thaum lub Yim Hli qhov kev pom zoo ntawm kev sau npe nyob rau hauv-kab nrog nws qhov kev kwv yees, nws tau txhawj xeeb txog lub tuam txhab cov phiaj xwm rau kev tshaj tawm platform.
Uerkwitz tau hais tias "Qhov kev tshaj tawm tsis zoo hauv lub vev xaib, hauv peb qhov kev xav, tuaj yeem qhib txoj hauv kev tshiab rau kev paub dhau los kom tau nyiaj thiab koom nrog cov neeg siv," Uerkwitz tau hais. "Yog tias ua tiav, nws muaj peev xwm rau kev lag luam tshaj tawm kom loj npaum li kev siv nyiaj hauv kev paub."
"Txawm li cas los xij, peb kuj pom Pandora lub thawv teeb meem uas tuaj yeem tshwm sim nrog kev tshaj tawm," said Uerkwitz, uas muaj kev tuav pov hwm thiab tus nqi $ 43 lub hom phiaj, tau sau. "Yog li ntawd, peb cia siab tias Roblox yuav maj mam nthuav tawm cov khoom lag luam thiab peb tsis pom cov khoom siv hauv 2022 lossis 2023."
Stifel kws tshuaj ntsuam Drew Crum tau sau tias thaum Lub Yim Hli bookings ntawm $ 233 lab rau $ 237 lab tau ua raws li lub caij nyoog, lawv tau kwv yees li $ 6 lab hauv qab nws qhov kev kwv yees "thiab tau tshwm sim ua rau poob siab rau kev lag luam nrog cov khoom lag luam tawm tom qab tshaj tawm ntawm qhov ntsuas no."
Cov ntawv teev npe, lossis cov nyiaj tau los ntxiv rau kev hloov pauv ntawm cov nyiaj tau los, yog qhov tseem ceeb tshwj xeeb txij li Roblox tsis ntev los no tau tshaj tawm surprise poob rau booking, lawv qhov thib ob xyoo dhau ib xyoo peb lub hlis twg poob ua ke. Rov qab rau Lub Tsib Hlis, thaum Roblox tau tshaj tawm txog qhov poob qis hauv kev booking, Tshuag tau teev nws qhov kev ua haujlwm tsis zoo ib hnub txij li nws mus rau pej xeem.
Crum, uas muaj qhov kev yuav khoom thiab $ 50 lub hom phiaj ntawm tus nqi ntawm cov khoom lag luam, hais tias Roblox qhov kev thawb mus rau cov neeg siv qub - uas cuam tshuam rau kev nyiam cov neeg siv tshiab thaum khaws cov players uas pib siv Roblox thaum lawv tweens - yog qhov tseem ceeb rau nws qhov kev yuav thesis. Roblox tau hais tias nws tau nce 17-rau-24-xyoo-laus cov neeg siv los ntawm 40% thaum Lub Yim Hli.
Cov pab pawg no yog "kev npaj los ua Roblox cov pab pawg loj tshaj plaws nyob rau yav tom ntej," Crum hais. "Peb pom qhov no yog qhov tseem ceeb vim cov menyuam yaus / cov neeg laus nyiam kom tau nyiaj zoo dua thiab cov menyuam yau."
Roblox ua haujlwm li cas: 5 yam yuav tsum paub txog tween-centric gaming platform
JP Morgan tus kws tshuaj ntsuam David Karnovsky, uas muaj qhov hnyav hnyav thiab lub hom phiaj tus nqi ntawm $ 53, kuj tau hais tias ob qho tib si lub Yim Hli thiab cov neeg siv niaj hnub siv ntawm 59.9 lab tau qis dua nws qhov kev cia siab. Thaum lub tuam txhab tsis tau muab cov kev kwv yees tshiab, Karnovsky tau hais tias Roblox "tau tawm tswv yim dav dav ntawm cov paj, hais tias nrog kev loj hlob ntawm cov ntawv, cov txiaj ntsig tuaj yeem rov qab mus rau qib ua ntej-COVID."
Lub caij no, Roblox tab tom npaj txoj kev loj hlob, thiab qhov ntawd txhais tau hais tias qhov siab siab, sau Jefferies 'Uerkwitz
"Lub tuam txhab tau tsom mus rau 10xing kev lag luam," Uerkwitz tau hais. "Qhov no yuav zoo li ua kom cov nyiaj tau los cuam tshuam rau lub sijhawm luv thiab ntev."
Ntawm 23 tus kws tshuaj ntsuam xyuas uas suav nrog Roblox, 12 muaj kev yuav khoom qib, yim tau tuav cov qhab nia, thiab peb muaj muag-qib ntsuam xyuas, nrog tus nqi nruab nrab ntawm lub hom phiaj ntawm $ 45.06, nqis los ntawm $ 45.44 tsis ntev los no. Rov qab rau lub Rau Hli 2021, tag nrho yim tus kws tshuaj ntsuam xyuas txog Roblox tau txais qib yuav khoom, uas nws nyiam rau rau lub hlis twg, raws li FactSet cov ntaub ntawv.
Roblox shares poob 61.7% rau lub xyoo, piv nrog 18.7% poob hauv S&P 500 Performance index
SPX,
-0.72%
thiab 26.8% poob rau hauv tech-heavy Nasdaq Composite Index
COMP,
-0.90%
Tau qhov twg los: https://www.marketwatch.com/story/roblox-stock-drops-as-wall-street-sees-a-pandoras-box-of-problems-11663356751?siteid=yhoof2&yptr=yahoo
Roblox cov khoom poob qis thaum Wall Street pom 'Pandora's lub thawv teeb meem'
Roblox Corp. cov khoom lag luam txuas ntxiv muag tawm rau hnub Friday raws li cov kws tshuaj ntsuam tau nug txog cov phiaj xwm loj hlob tau nthuav tawm ntawm lub tuam txhab social-media hnub ua lag luam rau hnub Thursday thiab Lub Yim Hli kev ua tau zoo uas tau qis dua qhov kev cia siab.
Wedbush tus kws tshuaj ntsuam xyuas Nick McKay, uas muaj qhov ntsuas nruab nrab thiab $ 34 tus nqi lub hom phiaj, yog qee qhov tsis ntseeg ntawm qee qhov tshiab uas lub tuam txhab tau muab thiab hais tias "peb xav tias ob peb lub tswv yim tuaj yeem ua pov thawj los ua qhov nyuaj rau kev loj hlob ntxiv ntawm tus nqi siab. ”
Nyeem: Puas yog metaverse pioneer Roblox npaj rau kev sib tw hnyav? Tus kws tshuaj ntsuam no tsis xav li ntawd
Piv txwv li, Roblox cov thawj coj tau tshaj tawm rau hnub Thursday lawv yuav pib muab avatar hloov kho tshiab, lub peev xwm los rhuav tshem cov khoom hauv-kev ua si, thiab kev sib tham hauv-kev ua si, hom ntawv tsis yog browser PC, thiab kev tshaj tawm rau cov neeg siv hnub nyoog qis dua 13 xyoos.
"Tshwj xeeb, peb tsis ntseeg tias Roblox lub tshuab ua si muaj zog txaus los ua kom nws khaws cov neeg siv laus thiab muaj nyiaj ntau dua," McKay tau hais. "Nyob rau hauv peb lub tswv yim, Roblox platform cov duab zoo li piv rau cov uas pom nyob rau hauv consoles ib xyoo caum los yog ntau tshaj dhau los nyob rau hauv tej yam xwm txheej, thiab ob peb lub tswv yim uas nws tau nthuav tawm nyob rau hauv nws hnub kws tshuaj ntsuam tau pom tias twb muaj cov ntsiab lus pov thawj los ntawm lwm lub platforms."
Roblox tseem ntsib cov teeb meem rau nws lub cav game los ntawm cov tuam txhab xws li Unity Software Inc.
-6.57% ,
U,
McKay hais.
"Kev ua si cav zoo li Unity muaj zog dua Roblox lub cav, thiab muaj kev ywj pheej sib npaug, qhia tias lub tuam txhab zoo li Unity tuaj yeem txiav Roblox tus qauv kev lag luam thiab faib ib feem ntau ntawm cov ntawv txais nyiaj nrog cov neeg tsim khoom dua li sib koom los ntawm Roblox," McKay tau hais. "Vim tias kwv yees li 70% ntawm txhua qhov kev ua si tam sim no tau tsim los siv Unity, qhov no zoo li qhov teeb meem muaj peev xwm rau Roblox."
Nyeem: AppLovin muab cov lus nug los ua ke nrog Unity Software
Jefferies tus kws tshuaj ntsuam Andrew Uerkwitz tau hais tias thaum lub Yim Hli qhov kev pom zoo ntawm kev sau npe nyob rau hauv-kab nrog nws qhov kev kwv yees, nws tau txhawj xeeb txog lub tuam txhab cov phiaj xwm rau kev tshaj tawm platform.
Uerkwitz tau hais tias "Qhov kev tshaj tawm tsis zoo hauv lub vev xaib, hauv peb qhov kev xav, tuaj yeem qhib txoj hauv kev tshiab rau kev paub dhau los kom tau nyiaj thiab koom nrog cov neeg siv," Uerkwitz tau hais. "Yog tias ua tiav, nws muaj peev xwm rau kev lag luam tshaj tawm kom loj npaum li kev siv nyiaj hauv kev paub."
"Txawm li cas los xij, peb kuj pom Pandora lub thawv teeb meem uas tuaj yeem tshwm sim nrog kev tshaj tawm," said Uerkwitz, uas muaj kev tuav pov hwm thiab tus nqi $ 43 lub hom phiaj, tau sau. "Yog li ntawd, peb cia siab tias Roblox yuav maj mam nthuav tawm cov khoom lag luam thiab peb tsis pom cov khoom siv hauv 2022 lossis 2023."
Stifel kws tshuaj ntsuam Drew Crum tau sau tias thaum Lub Yim Hli bookings ntawm $ 233 lab rau $ 237 lab tau ua raws li lub caij nyoog, lawv tau kwv yees li $ 6 lab hauv qab nws qhov kev kwv yees "thiab tau tshwm sim ua rau poob siab rau kev lag luam nrog cov khoom lag luam tawm tom qab tshaj tawm ntawm qhov ntsuas no."
Cov ntawv teev npe, lossis cov nyiaj tau los ntxiv rau kev hloov pauv ntawm cov nyiaj tau los, yog qhov tseem ceeb tshwj xeeb txij li Roblox tsis ntev los no tau tshaj tawm surprise poob rau booking, lawv qhov thib ob xyoo dhau ib xyoo peb lub hlis twg poob ua ke. Rov qab rau Lub Tsib Hlis, thaum Roblox tau tshaj tawm txog qhov poob qis hauv kev booking, Tshuag tau teev nws qhov kev ua haujlwm tsis zoo ib hnub txij li nws mus rau pej xeem.
Crum, uas muaj qhov kev yuav khoom thiab $ 50 lub hom phiaj ntawm tus nqi ntawm cov khoom lag luam, hais tias Roblox qhov kev thawb mus rau cov neeg siv qub - uas cuam tshuam rau kev nyiam cov neeg siv tshiab thaum khaws cov players uas pib siv Roblox thaum lawv tweens - yog qhov tseem ceeb rau nws qhov kev yuav thesis. Roblox tau hais tias nws tau nce 17-rau-24-xyoo-laus cov neeg siv los ntawm 40% thaum Lub Yim Hli.
Cov pab pawg no yog "kev npaj los ua Roblox cov pab pawg loj tshaj plaws nyob rau yav tom ntej," Crum hais. "Peb pom qhov no yog qhov tseem ceeb vim cov menyuam yaus / cov neeg laus nyiam kom tau nyiaj zoo dua thiab cov menyuam yau."
Roblox ua haujlwm li cas: 5 yam yuav tsum paub txog tween-centric gaming platform
JP Morgan tus kws tshuaj ntsuam David Karnovsky, uas muaj qhov hnyav hnyav thiab lub hom phiaj tus nqi ntawm $ 53, kuj tau hais tias ob qho tib si lub Yim Hli thiab cov neeg siv niaj hnub siv ntawm 59.9 lab tau qis dua nws qhov kev cia siab. Thaum lub tuam txhab tsis tau muab cov kev kwv yees tshiab, Karnovsky tau hais tias Roblox "tau tawm tswv yim dav dav ntawm cov paj, hais tias nrog kev loj hlob ntawm cov ntawv, cov txiaj ntsig tuaj yeem rov qab mus rau qib ua ntej-COVID."
Lub caij no, Roblox tab tom npaj txoj kev loj hlob, thiab qhov ntawd txhais tau hais tias qhov siab siab, sau Jefferies 'Uerkwitz
"Lub tuam txhab tau tsom mus rau 10xing kev lag luam," Uerkwitz tau hais. "Qhov no yuav zoo li ua kom cov nyiaj tau los cuam tshuam rau lub sijhawm luv thiab ntev."
Ntawm 23 tus kws tshuaj ntsuam xyuas uas suav nrog Roblox, 12 muaj kev yuav khoom qib, yim tau tuav cov qhab nia, thiab peb muaj muag-qib ntsuam xyuas, nrog tus nqi nruab nrab ntawm lub hom phiaj ntawm $ 45.06, nqis los ntawm $ 45.44 tsis ntev los no. Rov qab rau lub Rau Hli 2021, tag nrho yim tus kws tshuaj ntsuam xyuas txog Roblox tau txais qib yuav khoom, uas nws nyiam rau rau lub hlis twg, raws li FactSet cov ntaub ntawv.
Roblox shares poob 61.7% rau lub xyoo, piv nrog 18.7% poob hauv S&P 500 Performance index
-0.72%
-0.90%
SPX,
thiab 26.8% poob rau hauv tech-heavy Nasdaq Composite Index
COMP,
Tau qhov twg los: https://www.marketwatch.com/story/roblox-stock-drops-as-wall-street-sees-a-pandoras-box-of-problems-11663356751?siteid=yhoof2&yptr=yahoo