Roblox：生态繁荣创纪录，为何市场不买账？

大家好，我是海豚君！ $罗布乐思(RBLX.US) 美东时间 10 月 30 日美股盘前发布了 2025 财年第三季度业绩。整体业绩全面超预期，但市场可能不满的是，四季度亏损超预期和指引隐含的增长趋势（放缓过快）。 海豚君认为，这背后本质上还是畏高心理，高估值下加剧了对后续高增长持续性的担忧（尤其是考虑到二季度爆款游戏 Grow a Garden 的用户粘性走弱下），因而选择兑现利好离开。但中长期 ...
Retail Dive

Mattel to bring more toy franchises to Roblox

The company will launch its Monster High experience on the online game platform this week, soon followed by Hot Wheels, ...

Roblox: Q3 Earnings Snapshot

SAN MATEO, Calif. (AP) — SAN MATEO, Calif. (AP) — Roblox Corp. (RBLX) on Thursday reported a loss of $255.6 million in its third quarter. The San Mateo, California-based company said it had a loss of ...