胡世海
2021-11-30
[666]
@美股指南：
简单聊聊游戏公司 Roblox，一个元宇宙的概念股
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</span><br></p></body></html>","text":"[666]","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/609125394","repostId":877990404,"repostType":1,"repost":{"magic":2,"id":877990404,"tweetId":"877990404","gmtCreate":1637854052333,"gmtModify":1710321802899,"author":{"id":3462925010227720,"idStr":"3462925010227720","authorId":3462925010227720,"authorIdStr":"3462925010227720","name":"美股指南","avatar":"https://static.tigerbbs.com/f6e9d8a801c1c5de174d8280c281720b","vip":2,"userType":2,"introduction":"一名爱好美股、港股的程序猿","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3453,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/90f8945b66dbd43c852588ddd7a16c76","width":"688","height":"354"},{"img":"https://static.tigerbbs.com/a7b3735737b55e8b4b4601d8f0a8fc91","width":"688","height":"397"},{"img":"https://static.tigerbbs.com/1d46fb9a0218026abd0634322cf45e4d","width":"688","height":"354"},{"img":"https://static.tigerbbs.com/dc77a4b62b3f9b2f26e91e4e10eb3225","width":"688","height":"401"},{"img":"https://static.tigerbbs.com/088baf63c936cad00e48d86e135c5ced","width":"688","height":"361"},{"img":"https://static.tigerbbs.com/b3c4b3c81c50a2d3461a7512b3a64148","width":"688","height":"371"},{"img":"https://static.tigerbbs.com/2f4a85023f42afe53788d5abb11f3f16","width":"688","height":"220"},{"img":"https://static.tigerbbs.com/7f70c5e59ecf6ddd0a2a78ebd2696e9f","width":"688","height":"354"},{"img":"https://static.tigerbbs.com/eda6bfc2ce916af0f3b2c603df636498","width":"688","height":"386"},{"img":"https://static.tigerbbs.com/d024620632f51089dd92ae0fb745a64e","width":"688","height":"349"},{"img":"https://static.tigerbbs.com/6bbc76735398a051814b8137d061aa2d","width":"688","height":"396"},{"img":"https://static.tigerbbs.com/6e4abcf985cf631642390031c561c578","width":"688","height":"333"},{"img":"https://static.tigerbbs.com/e1a563bcd1ce94e32d269f595640457a","width":"688","height":"387"},{"img":"https://static.tigerbbs.com/49b99fb2c9f56503c2c68ebe73dbbe0f","width":"688","height":"375"},{"img":"https://static.tigerbbs.com/5df3442dcab52667a24af4c5de46f061","width":"688","height":"706"},{"img":"https://static.tigerbbs.com/92d7d6d0c741278f8da6a5e81da918fd","width":"688","height":"378"},{"img":"https://static.tigerbbs.com/abb95bae10f69a274deaa33645941a85","width":"688","height":"341"}],"coverImages":[{"img":"https://static.tigerbbs.com/90f8945b66dbd43c852588ddd7a16c76","width":"688","height":"354"},{"img":"https://static.tigerbbs.com/a7b3735737b55e8b4b4601d8f0a8fc91","width":"688","height":"397"},{"img":"https://static.tigerbbs.com/1d46fb9a0218026abd0634322cf45e4d","width":"688","height":"354"}],"title":"简单聊聊游戏公司 Roblox，一个元宇宙的概念股","extraTitle":"","html":"<html><head></head><body><blockquote>\n 摘要: 今天聊聊游戏公司Roblox, 三季度财报超预期后也是一路涨到了124，加上最近元宇宙的概念，RBLX也变得热门起来, 最近一段时间的交易比之前几个月高出了很多。本文首发于公众号: 美股指南\n</blockquote><p>最新的季度(2021Q3)数据显示，Roblox公司季度收入达5.09亿美元，同比增长102%。预售收入达6.38亿美元，同比增长28%。</p><p><a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Meta Platforms(FB)$</a> </p><p>自今年3月上市以来，Roblox公司一直处于亏损状态。今年一季度，净亏损达1.34亿美元，到二季度环比扩大至1.4亿美元，三季度亏损幅度虽有所收窄，但依然达到7400万美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5df3442dcab52667a24af4c5de46f061\" tg-width=\"688\" tg-height=\"706\"></p><h2><strong>营收(单位百万美元)</strong></h2><p>如果单看营收增速的话, Q1是140%， Q2是127%， Q3是102%, 是逐步下降的, 这个也是公司面临的一个困境吧</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f70c5e59ecf6ddd0a2a78ebd2696e9f\" tg-width=\"688\" tg-height=\"354\"></p><h2><strong>收入成本 (单位百万美元)</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc77a4b62b3f9b2f26e91e4e10eb3225\" tg-width=\"688\" tg-height=\"401\"></p><h2><strong>研发成本</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d024620632f51089dd92ae0fb745a64e\" tg-width=\"688\" tg-height=\"349\"></p><h2><strong>人事费用, 不包含股票薪酬</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e4abcf985cf631642390031c561c578\" tg-width=\"688\" tg-height=\"333\"></p><h2><strong>基础设施成本</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abb95bae10f69a274deaa33645941a85\" tg-width=\"688\" tg-height=\"341\"></p><h2><strong>GAAP 净亏损</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eda6bfc2ce916af0f3b2c603df636498\" tg-width=\"688\" tg-height=\"386\"></p><h2><strong>非 GAAP 财务指标对账</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f4a85023f42afe53788d5abb11f3f16\" tg-width=\"688\" tg-height=\"220\"></p><h2><strong>预定量</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/088baf63c936cad00e48d86e135c5ced\" tg-width=\"688\" tg-height=\"361\"></p><h2><strong>调整后的 EBITDA</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92d7d6d0c741278f8da6a5e81da918fd\" tg-width=\"688\" tg-height=\"378\"></p><h2><strong>经营现金流</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/90f8945b66dbd43c852588ddd7a16c76\" tg-width=\"688\" tg-height=\"354\"></p><h2><strong>自由现金流</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bbc76735398a051814b8137d061aa2d\" tg-width=\"688\" tg-height=\"396\"></p><h2><strong>日活数据</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7b3735737b55e8b4b4601d8f0a8fc91\" tg-width=\"688\" tg-height=\"397\"></p><h2><strong>年龄分布</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1a563bcd1ce94e32d269f595640457a\" tg-width=\"688\" tg-height=\"387\"></p><h2><strong>游戏时长</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49b99fb2c9f56503c2c68ebe73dbbe0f\" tg-width=\"688\" tg-height=\"375\"></p><h2><strong>游戏时长、年龄、地域分布</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d46fb9a0218026abd0634322cf45e4d\" tg-width=\"688\" tg-height=\"354\"></p><h2><strong>获客成本</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3c4b3c81c50a2d3461a7512b3a64148\" tg-width=\"688\" tg-height=\"371\"></p></body></html>","htmlText":"<html><head></head><body><blockquote>\n 摘要: 今天聊聊游戏公司Roblox, 三季度财报超预期后也是一路涨到了124，加上最近元宇宙的概念，RBLX也变得热门起来, 最近一段时间的交易比之前几个月高出了很多。本文首发于公众号: 美股指南\n</blockquote><p>最新的季度(2021Q3)数据显示，Roblox公司季度收入达5.09亿美元，同比增长102%。预售收入达6.38亿美元，同比增长28%。</p><p><a target=\"_blank\" href=\"https://laohu8.com/S/RBLX\">$Roblox Corporation(RBLX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Meta Platforms(FB)$</a> </p><p>自今年3月上市以来，Roblox公司一直处于亏损状态。今年一季度，净亏损达1.34亿美元，到二季度环比扩大至1.4亿美元，三季度亏损幅度虽有所收窄，但依然达到7400万美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5df3442dcab52667a24af4c5de46f061\" tg-width=\"688\" tg-height=\"706\"></p><h2><strong>营收(单位百万美元)</strong></h2><p>如果单看营收增速的话, Q1是140%， Q2是127%， Q3是102%, 是逐步下降的, 这个也是公司面临的一个困境吧</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f70c5e59ecf6ddd0a2a78ebd2696e9f\" tg-width=\"688\" tg-height=\"354\"></p><h2><strong>收入成本 (单位百万美元)</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc77a4b62b3f9b2f26e91e4e10eb3225\" tg-width=\"688\" tg-height=\"401\"></p><h2><strong>研发成本</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d024620632f51089dd92ae0fb745a64e\" tg-width=\"688\" tg-height=\"349\"></p><h2><strong>人事费用, 不包含股票薪酬</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e4abcf985cf631642390031c561c578\" tg-width=\"688\" tg-height=\"333\"></p><h2><strong>基础设施成本</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/abb95bae10f69a274deaa33645941a85\" tg-width=\"688\" tg-height=\"341\"></p><h2><strong>GAAP 净亏损</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eda6bfc2ce916af0f3b2c603df636498\" tg-width=\"688\" tg-height=\"386\"></p><h2><strong>非 GAAP 财务指标对账</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f4a85023f42afe53788d5abb11f3f16\" tg-width=\"688\" tg-height=\"220\"></p><h2><strong>预定量</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/088baf63c936cad00e48d86e135c5ced\" tg-width=\"688\" tg-height=\"361\"></p><h2><strong>调整后的 EBITDA</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92d7d6d0c741278f8da6a5e81da918fd\" tg-width=\"688\" tg-height=\"378\"></p><h2><strong>经营现金流</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/90f8945b66dbd43c852588ddd7a16c76\" tg-width=\"688\" tg-height=\"354\"></p><h2><strong>自由现金流</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6bbc76735398a051814b8137d061aa2d\" tg-width=\"688\" tg-height=\"396\"></p><h2><strong>日活数据</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a7b3735737b55e8b4b4601d8f0a8fc91\" tg-width=\"688\" tg-height=\"397\"></p><h2><strong>年龄分布</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e1a563bcd1ce94e32d269f595640457a\" tg-width=\"688\" tg-height=\"387\"></p><h2><strong>游戏时长</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49b99fb2c9f56503c2c68ebe73dbbe0f\" tg-width=\"688\" tg-height=\"375\"></p><h2><strong>游戏时长、年龄、地域分布</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d46fb9a0218026abd0634322cf45e4d\" tg-width=\"688\" tg-height=\"354\"></p><h2><strong>获客成本</strong></h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3c4b3c81c50a2d3461a7512b3a64148\" tg-width=\"688\" tg-height=\"371\"></p></body></html>","text":"摘要: 今天聊聊游戏公司Roblox, 三季度财报超预期后也是一路涨到了124，加上最近元宇宙的概念，RBLX也变得热门起来, 最近一段时间的交易比之前几个月高出了很多。本文首发于公众号: 美股指南 最新的季度(2021Q3)数据显示，Roblox公司季度收入达5.09亿美元，同比增长102%。预售收入达6.38亿美元，同比增长28%。 $Roblox Corporation(RBLX)$ $特斯拉(TSLA)$ $Meta Platforms(FB)$ 自今年3月上市以来，Roblox公司一直处于亏损状态。今年一季度，净亏损达1.34亿美元，到二季度环比扩大至1.4亿美元，三季度亏损幅度虽有所收窄，但依然达到7400万美元。 营收(单位百万美元) 如果单看营收增速的话, Q1是140%， Q2是127%， Q3是102%, 是逐步下降的, 这个也是公司面临的一个困境吧 收入成本 (单位百万美元) 研发成本 人事费用, 不包含股票薪酬 基础设施成本 GAAP 净亏损 非 GAAP 财务指标对账 预定量 调整后的 EBITDA 经营现金流 自由现金流 日活数据 年龄分布 游戏时长 游戏时长、年龄、地域分布 获客成本","highlighted":1,"essential":1,"paper":2,"link":"https://laohu8.com/post/877990404","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["TSLA","RBLX","FB"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":775,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1390,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":5,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/609125394"}
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