Ichua
2021-08-26
Yay
Roblox Is Feeling Reopening Headwinds
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
4
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":810370124,"tweetId":"810370124","gmtCreate":1629947938068,"gmtModify":1631890394283,"author":{"id":3554848762875033,"idStr":"3554848762875033","authorId":3554848762875033,"authorIdStr":"3554848762875033","name":"Ichua","avatar":"https://static.tigerbbs.com/175ebc8e659de3f491645e9236066d54","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":24,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Yay</p></body></html>","htmlText":"<html><head></head><body><p>Yay</p></body></html>","text":"Yay","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/810370124","repostId":1132822663,"repostType":4,"repost":{"id":"1132822663","kind":"news","pubTimestamp":1629947788,"share":"https://www.laohu8.com/m/news/1132822663?lang=&edition=full","pubTime":"2021-08-26 11:16","market":"us","language":"en","title":"Roblox Is Feeling Reopening Headwinds","url":"https://stock-news.laohu8.com/highlight/detail?id=1132822663","media":"Motley Fool","summary":"Key Points\n\nEngagement from players in the U.S. and Canada decreased by 9% from the year prior.\nThe ","content":"<p>Key Points</p>\n<ul>\n <li>Engagement from players in the U.S. and Canada decreased by 9% from the year prior.</li>\n <li>The decreasing engagement was apparent in regions that were reopening economies.</li>\n <li>This will be something management will need to navigate for several quarters.</li>\n</ul>\n<p></p>\n<p><b>Roblox</b>(NYSE:RBLX)is a gaming platform that lets players personalize their avatars with items like clothing, gear, and simulated gestures. The site also includes experiences that players can join and play together.</p>\n<p>The site is free to join but has plenty of features that players need to pay for. That's how Roblox makes its money -- by selling the in-game currency (Robux) that's required to buy featured items or enter certain areas on the platform. The more time players spend on the platform, the higher the likelihood they will spend Robux. Therefore, reopening economies could present a headwind for Roblox as kids (who represent a majority of the platform's users) have less leisure time and return to school and resume other activities.</p>\n<p>Roblox reported second-quarter financial results on Aug. 16 for the three months ending June 30. The announcement highlighted the effect reopening economies are having on time spent on the Roblox platform. The company breaks down engagement from different regions.</p>\n<p>Interestingly, engagement from users in the U.S., Canada, and Europe dropped off from the same time last year and the quarter before. Uncoincidentally, these areas have some of the highest vaccination rates among their population and are subsequently further along in reopening their economies.</p>\n<p>To quantify the effect, time spent on Roblox in the U.S. and Canada across all users in the second quarter was 2.9 billion hours, down 9% from last year's 3.2 billion hours during the same quarter. That figure is also down from the 3.2 billion hours engaged from the first quarter of this year.</p>\n<p>Similarly, although not as significantly, time spent on Roblox decreased in Europe in the most recent quarter, dropping 2% to 2.36 billion hours from the 2.41 billion hours in the year before. The drop was more noticeable in Europe from the previous quarter, where the total time spent on Roblox was 2.73 billion hours.</p>\n<p>Those two regions account for more than 50% of the total 9.2 billion hours of engagement on Roblox in Q2. The trend could worsen as more of the world gets vaccinated against COVID-19, and economic reopenings gain steam. That being said, another change of direction is not out of the question. The delta variant is causing some economies to rethink reopening strategies, and other variants in the future could further hamper the reopening efforts.</p>\n<p>The reversal of high levels of engagement as economies reopen is to be expected and not necessarily a feared outcome. Shareholders might want to breathe a sigh of relief that the reversal of the trend has been modest so far. Consider that at the pandemic onset, overall engagement on the platform jumped by 164% from the year before. To give back 9% and 2% of that increase from the U.S., Canada, and Europe is not a terrible outcome following such dramatic growth.</p>\n<p>Still, this was only the first quarter of economic reopening efforts, and decreasing engagement could continue. This is a challenge that management will likely have to navigate for several quarters. If Roblox can keep those decreases at less than 10%, investors should be pleased with the results each quarter.</p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Roblox Is Feeling Reopening Headwinds</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRoblox Is Feeling Reopening Headwinds\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 11:16 GMT+8 <a href=https://www.fool.com/investing/2021/08/25/roblox-is-feeling-reopening-headwinds/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Key Points\n\nEngagement from players in the U.S. and Canada decreased by 9% from the year prior.\nThe decreasing engagement was apparent in regions that were reopening economies.\nThis will be something ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/08/25/roblox-is-feeling-reopening-headwinds/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation"},"source_url":"https://www.fool.com/investing/2021/08/25/roblox-is-feeling-reopening-headwinds/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132822663","content_text":"Key Points\n\nEngagement from players in the U.S. and Canada decreased by 9% from the year prior.\nThe decreasing engagement was apparent in regions that were reopening economies.\nThis will be something management will need to navigate for several quarters.\n\n\nRoblox(NYSE:RBLX)is a gaming platform that lets players personalize their avatars with items like clothing, gear, and simulated gestures. The site also includes experiences that players can join and play together.\nThe site is free to join but has plenty of features that players need to pay for. That's how Roblox makes its money -- by selling the in-game currency (Robux) that's required to buy featured items or enter certain areas on the platform. The more time players spend on the platform, the higher the likelihood they will spend Robux. Therefore, reopening economies could present a headwind for Roblox as kids (who represent a majority of the platform's users) have less leisure time and return to school and resume other activities.\nRoblox reported second-quarter financial results on Aug. 16 for the three months ending June 30. The announcement highlighted the effect reopening economies are having on time spent on the Roblox platform. The company breaks down engagement from different regions.\nInterestingly, engagement from users in the U.S., Canada, and Europe dropped off from the same time last year and the quarter before. Uncoincidentally, these areas have some of the highest vaccination rates among their population and are subsequently further along in reopening their economies.\nTo quantify the effect, time spent on Roblox in the U.S. and Canada across all users in the second quarter was 2.9 billion hours, down 9% from last year's 3.2 billion hours during the same quarter. That figure is also down from the 3.2 billion hours engaged from the first quarter of this year.\nSimilarly, although not as significantly, time spent on Roblox decreased in Europe in the most recent quarter, dropping 2% to 2.36 billion hours from the 2.41 billion hours in the year before. The drop was more noticeable in Europe from the previous quarter, where the total time spent on Roblox was 2.73 billion hours.\nThose two regions account for more than 50% of the total 9.2 billion hours of engagement on Roblox in Q2. The trend could worsen as more of the world gets vaccinated against COVID-19, and economic reopenings gain steam. That being said, another change of direction is not out of the question. The delta variant is causing some economies to rethink reopening strategies, and other variants in the future could further hamper the reopening efforts.\nThe reversal of high levels of engagement as economies reopen is to be expected and not necessarily a feared outcome. Shareholders might want to breathe a sigh of relief that the reversal of the trend has been modest so far. Consider that at the pandemic onset, overall engagement on the platform jumped by 164% from the year before. To give back 9% and 2% of that increase from the U.S., Canada, and Europe is not a terrible outcome following such dramatic growth.\nStill, this was only the first quarter of economic reopening efforts, and decreasing engagement could continue. This is a challenge that management will likely have to navigate for several quarters. If Roblox can keep those decreases at less than 10%, investors should be pleased with the results each quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":679,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/810370124"}
精彩评论