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天窗001
2023-09-02
说说你对这篇新闻的看法...
Better Gaming Stock: Roblox vs. Unity
天窗001
2019-11-26
$1.5倍做多波动率指数短期期货ETF-ProShares(UVXY)$
机会只有一次
天窗001
2019-05-28
$老虎证券(TIGR)$ 原本还想入100万金,看到这票死样,想想还是放弃了
天窗001
2019-05-28
$老虎证券(TIGR)$ 有点看不懂了
天窗001
2019-04-12
$京东(JD)$跟屁虫东真恶心,一天到晚跟一句学一句
天窗001
2018-12-18
$康迪车业(KNDI)$ 私有化吧,12块可以吗?
天窗001
2018-12-04
$猎豹移动(CMCM)$ 扶不起的阿斗,今天波段又没做上…
天窗001
2018-11-30
$猎豹移动(CMCM)$ 付老板说晚上给大家抬轿子,争取拉升个30%…
天窗001
2018-11-29
$猎豹移动(CMCM)$ 买买买,上车等8块。做波段真累……
天窗001
2018-11-29
$猎豹移动(CMCM)$ 差不多可以分批加仓了
天窗001
2018-11-29
$猎豹移动(CMCM)$ 总的来说还是杯具,先跑路了…
天窗001
2018-11-28
$猎豹移动(CMCM)$ 我觉得还会二次探底
天窗001
2018-11-28
$猎豹移动(CMCM)$ 目前成本低,可以继续买。打爆那些做空的洋鬼子…
天窗001
2018-11-28
$猎豹移动(CMCM)$ 恶意做空!我依旧看好!40亿现金储备不是摆设的…
天窗001
2018-11-27
$猎豹移动(CMCM)$ 中概股里垃圾中的战斗机…
天窗001
2018-11-23
$猎豹移动(CMCM)$ 狗庄哪里跑?
天窗001
2018-11-16
$猎豹移动(CMCM)$ 啥情况?
天窗001
2018-10-08
$1.5倍做多波动率指数短期期货ETF-ProShares(UVXY)$ 又没拿牢,骑了两天马就给震下来了…
天窗001
2018-09-28
$纳斯达克(.IXIC)$ 空军在哪里?
天窗001
2018-09-20
$道琼斯(.DJI)$ 空军快来!
去老虎APP查看更多动态
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"text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/215363748872408","repostId":"2359817031","repostType":2,"repost":{"id":"2359817031","pubTimestamp":1692156190,"share":"https://www.laohu8.com/m/news/2359817031?lang=&edition=full","pubTime":"2023-08-16 11:23","market":"us","language":"en","title":"Better Gaming Stock: Roblox vs. Unity","url":"https://stock-news.laohu8.com/highlight/detail?id=2359817031","media":"Motley Fool","summary":"Which of these gaming-platform companies is a better buy right now?","content":"<html><head></head><body><p><strong>Roblox</strong> and <strong>Unity</strong> both help people create and monetize games with their game-development platforms. Roblox enables younger users to create their own games with a simple block-based system. They can share their games with other users and monetize them with an in-game currency called Robux. Unity is a more sophisticated game-development engine which is used to create more than half of the world's mobile, PC, and console games. It also enables its developers to monetize their games with integrated ads, in-game transactions, and other paid features.</p><p>Roblox and Unity aren't direct competitors, but they both grew rapidly during the pandemic as people played more games. That growth spurt coincided with the buying frenzy in growth and meme stocks, and Roblox and Unity both hit their all-time highs in November 2021. However, both stocks subsequently plunged about 80% as their growth cooled off and rising interest rates popped their bubbly valuations. Should you buy either of these out-of-favor gaming stocks as a turnaround play?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd49bb37f5f4402902dee5b3092910ad\" tg-width=\"700\" tg-height=\"466\"/></p><p>Image source: Getty Images.</p><h2 id=\"id_3954497647\">Roblox is still growing, but its losses are widening</h2><p>Roblox generates most of its bookings, or the value of all Robux sales on its platform, from tween creators and players instead of older users. Its platform grew rapidly throughout the pandemic as those tween users spent more time at home.</p><p>That's why its bookings soared 82% in 2020 and grew another 45% in 2021. But in 2022, its bookings rose a mere 5% after turning negative in the first half of the year. Between the third quarter of 2022 and the first quarter of 2023, its bookings growth accelerated again before decelerating slightly in the second quarter.</p><p>Roblox ended Q2 with 65.5 million daily active users (DAUs), representing 25% growth from a year ago, while its total hours engaged grew 24% to 14.0 billion. That growth was impressive, but its average bookings per DAU dipped 3% year over year as it relied more on overseas and older users to drive its DAU growth. Both cohorts are more difficult to monetize than its core audience of tween users in the U.S. and Canada.</p><p>That's troubling because Roblox still hasn't figured how to narrow its losses yet. Analysts expect its bookings to rise 19% to $3.43 billion this year, but its net loss could still widen from $924 million to $1.17 billion.</p><p>That's a grim outlook for a company which ended its latest quarter with over $1 billion in long-term debt and just $520 million in cash and equivalents. Roblox expects new communication features and integrated ads to gradually boost its bookings per user, but there's no proof it can put all those pieces together into a sustainable business model yet. </p><h2 id=\"id_3509032140\">Unity overcomes some existential challenges</h2><p>Unity's revenue surged 43% in 2020 and grew another 44% in 2021 as developers flocked to its platform to create and monetize new games. But in 2022, Unity's revenue only rose 25% as two fierce headwinds throttled its growth. First, the broader gaming market suffered a post-pandemic slowdown. Second, <strong>Apple</strong>'s (AAPL 0.94%) privacy update on iOS, which enabled its users to opt out of data-tracking features, rendered Unity's advertising algorithms obsolete.</p><p>To reduce its dependence on the gaming market, Unity expanded into non-gaming markets like theatrical special effects, virtual and augmented reality, and the creation of "digital twins" of real-world objects. To address Apple's iOS changes, Unity merged with the ad tech company ironSource last November and rebooted its advertising business.</p><p>On a pro forma basis (including ironSource), Unity expects its revenue to rise 5% to 9% this year as the macro headwinds continue to throttle the growth of the gaming and advertising markets. Unity isn't profitable yet, but it's been reining in its spending to narrow its losses. Analysts expect it to narrow its net loss from $921 million in 2022 to $845 million in 2023.</p><p>Unity ended the second quarter with $1.64 billion in cash and equivalents, but it still had $2.71 billion in convertible notes on its balance sheet. Looking ahead, Unity expects the recovery of the gaming market, the stabilization of its advertising division, and the expansion of its non-gaming businesses (including its new Vision Pro partnership with Apple and the usage of digital twins in more industries) to drive its long-term growth.</p><h2 id=\"id_1489795780\">The valuations and verdict</h2><p>Both stocks look much cheaper than they did at the apex of the growth-stock rally. As of this writing, Roblox and Unity trade at five and seven times this year's sales, respectively. Roblox might initially seem like the better deal, but I believe Unity is the stronger buy because its growth trajectory is more sustainable. Unity's profitability could gradually improve as economies of scale kick in, and it expands its non-gaming tools, but Roblox still hasn't proven that it can ever generate a profit.</p></body></html>","source":"fool_stock","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>Better Gaming Stock: Roblox vs. Unity</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\">\nBetter Gaming Stock: Roblox vs. Unity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-16 11:23 GMT+8 <a href=https://www.fool.com/investing/2023/08/15/better-gaming-stock-roblox-vs-unity/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Roblox and Unity both help people create and monetize games with their game-development platforms. Roblox enables younger users to create their own games with a simple block-based system. They can ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/08/15/better-gaming-stock-roblox-vs-unity/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A(dist)","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4547":"WSB热门概念","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4505":"高瓴资本持仓","BK4085":"互动家庭娱乐","BK4512":"苹果概念","U":"Unity Software Inc.","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4565":"NFT概念","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4534":"瑞士信贷持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4211":"区域性银行","BK4566":"资本集团","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","RBLX":"Roblox Corporation","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4550":"红杉资本持仓","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC"},"source_url":"https://www.fool.com/investing/2023/08/15/better-gaming-stock-roblox-vs-unity/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2359817031","content_text":"Roblox and Unity both help people create and monetize games with their game-development platforms. Roblox enables younger users to create their own games with a simple block-based system. They can share their games with other users and monetize them with an in-game currency called Robux. Unity is a more sophisticated game-development engine which is used to create more than half of the world's mobile, PC, and console games. It also enables its developers to monetize their games with integrated ads, in-game transactions, and other paid features.Roblox and Unity aren't direct competitors, but they both grew rapidly during the pandemic as people played more games. That growth spurt coincided with the buying frenzy in growth and meme stocks, and Roblox and Unity both hit their all-time highs in November 2021. However, both stocks subsequently plunged about 80% as their growth cooled off and rising interest rates popped their bubbly valuations. Should you buy either of these out-of-favor gaming stocks as a turnaround play?Image source: Getty Images.Roblox is still growing, but its losses are wideningRoblox generates most of its bookings, or the value of all Robux sales on its platform, from tween creators and players instead of older users. Its platform grew rapidly throughout the pandemic as those tween users spent more time at home.That's why its bookings soared 82% in 2020 and grew another 45% in 2021. But in 2022, its bookings rose a mere 5% after turning negative in the first half of the year. Between the third quarter of 2022 and the first quarter of 2023, its bookings growth accelerated again before decelerating slightly in the second quarter.Roblox ended Q2 with 65.5 million daily active users (DAUs), representing 25% growth from a year ago, while its total hours engaged grew 24% to 14.0 billion. That growth was impressive, but its average bookings per DAU dipped 3% year over year as it relied more on overseas and older users to drive its DAU growth. Both cohorts are more difficult to monetize than its core audience of tween users in the U.S. and Canada.That's troubling because Roblox still hasn't figured how to narrow its losses yet. Analysts expect its bookings to rise 19% to $3.43 billion this year, but its net loss could still widen from $924 million to $1.17 billion.That's a grim outlook for a company which ended its latest quarter with over $1 billion in long-term debt and just $520 million in cash and equivalents. Roblox expects new communication features and integrated ads to gradually boost its bookings per user, but there's no proof it can put all those pieces together into a sustainable business model yet. Unity overcomes some existential challengesUnity's revenue surged 43% in 2020 and grew another 44% in 2021 as developers flocked to its platform to create and monetize new games. But in 2022, Unity's revenue only rose 25% as two fierce headwinds throttled its growth. First, the broader gaming market suffered a post-pandemic slowdown. Second, Apple's (AAPL 0.94%) privacy update on iOS, which enabled its users to opt out of data-tracking features, rendered Unity's advertising algorithms obsolete.To reduce its dependence on the gaming market, Unity expanded into non-gaming markets like theatrical special effects, virtual and augmented reality, and the creation of \"digital twins\" of real-world objects. To address Apple's iOS changes, Unity merged with the ad tech company ironSource last November and rebooted its advertising business.On a pro forma basis (including ironSource), Unity expects its revenue to rise 5% to 9% this year as the macro headwinds continue to throttle the growth of the gaming and advertising markets. Unity isn't profitable yet, but it's been reining in its spending to narrow its losses. Analysts expect it to narrow its net loss from $921 million in 2022 to $845 million in 2023.Unity ended the second quarter with $1.64 billion in cash and equivalents, but it still had $2.71 billion in convertible notes on its balance sheet. Looking ahead, Unity expects the recovery of the gaming market, the stabilization of its advertising division, and the expansion of its non-gaming businesses (including its new Vision Pro partnership with Apple and the usage of digital twins in more industries) to drive its long-term growth.The valuations and verdictBoth stocks look much cheaper than they did at the apex of the growth-stock rally. As of this writing, Roblox and Unity trade at five and seven times this year's sales, respectively. Roblox might initially seem like the better deal, but I believe Unity is the stronger buy because its growth trajectory is more sustainable. Unity's profitability could gradually improve as economies of scale kick in, and it expands its non-gaming tools, but Roblox still hasn't proven that it can ever generate a profit.","news_type":1},"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":937928310,"gmtCreate":1574699080630,"gmtModify":1704728343731,"author":{"id":"3441856958955122","authorId":"3441856958955122","name":"天窗001","avatar":"https://static.tigerbbs.com/f290f2658be6328cc4d2fe6068902eb7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UVXY\">$1.5倍做多波动率指数短期期货ETF-ProShares(UVXY)$</a>机会只有一次","listText":"<a 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11:23","market":"us","language":"en","title":"Better Gaming Stock: Roblox vs. Unity","url":"https://stock-news.laohu8.com/highlight/detail?id=2359817031","media":"Motley Fool","summary":"Which of these gaming-platform companies is a better buy right now?","content":"<html><head></head><body><p><strong>Roblox</strong> and <strong>Unity</strong> both help people create and monetize games with their game-development platforms. Roblox enables younger users to create their own games with a simple block-based system. They can share their games with other users and monetize them with an in-game currency called Robux. Unity is a more sophisticated game-development engine which is used to create more than half of the world's mobile, PC, and console games. It also enables its developers to monetize their games with integrated ads, in-game transactions, and other paid features.</p><p>Roblox and Unity aren't direct competitors, but they both grew rapidly during the pandemic as people played more games. That growth spurt coincided with the buying frenzy in growth and meme stocks, and Roblox and Unity both hit their all-time highs in November 2021. However, both stocks subsequently plunged about 80% as their growth cooled off and rising interest rates popped their bubbly valuations. Should you buy either of these out-of-favor gaming stocks as a turnaround play?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dd49bb37f5f4402902dee5b3092910ad\" tg-width=\"700\" tg-height=\"466\"/></p><p>Image source: Getty Images.</p><h2 id=\"id_3954497647\">Roblox is still growing, but its losses are widening</h2><p>Roblox generates most of its bookings, or the value of all Robux sales on its platform, from tween creators and players instead of older users. Its platform grew rapidly throughout the pandemic as those tween users spent more time at home.</p><p>That's why its bookings soared 82% in 2020 and grew another 45% in 2021. But in 2022, its bookings rose a mere 5% after turning negative in the first half of the year. Between the third quarter of 2022 and the first quarter of 2023, its bookings growth accelerated again before decelerating slightly in the second quarter.</p><p>Roblox ended Q2 with 65.5 million daily active users (DAUs), representing 25% growth from a year ago, while its total hours engaged grew 24% to 14.0 billion. That growth was impressive, but its average bookings per DAU dipped 3% year over year as it relied more on overseas and older users to drive its DAU growth. Both cohorts are more difficult to monetize than its core audience of tween users in the U.S. and Canada.</p><p>That's troubling because Roblox still hasn't figured how to narrow its losses yet. Analysts expect its bookings to rise 19% to $3.43 billion this year, but its net loss could still widen from $924 million to $1.17 billion.</p><p>That's a grim outlook for a company which ended its latest quarter with over $1 billion in long-term debt and just $520 million in cash and equivalents. Roblox expects new communication features and integrated ads to gradually boost its bookings per user, but there's no proof it can put all those pieces together into a sustainable business model yet. </p><h2 id=\"id_3509032140\">Unity overcomes some existential challenges</h2><p>Unity's revenue surged 43% in 2020 and grew another 44% in 2021 as developers flocked to its platform to create and monetize new games. But in 2022, Unity's revenue only rose 25% as two fierce headwinds throttled its growth. First, the broader gaming market suffered a post-pandemic slowdown. Second, <strong>Apple</strong>'s (AAPL 0.94%) privacy update on iOS, which enabled its users to opt out of data-tracking features, rendered Unity's advertising algorithms obsolete.</p><p>To reduce its dependence on the gaming market, Unity expanded into non-gaming markets like theatrical special effects, virtual and augmented reality, and the creation of "digital twins" of real-world objects. To address Apple's iOS changes, Unity merged with the ad tech company ironSource last November and rebooted its advertising business.</p><p>On a pro forma basis (including ironSource), Unity expects its revenue to rise 5% to 9% this year as the macro headwinds continue to throttle the growth of the gaming and advertising markets. Unity isn't profitable yet, but it's been reining in its spending to narrow its losses. Analysts expect it to narrow its net loss from $921 million in 2022 to $845 million in 2023.</p><p>Unity ended the second quarter with $1.64 billion in cash and equivalents, but it still had $2.71 billion in convertible notes on its balance sheet. Looking ahead, Unity expects the recovery of the gaming market, the stabilization of its advertising division, and the expansion of its non-gaming businesses (including its new Vision Pro partnership with Apple and the usage of digital twins in more industries) to drive its long-term growth.</p><h2 id=\"id_1489795780\">The valuations and verdict</h2><p>Both stocks look much cheaper than they did at the apex of the growth-stock rally. As of this writing, Roblox and Unity trade at five and seven times this year's sales, respectively. Roblox might initially seem like the better deal, but I believe Unity is the stronger buy because its growth trajectory is more sustainable. Unity's profitability could gradually improve as economies of scale kick in, and it expands its non-gaming tools, but Roblox still hasn't proven that it can ever generate a profit.</p></body></html>","source":"fool_stock","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>Better Gaming Stock: Roblox vs. Unity</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\">\nBetter Gaming Stock: Roblox vs. Unity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-16 11:23 GMT+8 <a href=https://www.fool.com/investing/2023/08/15/better-gaming-stock-roblox-vs-unity/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Roblox and Unity both help people create and monetize games with their game-development platforms. Roblox enables younger users to create their own games with a simple block-based system. They can ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/08/15/better-gaming-stock-roblox-vs-unity/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A(dist)","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4547":"WSB热门概念","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4505":"高瓴资本持仓","BK4085":"互动家庭娱乐","BK4512":"苹果概念","U":"Unity Software Inc.","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4565":"NFT概念","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4534":"瑞士信贷持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4211":"区域性银行","BK4566":"资本集团","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","RBLX":"Roblox Corporation","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4535":"淡马锡持仓","BK4559":"巴菲特持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4550":"红杉资本持仓","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC"},"source_url":"https://www.fool.com/investing/2023/08/15/better-gaming-stock-roblox-vs-unity/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2359817031","content_text":"Roblox and Unity both help people create and monetize games with their game-development platforms. Roblox enables younger users to create their own games with a simple block-based system. They can share their games with other users and monetize them with an in-game currency called Robux. Unity is a more sophisticated game-development engine which is used to create more than half of the world's mobile, PC, and console games. It also enables its developers to monetize their games with integrated ads, in-game transactions, and other paid features.Roblox and Unity aren't direct competitors, but they both grew rapidly during the pandemic as people played more games. That growth spurt coincided with the buying frenzy in growth and meme stocks, and Roblox and Unity both hit their all-time highs in November 2021. However, both stocks subsequently plunged about 80% as their growth cooled off and rising interest rates popped their bubbly valuations. Should you buy either of these out-of-favor gaming stocks as a turnaround play?Image source: Getty Images.Roblox is still growing, but its losses are wideningRoblox generates most of its bookings, or the value of all Robux sales on its platform, from tween creators and players instead of older users. Its platform grew rapidly throughout the pandemic as those tween users spent more time at home.That's why its bookings soared 82% in 2020 and grew another 45% in 2021. But in 2022, its bookings rose a mere 5% after turning negative in the first half of the year. Between the third quarter of 2022 and the first quarter of 2023, its bookings growth accelerated again before decelerating slightly in the second quarter.Roblox ended Q2 with 65.5 million daily active users (DAUs), representing 25% growth from a year ago, while its total hours engaged grew 24% to 14.0 billion. That growth was impressive, but its average bookings per DAU dipped 3% year over year as it relied more on overseas and older users to drive its DAU growth. Both cohorts are more difficult to monetize than its core audience of tween users in the U.S. and Canada.That's troubling because Roblox still hasn't figured how to narrow its losses yet. Analysts expect its bookings to rise 19% to $3.43 billion this year, but its net loss could still widen from $924 million to $1.17 billion.That's a grim outlook for a company which ended its latest quarter with over $1 billion in long-term debt and just $520 million in cash and equivalents. Roblox expects new communication features and integrated ads to gradually boost its bookings per user, but there's no proof it can put all those pieces together into a sustainable business model yet. Unity overcomes some existential challengesUnity's revenue surged 43% in 2020 and grew another 44% in 2021 as developers flocked to its platform to create and monetize new games. But in 2022, Unity's revenue only rose 25% as two fierce headwinds throttled its growth. First, the broader gaming market suffered a post-pandemic slowdown. Second, Apple's (AAPL 0.94%) privacy update on iOS, which enabled its users to opt out of data-tracking features, rendered Unity's advertising algorithms obsolete.To reduce its dependence on the gaming market, Unity expanded into non-gaming markets like theatrical special effects, virtual and augmented reality, and the creation of \"digital twins\" of real-world objects. To address Apple's iOS changes, Unity merged with the ad tech company ironSource last November and rebooted its advertising business.On a pro forma basis (including ironSource), Unity expects its revenue to rise 5% to 9% this year as the macro headwinds continue to throttle the growth of the gaming and advertising markets. Unity isn't profitable yet, but it's been reining in its spending to narrow its losses. Analysts expect it to narrow its net loss from $921 million in 2022 to $845 million in 2023.Unity ended the second quarter with $1.64 billion in cash and equivalents, but it still had $2.71 billion in convertible notes on its balance sheet. Looking ahead, Unity expects the recovery of the gaming market, the stabilization of its advertising division, and the expansion of its non-gaming businesses (including its new Vision Pro partnership with Apple and the usage of digital twins in more industries) to drive its long-term growth.The valuations and verdictBoth stocks look much cheaper than they did at the apex of the growth-stock rally. As of this writing, Roblox and Unity trade at five and seven times this year's sales, respectively. Roblox might initially seem like the better deal, but I believe Unity is the stronger buy because its growth trajectory is more sustainable. Unity's profitability could gradually improve as economies of scale kick in, and it expands its non-gaming tools, but Roblox still hasn't proven that it can ever generate a profit.","news_type":1},"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":937928310,"gmtCreate":1574699080630,"gmtModify":1704728343731,"author":{"id":"3441856958955122","authorId":"3441856958955122","name":"天窗001","avatar":"https://static.tigerbbs.com/f290f2658be6328cc4d2fe6068902eb7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UVXY\">$1.5倍做多波动率指数短期期货ETF-ProShares(UVXY)$</a>机会只有一次","listText":"<a href=\"https://laohu8.com/S/UVXY\">$1.5倍做多波动率指数短期期货ETF-ProShares(UVXY)$</a>机会只有一次","text":"$1.5倍做多波动率指数短期期货ETF-ProShares(UVXY)$机会只有一次","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/937928310","isVote":1,"tweetType":1,"viewCount":1164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467548,"gmtCreate":1555077965180,"gmtModify":1704798002581,"author":{"id":"3441856958955122","authorId":"3441856958955122","name":"天窗001","avatar":"https://static.tigerbbs.com/f290f2658be6328cc4d2fe6068902eb7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$京东(JD)$跟屁虫东真恶心,一天到晚跟一句学一句","listText":"$京东(JD)$跟屁虫东真恶心,一天到晚跟一句学一句","text":"$京东(JD)$跟屁虫东真恶心,一天到晚跟一句学一句","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467548","isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}