简单聊聊游戏公司 Roblox，一个元宇宙的概念股_老虎社区_美港股上老虎 - 老虎社区

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简单聊聊游戏公司 Roblox，一个元宇宙的概念股

美股指南
2021-11-25

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

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。

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胡世海
·2021-11-30
[666]
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nicegame
·2021-11-26
分析没有，光贴图了
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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>&nbsp;&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Meta Platforms(FB)$</a>&nbsp;</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>&nbsp;&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/FB\">$Meta Platforms(FB)$</a>&nbsp;</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,"likeSize":7,"commentSize":2,"repostSize":2,"favoriteSize":0,"link":"https://laohu8.com/post/877990404","repostId":0,"isVote":1,"tweetType":1,"viewCount":5407,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"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"},"commentList":[{"id":6781909,"commentId":"6781909","gmtCreate":1638254881839,"gmtModify":1638254881839,"authorId":3582026150654387,"author":{"id":3582026150654387,"idStr":"3582026150654387","authorId":3582026150654387,"name":"胡世海","avatar":"https://static.tigerbbs.com/75d56e2c4c8bde843dd788599f8ef635","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":877990404,"objectIdStr":"877990404","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<p>[666]&nbsp;<br></p>","text":"<p>[666]&nbsp;<br></p>","html":"<p>[666]&nbsp;<br></p>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":6728399,"commentId":"6728399","gmtCreate":1637893030745,"gmtModify":1637893030745,"authorId":3542163055568658,"author":{"id":3542163055568658,"idStr":"3542163055568658","authorId":3542163055568658,"name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","vip":1,"currentWearingBadge":{"badgeId":"754899bf0917479fa68cfac1ea371651-6","templateUuid":"754899bf0917479fa68cfac1ea371651","name":"月赛Top 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3","bigImgUrl":"https://static.tigerbbs.com/07c1c095634de01442a994a6e400c15e","smallImgUrl":"https://static.tigerbbs.com/9781810dde36b017d40bfd2d4bbdec33","grayImgUrl":"https://static.tigerbbs.com/502a753fc3c530cb2ab08d98d795adaa","redirectLinkEnabled":0,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.03","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":5400},"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":877990404,"objectIdStr":"877990404","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"分析没有，光贴图了","text":"分析没有，光贴图了","html":"分析没有，光贴图了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}