It's All About (The) FREE ROBUXjh2

 Roblox offers an extensive and unique ecosystem with network effects. It provides a common form of entertainment and social interaction for a whole generation of users. The scale forms a flywheel that attracts users and developers.

There are many ways to grow by expanding the responsive market by adding more sophisticated games / developers. In addition, RBLX can expand into international markets, increase monetization and create a platform for partners with human experience. The recent large-scale market selections and technical movement represent an interesting interest in Roblox with weighted risk and return, as it has huge long-term potential.

Roblox signpost at the entrance to the headquarters. Roblox is an online gaming platform and game creation system

Michael VI / iStock Editorial by Getty Images

Roblox (NYSE: RBLX) is a common gaming, entertainment and socialization platform for demographic youth (<16 years) in North America and Europe. Roblox is a very attractive asset with a large user base (150 million + MAU), significant long-term potential, optionally growing "metaversion" expansion, several growth levers that can be obtained, and an attractive user economy that manages a reasonably strong financial profile. The broad technological pullback represents a significant risk / profit point for RBLX. Company overview

Roblox is a platform for games and social entertainment where individuals can design, build or play. Users create their own avatars and play thousands of games, all created by other players. RBLX is more than just a game, but a complete ecosystem where creators (user developers) create games and experiences on the RBLX authoring engine and upload them to the RBLX platform so that they can play them. users. It is presented in a 3D "universe" where people can collect, play and communicate.

The RBLX infrastructure consists of three pillars:

Roblox Client: an application that allows users to play games

Roblox Studio: a set of tools that allows creators and developers to create, publish, and run games and experiences that are accessible to other game client users. Creating a game requires little or no code.

Roblox Cloud: services and infrastructure that support and operate the platform

Roblox studio screen for game development

For example, Roblox Studio (WikiHow).

Roblox's experience with personal skateboarding at Vansworld

Example Roblox Experience (Vansworld)

While most users enter the platform as players, the platform has expanded and become a center of social interaction, where users can watch concerts, movies or socialize.

Roblox's mission is to create a platform for human shared experiences that will allow experiences to be shared with billions of users. Tens of millions of people around the world have fun with friends every day as they explore millions of immersive digital experiences. All of these experiences are built on the Roblox community of millions of creators. We believe in building a safe, civic and diverse community - one that encourages and encourages creativity and positive relationships between people around the world.

(Roblox provides preliminary metrics from November 2021).

Business model

Roblox earns us primarily by selling its virtual currency "Robux" to users. Here's a quick overview of how Robux works from a developer and user perspective:

Platform developers create and publish games that offer cosmetics for sale as part of their game or have some aspect of a typical paid game where users have to pay to improve their doll.

Game users exchange the real world currency for Robux and spend this Robux for such items / expansions. Roblox discontinued the transaction, paid for the app stores, and gave the rest to the developers.

Developers can exchange Robux for a real world currency.

Investment work

Roblox is an attractive accessory. In the long run, there is significant potential due to the following factors in their business model, combined with a relatively attractive current entry point due to insignificant selection.

It is a unique and large ecosystem with a strong network influence. It disrupts the typical value chain of video games that users create and decentralizes production.

There are many ways to grow and expand your user base

Option outside the game and in the "metaverse" - like a virtual universe

Roblox ecosystem, network effects and flywheel

Roblox has built a huge platform with more than 150 million active users per month (MAU) and is the first choice for entertainment and social interaction for a whole generation of children and teenagers in North America and Europe. Most Roblox users turn the flywheel where the number of users entices developers to design compelling content, which in turn attracts more users and higher monetization potential. Below is an example of how this virtuous cycle works:

Description of how Roblox rotates the flywheel

Roblox Flywheel (created by user)

Inspired by this article by Scott Galloway

The installed user base is forced by the natural social nature of the platform and the money spent on the platform to open games or wear their avatars, which hinders exploration of other platforms and intensifies the competition for the trench. We can see this in their impressive daily growth of active users. RBLX: Daily Graph of Active Users

Roblox Daily Active Users (Roblox Investor Presentation)

At the avatar point, Roblox focuses on the user's identity through the avatars he creates. All Roblox users have a unique identity that allows for individual expression, and these avatars outperform each individual game because the user avatar is used in all games in the Roblox universe.

Roblox avatar customization screen

Roblox Avatar Customization (Roblox)

Decentralized gaming and creative experience

As mentioned earlier, Roblox games and experiences were previously generated by users (UGCs). Roblox enables its users to become developers / creators by providing them with tools through Roblox Studio and supporting the Roblox Cloud back-end.

In traditional video game production and research and development, capital is spent in advance and costs can be very high ("AAA" games can cost up to $ 100 million +, e.g. Cyberpunk 2077 has a budget of $ 300 million) and there is no guarantee of success and often unpredictable community vision. For Roblox, they "outsource" the production of their games to millions of enthusiastic developers and only pay for successful content. In essence, UGC-based RBLX continues to feed the platform because it risks the development process and addresses the risk of running and franchise games compared to "AAA" games.

Examples of RBLX games: Adopt Me! (17 billion visits), Tower of Hell (7 billion visits), Welcome to Bloxburg (4 billion visits).

Growth Paths Increase your user base and increase monetization

Roblox has grown significantly and has a large presence in its main market (8-12 years old in Western markets). Management pulls many levers to keep growth at the top.

Expanding the user base in international markets. Roblox is mainly introduced to the Western / English language markets. International expansion saw the first signs of success (2-3x increase in users in Japan and Korea). The Chinese market does not serve RBLX. It can represent 50-100 m of new MAUs through a Tencent license.

Increase the appeal for older audiences. ~ 50% of daily active users are under the age of 12, so there has been a significant improvement in capturing older audiences. Continued investment in the platform and the development of sophisticated games can attract this audience. There is first evidence of success as Roblox has improved its quality to 13 and older audiences, which is growing by ~ 70% vs. 50% out of 13 and below the public average for the last three years.

Increase monetization. The growing importance of digital identity should lead to higher spending. Work with developers to better monetize content for their mutual benefit. Increase your subscription offer with Roblox premium. Roblox works primarily with corporate sponsors to add branded content to the game (Nike, Gucci, LVMH, North Face / Vans, etc.). For consumer brands like this, there is an important incentive to work with Roblox because the overall costs for these young consumers are high. From Roblox Investor Day in November 2021, they explain how each company has a Roblox strategy for the future.

Extended platform usage and improved hardware. Continue to expand beyond social media gaming, entertainment, learning, e-commerce, and more. An example is virtual concerts played on the RBLX platform. Experiences become more compelling and less recognizable than real experiences (examples include: 3D surround sound implementation, high-fidelity avatars, etc.)

Leader of the emerging "Metaverse"

Roblox is a social destination. Players stay connected and share experiences with friends. Extending these virtual experiences can reduce the traditional barriers between games, social entertainment and business. The idea of ​​a "metaverse" is not a new idea, but with powerful and affordable consumer devices, high-speed connections and cloud computing, the concept of a metaverse can be made possible through the right platform. As mentioned above, the continued development of the Roblox platform will bring fascinating real-life experiences.

On the commercial front, Roblox's vice president of marketing explains how "whether you're a sports franchise, a fashion brand, a movie studio or a music artist, there are endless possibilities for real and immersive experiences that will liven up your brand."

Evidence of Metavers' childhood can be seen at events such as the Lil Nas X concert (33 million views), community events and e-commerce and branding through Nikeland, Vans World, etc.

Financial discussion

profit

RBLX: Bar Graph Revenue Histogram

We at Roblox (Roblox In