$RBLX killing it Q1 earnings is kickass.
Strat Becker's avatar
thoughts on missing consensus for DAUs?
Modern Growth Investing's avatar
@strat I dont give a damn about consensus and wall street
Thomas's avatar
They should really incorporate ads. So under-monetised!
Modern Growth Investing's avatar
@smh They are indirectly though brand powered experiences, this strategy is much better than ads.
Thomas's avatar
@growthinvesting why not both!😁
Modern Growth Investing's avatar
@smh no, ads would degenerate the $RBLX platform into something much that will be really inefficient.

I like their strategy better. And remember building a business is not only about making money.
Thomas's avatar
@growthinvesting Why would it degenerate the platform exactly? How is playing a short ad before joining a game different than a YT ad, for example?
Modern Growth Investing's avatar
@smh It has to be a part of the experience/game to be effective

Anything else is just a turnoff, remember users are already spending a lot of robux.
Sachiv's avatar
Market still unhappy though…takes a big beat to keep us happy these days! 🫧🫧🫧💨
Modern Growth Investing's avatar
@passiveinvestor ignore market if you want be a better investor!

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