2Wkยท

$RBLX stands out with its unique creator-driven business model. But the company still isn't quite profitable.


But keep an eye on this one. The good news is that margins have recently been improving, which shows that growing revenues have more and more been offsetting relatively slower-growing SG&A / marketing OpEx.


As $RBLX continues to scale, creator fees should also scale, but many of the operational costs to increase more slowly. This should unlock a lot of untapped operational leverage within the business and let more money drop to the bottom line.

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