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2023-10-25

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What's In Store For Roblox In Q3 Earnings? Analyst Sees Path For Adj. EBITDA Margin Improvement

Stifelanalyst Drew E. Crum reiterated the Buy rating onRoblox Corporationwith a price target of $41.The company will report third-quarter 2023 financial results before opening the U.S. markets onWedne

What's In Store For Roblox In Q3 Earnings? Analyst Sees Path For Adj. EBITDA Margin Improvement

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Analyst Sees Path For Adj. EBITDA Margin Improvement","url":"https://stock-news.laohu8.com/highlight/detail?id=1120870622","media":"Benzinga","summary":"Stifelanalyst Drew E. Crum reiterated the Buy rating onRoblox Corporationwith a price target of $41.The company will report third-quarter 2023 financial results before opening the U.S. markets onWedne","content":"<html><head></head><body><p><strong>Stifel</strong> analyst Drew E. Crum reiterated the Buy rating on <strong>Roblox Corporation</strong> with a price target of $41.</p><p style=\"text-align: start;\">The company will report third-quarter 2023 financial results before opening the U.S. markets on Wednesday, Nov. 8, 2023. </p><p style=\"text-align: start;\">Crum writes that RBLX has lost nearly -20% of its market cap since reporting 2Q results in early August. </p><p style=\"text-align: start;\">But the analyst sees Q3 earnings and a subsequent investor day in mid-November as potential catalysts, providing the company an opportunity to address several initiatives, including a path for AEBITDA margin improvement.</p><p style=\"text-align: start;\">Crum says the 3Q estimate is unchanged at +17% (y/y) to $824 million (in line with consensus), which reflects higher DAUs (+21% y/y; +9% q/q) against lower monetization with ABPDAU down (-3% y/y; -4% q/q).</p><p>The analyst projects hours engaged at 15.2 billion (+13% y/y; +9% q/q).</p><p style=\"text-align: start;\">According to Sensor Tower, mobile downloads increased +23% y/y (+8% q/q), while mobile MAUs and DAUs were both up +34% y/y (+14% q/q), suggesting healthy engagement for the period, notes the analyst.</p><p style=\"text-align: start;\">IAPs revenue rose +8% y/y (+4% q/q), lagging the analyst&#39;s bookings assumption (though several variables may have distorted this comparison).</p><p style=\"text-align: start;\">The analyst&#39;s AEBITDA forecast for $40 million (-22% y/y) suggests a margin of 4.8% (-250 bps y/y; -10 bps q/q) which is comparable to (though slightly more pessimistic vs.) consensus at 5.4% (+50 bps q/q).</p><p style=\"text-align: start;\">If accurate, this would represent the lowest AEBITDA margin for Roblox as a public company, but should improve going forward.</p><p style=\"text-align: start;\">The analyst notes, RBLX is uniquely positioned at the intersection of content and social, two &#34;viral loops&#34; that provide a mutually reinforcing network effect that together should drive audience growth, higher engagement, and improved monetization. </p><p style=\"text-align: start;\">Taken together, the company can deliver double-digit bookings growth going forward, Crum adds. </p><p style=\"text-align: start;\">The analyst increased FY23 bookings estimates to $3.43 billion from $3.41 billion.</p></body></html>","source":"lsy1606299360108","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>What's In Store For Roblox In Q3 Earnings? 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Analyst Sees Path For Adj. EBITDA Margin Improvement\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-25 16:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/23/10/35400666/whats-in-store-for-roblox-in-q3-earnings-analyst-sees-path-for-adj-ebitda-margin-im><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stifel analyst Drew E. Crum reiterated the Buy rating on Roblox Corporation with a price target of $41.The company will report third-quarter 2023 financial results before opening the U.S. markets on ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/23/10/35400666/whats-in-store-for-roblox-in-q3-earnings-analyst-sees-path-for-adj-ebitda-margin-im\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RBLX":"Roblox Corporation"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/23/10/35400666/whats-in-store-for-roblox-in-q3-earnings-analyst-sees-path-for-adj-ebitda-margin-im","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120870622","content_text":"Stifel analyst Drew E. Crum reiterated the Buy rating on Roblox Corporation with a price target of $41.The company will report third-quarter 2023 financial results before opening the U.S. markets on Wednesday, Nov. 8, 2023. Crum writes that RBLX has lost nearly -20% of its market cap since reporting 2Q results in early August. But the analyst sees Q3 earnings and a subsequent investor day in mid-November as potential catalysts, providing the company an opportunity to address several initiatives, including a path for AEBITDA margin improvement.Crum says the 3Q estimate is unchanged at +17% (y/y) to $824 million (in line with consensus), which reflects higher DAUs (+21% y/y; +9% q/q) against lower monetization with ABPDAU down (-3% y/y; -4% q/q).The analyst projects hours engaged at 15.2 billion (+13% y/y; +9% q/q).According to Sensor Tower, mobile downloads increased +23% y/y (+8% q/q), while mobile MAUs and DAUs were both up +34% y/y (+14% q/q), suggesting healthy engagement for the period, notes the analyst.IAPs revenue rose +8% y/y (+4% q/q), lagging the analyst's bookings assumption (though several variables may have distorted this comparison).The analyst's AEBITDA forecast for $40 million (-22% y/y) suggests a margin of 4.8% (-250 bps y/y; -10 bps q/q) which is comparable to (though slightly more pessimistic vs.) consensus at 5.4% (+50 bps q/q).If accurate, this would represent the lowest AEBITDA margin for Roblox as a public company, but should improve going forward.The analyst notes, RBLX is uniquely positioned at the intersection of content and social, two \"viral loops\" that provide a mutually reinforcing network effect that together should drive audience growth, higher engagement, and improved monetization. Taken together, the company can deliver double-digit bookings growth going forward, Crum adds. The analyst increased FY23 bookings estimates to $3.43 billion from $3.41 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}