The usual betting based on feelings.
According to this, bookings between 1.58 and 1.65 billion US dollars are expected, which corresponds to a decrease of 14 to 18 percent compared to the same period last year
This is something I’ll never understand about the stock market. Revenue falls 14-18%, stock falls 70%.
Users under 13 years of age are migrating from the hits of 2025 to newer and permanently available games that generate less money per hour. This is reinforced by the revamped recommendation algorithm: It favors games with high long-term engagement and displays titles that monetize in the short term less frequently.
They’re aiming for long term. Lose some revenue now, but ensure it lasts much longer, the “would you rather have 100 now or 1000 in a month?”
Fuck Roblox.
Imagine you have a share in a company. How much would you, personally, sell that share for? Well, it’s a function of what it’ll pay you in dividends over some time horizon. Maybe you’re sure it’ll pay about a dollar this year, and it seems likely it’ll pay a dollar fifty next year, and you’re not really sure after that but probably not nothing. So you want at least $2 for it, but you figure in the most likely case is that it’ll continue to pay out and wouldnt sell it for less than $10.
Now, suppose some news comes out that profits are forecast to be half what you thought, so your estimation might come out at $5. Except now you’re also worried about two other things: first, the company is now more likely to go under before you can get your $5. And also, before you were quite happy that if things went badly, you actually could sell your share for about $10. But now lots of people are trying to get rid of them at once, so you’re worried it won’t be possible, so you decide actually you’re willing to sell at a lower price.




