Recorded mid December 2023. We discuss the current and future outlook of Roblox with a focus on financials. OUTLINE: 0:00 Intro 1:11 Overview of the business 5:00 Being a social network vs. gaming platform 5:43 Financial overview 7:06 How does Roblox turn around their profitability? Biggest expense buckets 11:51 Structure and components of Roblox business, 3 primary parts: client, studio, and cloud and 8 groups 14:30 Roblox creator economics and definition of a creator 17:45 Growth opportunities: where will Roblox find user or revenue growth? 37:12 AI applications and opportunities for Roblox 43:35 Regulation risk 44:19 Biggest challenges = social competition 46:55 Roblox’s stock based compensation problem 51:17 Future outlook SUBSCRIBE TO GAMEMAKERS: - Spotify Podcast: https://spoti.fi/3Cpyq7i - Newsletter: https://gamemakers.substack.com/ 😃 —CONNECT WITH ME! — • MY INSTAGRAM → @jokim1 • TWITTER → @jokim1 • LINKEDIN → https://www.linkedin.com/in/jokim/ — POPULAR CONTENT — 🤑 Economy of the Metaverse with Tim Sweeney https://youtu.be/h6ClJxjuRvw ℹ️ How to Build the Amazon of Game Companies https://youtu.be/bkd2TOpKt4I 🔮 Gaming Trends | A Look Ahead at 2021 https://youtu.be/NejFzHtpiZI 🖥️ The Future of PC Gaming https://youtu.be/_QT7O3Wxi2s 🔴 Games Industry M&A https://youtu.be/65nyPk6WNrs 🔴 Netcode for Multiplayer Games https://youtu.be/tHq3PzmjhLw 🔴 IDFA Deprecation Product Impact https://youtu.be/Ojec4wGKpso 🔴 Trip Hawkins on the New High Score https://youtu.be/5egTSQ6AiRA 🔴 LiveOps F2P Best Practices https://youtu.be/tmzqqnYbjNY