Motley Fool Money Metaverse, Streaming Ads, and The Biz of Freelancing
May 11, 2022
Tim Beyers, a Motley Fool Senior Analyst, dives into Roblox's surprising stock performance despite disappointing earnings, highlighting user engagement and the growing metaverse potential. Bill Mann analyzes Fiverr International's market position, discussing its recent struggles and strategic investments aimed at boosting growth in the freelancing sector. The conversation also touches on adapting advertising strategies in a changing market, showcasing how companies are navigating financial challenges while aiming for long-term success.
AI Snips
Chapters
Transcript
Episode notes
Roblox's Metaverse Dominance
- Roblox is arguably the most successful metaverse company, surpassing even Meta.
- Despite lower bookings, user engagement remains strong, with increased daily active users and hours engaged.
Shift in Investor Behavior
- Investors may be starting to take more time to analyze earnings reports, rather than immediately selling off shares of growth companies.
- This shift is evident in Roblox's stock performance, which initially dropped after hours but then rebounded.
Roblox's Strong Economics
- Roblox generates cash and has good economics, particularly in developer exchange fees.
- These fees, which grew 24% year over year, indicate continued investment in the platform.