12/3/2022 0 Comments Roblox home roblox home![]() ![]() Without user growth, this company is sunken. Not so for Roblox.įinally, after slowing down for some time, daily active users (DAUs) fell for the first time in the company’s short history from $54.1 million to $52.2 million in the second quarter. Its growth rate is slowing down a bit as the numbers go up, but its absolute growth (total sales added over the previous period) is accelerating rapidly. This is a metric I look at when I write about growth stocks. Dollar-to-dollar growth is also slowing significantly. As we can see, it is not just a trick of percentages showing a decreasing growth rate. The chart below shows the amount of revenue added year over year in each quarter. But sure absolute growth it’s still going up.” Right? Well… absolutely not. You might be thinking, “of course the growth rate is slowing down this is how percentages work as numbers grow. However, the rate of decline in growth rates is alarming. Revenues skyrocketed during the pandemic and no one reasonably expects this to continue. Since Roblox is in a growth phase and is trading as a growing stock, let’s start with the obvious sales growth.
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