We're upgrading Roblox to a buy after a long bearish stance. We think there are green shoots for bookings growth in international markets and more room for higher average bookings per DAU into FY25.
Roblox's (NASDAQ: RBLX) Q1 report echoes Electronic Arts's (NASDAQ: EA) news and suggests building strength in gaming stocks. The Q1 results are mixed but come with better-than-expected bookings, ...
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